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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


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.

Personality Styles Seminar Series (PSSS) for Producers

Helps your producers grow and increase persistency and profitability with styles.

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.


Designation Programs for Producers

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