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Increase Sales Effectiveness and Results

Increase the sales effectiveness — and results — of your producers with crucial knowledge, skills, language, and techniques to:

  • Compete for today’s connected but distracted buyers
  • Quickly establish trust and move consumers to take action
  • Increase new accounts, premiums, revenue, and policies sold
  • Up-sell and cross-sell to address broader financial needs
  • Increase customer engagement

Courses

Digital Learning Academy

Engaging, immersive and meaningful education platform for today’s learners (revise)

Producer Development Series (PDS)

Provides your producers 21st-century knowledge, skills, and tools needed for success at every step in a producer’s career.

Bancassurance for Producers

Provides a professional training and development in bancassurance sales and lead management.

Gen Y Seminar Series for Producers

Provides your producers hands-on experiences and techniques they need to initiate, deepen, and expand online relationships to grow business.

Trustworthy Selling™ 2.0

Help advisors engage today’s empowered consumers.

Fast Track to Sales

Help boost new agents' confidence in selling and achieve success quickly.

Designations

Designation Programs for Producers

Provides your financial advisors tracks for professional development and benchmarks by which financial advisors can be measured and recognized.