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Set Up Your Agents and Managers
for Success

Sales hiring assessments, sales effectiveness programs, industry education, and leader training opportunities to help you effectively hire and onboard sales professionals, develop and retain your advisors and managers, and create transformative leaders.

Hire, Develop, and Retain a Top-notch Sales Team and Agency Leaders

RECRUIT	PROVIDE
STRENGTHEN	CULTIVATE
ADVANCE	REWARD

RECRUIT
and Select Successful Sales Advisors

PROVIDE
Industry Knowledge and Training for New Advisors

STRENGTHEN
Current Advisors
____

CULTIVATE
New Leaders
____

ADVANCE
Current Leaders
____

REWARD AND RECOGNIZE
Advisors and Managers

Create an Elite Sales Team

Are you facing challenges in identifying and recruiting top-tier sales professionals? Do you struggle with maintaining consistent training across your sales teams? Are you hiring sales professionals new to the insurance industry who need an industry education? Are you looking for ways to inspire and retain your top advisors and managers while ensuring superior performance?

We can help.


Recruit and Select Successful Sales Advisors	Provide Industry Knowledge and Training for New Advisors	Strengthen Current Advisors	Reward and Recognize Advisors

Recruit and Select Successful Sales Advisors

Career Choice

Hire top advisors

PROVEN RESULTS
Throughout Asia, high-scoring candidates are significantly out-selling low-scorers.

Personality Styles Profile

Unveil your candidate’s sales style and performance insights

TAIWAN Those who rated above average on the assessment had a 52% increase in total first-year commissions.	MEXICO Those who rated above average on the assessment had a 64% increase in average premium for the first six months.
HONG KONG Those who rated above average on the assessment had a 45% increase in production in the top 25% of first-year sales reps.

* Source: Personality Styles Profile Validity Study

Provide Industry Knowledge and Training
for New Advisors

Fellow, Life Management Institute (FLMI) Designation

Boost business performance with industry knowledge.

2 Associate, Life Management Institute^TM (ALMI^TM)

FLMI LEVEL 1 Certification
Insurance Fundamentals plus

LOMA 302 — The Policy Lifecycle: Insurance Administration

LOMA 308 — The Business of Insurance: Applying Financial Concepts

LOMA 321 — Insurance Marketing: Connecting With Customers

3 Fellow, Life Management Institute^TM (FLMI^TM)

Associate, Life Managment Institute^TM plus

LOMA 311 — Business Law for Insurance Professionals

LOMA 335 — Operational Excellence for Insurance Professionals

LOMA 357 — Institutional Investing: Principles and Practice

LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies

LOMA 371 — Risk Management and Product Development for Life Insurance Companies

1 FLMI LEVEL 1 Certificate in Insurance Fundamentals

LOMA 281 — Meeting Customer Needs With Insurance and Annuities

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

Master Financial Advisor Designation

Transform your team’s potential.

This highly respected designation not only boosts your advisors' credibility but also sharpens their
expertise, empowering them to confidently tackle complex sales challenges. Investing in this
certification shows your commitment to excellence in the insurance industry and equips your team
to excel, driving success for both your advisors and your organization.

Strengthen Current Advisors

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity
and success in the industry with proven results.

1026-2024-Empowering-Excellence_6_bckgrd_withText_800px.jpg

reward

Reward and Recognize Advisors

International Quality Award

The LIMRA IQA is a globally recognized award for quality and persistency, with over 35,000 awarded annually.

Develop Top Performing Agencies

Equip leaders to run a top performing agency. Foster professionalism and equip managers with essential, proven skills to build and sustain a highly productive agency.

Cultivate New Leaders

Develop the next generation of leaders through management basics, skill development, operational and growth sales, and advanced management proficiencies.

Fast Track to Management

Accelerate the path to management excellence
Gain invaluable insights and proven practices from industry leaders
Master essential techniques for sourcing, attracting, and nurturing new sales agents
Develop crucial skills and insights required for heightened responsibilities and enhanced accountability

Pacesetter

Manager development: Best practices for recruiting, selecting, training, and managing today’s top sales talent

Agency Management Training Course (AMTC)

Skill development and enhancement: Develop and sharpen 28 specific managerial skills

Advance Current Leaders

Set up manager performance with management basics, skill development,
operational and growth sales, and advanced management proficiencies.

AGENCY ENHANCEMENT SERIES (AES)

OPERATIONAL AND GROWTH SALES
Expand, sharpen, enhance, and refine necessary sales management skills

MANAGING AGENCY PROFITABILITY SEMINAR (MAPS)

ADVANCED MANAGEMENT AND PERFORMANCE
Help boost experienced sales managers to a higher level of performance and success

CIAM Designation

Transform your agency management.

