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Good Life Agents Training Portal

Getting Started and Getting Better as a Good Life Agent

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Needs Analysis Process

Mortgage Protection Resources

The most current resources can always be found in your Equis Dashboard under Carrier Resources.

Printable Activity Tracker

Warm Market Policy Review Approach

As you are learning the business, a great exercise is to contact people you know and read the life insurance policies they own.  You'll learn about many different types of life policies, and you'll come across opportunities to improve their coverage in many cases. You'll even find some folks who don't have any coverage and you can help them get what they need.

Here's the basic approach script:

I wanted to give you a call, I’m working in a new industry, Financial services. It’s part
time, while I learn, I expect to go full time sooner than later.
I'm currently learning about life insurance – I'm sure that you have life
insurance in place, that's actually the reason I'm calling– my current training assignment
is to read as many life insurance policies as I can, to learn about the different types of
life insurance and policies that are available.
Would it be okay if I stop by for about 15 or 20 minutes and just read over your life
insurance policies? I'm thinking Sunday afternoon after lunch, somewhere between 2
and 5 PM – will you be home then?

See: How To Read Insurance Policies

Internet Leads Training

Jumpstart Live- Internet Leads
Internet Leads - Adam Larkin

Final Expense Resources

Final Expense 101 Training

The Life Agents training portal is a resource for agents associated with Good Life Agency, and our friends and partners associated with Trustworthy Financial.  If you are not currently associated with Trustworthy Financial, and are looking for that IMO empowers you for greatness, visit The Life Agents, our career portal.