CIAM Chartered Insurance Agency Manager
1 PACESETTER MANAGEMENT DEVELOPMENT Best practices for recruiting, selecting, training, and managing today’s top sales talent		2 AGENCY MANAGEMENT TRAINING COURSE (AMTC) SKILL DEVELOPMENT AND ENHANCEMENT Develop and sharpen 28 specific management skills		3 AGENCY ENHANCEMENT SERIES (AES) OPERATIONAL AND GROWTH SALES Expand, sharpen, enhance, and refine necessary sales management skills		4 MANAGING AGENCY PROFITABILITY SEMINAR (MAPS) ADVANCED MANAGEMENT AND PERFORMANCE Help boost experienced sales managers to a higher level of performance and success
New and developing managers	4.5 days	Developing and established managers	13 days or 23 weeks	Experienced managers	3 days	Advanced managers	4.5 days
5 THESIS PAPER		Upon completion of the courses, CIAM applicants must submit a thesis paper, on a topic of their choosing, demonstrating how they implemented their learning and how it has impacted their business.

Reward and Recognize Advisors and Managers

International Quality Management Award (IQMA)

Reward and recognize your top sales managers

Set Up Your Agents and Managersfor Success

RECRUITand Select Successful Sales Advisors____PROVIDEIndustry Knowledge and Training for New Advisors____

STRENGTHEN Current Advisors____

CULTIVATENew Leaders____

ADVANCECurrent Leaders____

REWARD AND RECOGNIZEAdvisors and Managers

Create an Elite Sales Team

Hire top advisors

Unveil your candidate’s sales style and performance insights

Provide Industry Knowledge and Training for New Advisors

2

FLMI LEVEL 1 CertificationInsurance Fundamentals plus

LOMA 302 — The Policy Lifecycle: Insurance Administration

LOMA 308 — The Business of Insurance: Applying Financial Concepts

LOMA 321 — Insurance Marketing: Connecting With Customers

3

Associate, Life Managment InstituteTM plus

LOMA 311 — Business Law for Insurance Professionals

LOMA 335 — Operational Excellence for Insurance Professionals

LOMA 357 — Institutional Investing: Principles and Practice

LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies

LOMA 371 — Risk Management and Product Development for Life Insurance Companies

1

LOMA 281 — Meeting Customer Needs With Insurance and Annuities

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

Strengthen Current Advisors

reward

Reward and Recognize Advisors

Develop Top Performing Agencies

Cultivate New Leaders

Accelerate the path to management excellence

Gain invaluable insights and proven practices from industry leaders

Master essential techniques for sourcing, attracting, and nurturing new sales agents

Develop crucial skills and insights required for heightened responsibilities and enhanced accountability

Manager development: Best practices for recruiting, selecting, training, and managing today’s top sales talent

Skill development and enhancement: Develop and sharpen 28 specific managerial skills

Advance Current Leaders

OPERATIONAL AND GROWTH SALESExpand, sharpen, enhance, and refine necessary sales management skills

ADVANCED MANAGEMENT AND PERFORMANCEHelp boost experienced sales managers to a higher level of performance and success

CIAM

1

MANAGEMENT DEVELOPMENTBest practices for recruiting, selecting, training, and managing today’s top sales talent

2

SKILL DEVELOPMENT AND ENHANCEMENTDevelop and sharpen 28 specific management skills

3

OPERATIONAL AND GROWTH SALESExpand, sharpen, enhance, and refine necessary sales management skills

4

ADVANCED MANAGEMENT AND PERFORMANCEHelp boost experienced sales managers to a higher level of performance and success

New and developingmanagers

4.5 days

Developing and establishedmanagers

13 days or 23 weeks

Experienced managers

3 days

Advancedmanagers

4.5 days

5

THESIS PAPER

Reward and Recognize Advisors and Managers

Set Up Your Agents and Managers
for Success

RECRUIT
and Select Successful Sales Advisors

PROVIDE
Industry Knowledge and Training for New Advisors

STRENGTHEN
Current Advisors
____

CULTIVATE
New Leaders
____

ADVANCE
Current Leaders
____

REWARD AND RECOGNIZE
Advisors and Managers

Provide Industry Knowledge and Training
for New Advisors

FLMI LEVEL 1 Certification
Insurance Fundamentals plus

Associate, Life Managment Institute^TM plus

OPERATIONAL AND GROWTH SALES
Expand, sharpen, enhance, and refine necessary sales management skills

ADVANCED MANAGEMENT AND PERFORMANCE
Help boost experienced sales managers to a higher level of performance and success

MANAGEMENT DEVELOPMENT
Best practices for recruiting, selecting, training, and managing today’s top sales talent

SKILL DEVELOPMENT AND ENHANCEMENT
Develop and sharpen 28 specific management skills

OPERATIONAL AND GROWTH SALES
Expand, sharpen, enhance, and refine necessary sales management skills

ADVANCED MANAGEMENT AND PERFORMANCE
Help boost experienced sales managers to a higher level of performance and success

New and developing
managers

Developing and established
managers

Advanced
managers