Course curriculum

  1. 1

    • Welcome from Bill Pienias, President

    • Why Buy Life Insurance from Howard Sharfman, Founder & CEO

    • Who We Can Help from Howard Sharfman, Founder & CEO

    • Life Insurance Stories from Howard Sharfman, Founder & CEO

    • What Motivates You? From John Irvin, Co-Founder
  2. 2

    • FinFit Life Key Business Contacts
  3. 3

    • The FinFit Life Movement

    • Fit Talks

    • FinFit Life 5K Event
  4. 4

    • Business Flow Infographic

    • Business Builders ToolKit (Presentations, Sales Materials, Marketing, and Underwriting)
  5. 5

    • Start Your FinFit Life Journey

    • Step 1: Complete Follow-Up Interview and Set Client Experience Meeting

    • Step 2: Prepare for Business Planning Meeting

    • Step 3: Go through the Client Experience

    • The Client Experience/Sales Process Flow

    • Step 4: Take Care of Licensing and Business Details

    • Step 5: Jump-Start Your Fast Track with a Chosen Path

    • Focus on Field Training

    • Register to Attend the Corporate Overview & Other Public Events
  6. 6

    • FinFit Life Carriers (Life & Annuity) - How to Position
  7. 7

    • Mastering Annuities with Gradient Annuity Brokerage Course
  8. 8

    • FinFit Life: Auto-Registration for the iGo eApp

    • iGO - The Electronic Application Process

    • CaseView - Managing Your Pending Business, Licenses & Appointments

    • Quick Links to Carrier Producer Portals
  9. 9

    • Access Our New John Hancock and Vitality Course!
  10. 10

    • About F&G Life

    • F&G Life - Life Insurance Product Contacts - October 2023

    • F&G Life: SalesLink Agent Portal Login Info

    • F&G Life: Life Operations Overview

    • F&G Life: PathSetter Product Overview

    • F&G Life: ExecuDex Product Overview

    • F&G Life: Illustration Training

    • F&G Life: Exam Free Underwriting Resource

    • F&G Life: Foreign Nationals
  11. 11

    • Lincoln Financial Wealth Accelerate New Business Team Contacts - March 2024

    • Lincoln Center for Planning Excellence Website

    • Is your client a good fit for the WealthAccelerate IUL product?

    • WealthAccelerate IUL Fact Sheet

    • WealthAccelerate IUL Underwriting Guidelines

    • WealthAccelerate IUL Riders Brochure

    • Lincoln LifeElements® Level Term Launch Video

    • Submitting Your First App
  12. 12

    • Foresters Notes About Business Submissions

    • Foresters Product Presentation & Key Sales Contacts

    • Foresters: Product Training Webinar with David Johnson - 10/2022

    • Managing Pending & Inforce Business Quick Guide
  13. 13

    • Who is Mutual of Omaha?

    • Mutual of Omaha: Contacts

    • Mutual of Omaha: Product Portfolio

    • Mutual of Omaha: Site for Agents
  14. 14

    • Life Insurance and Annuity Carriers Available in Puerto Rico

    • John Hancock-IUL Product Guide

    • John Hancock-Term Guide

    • FinFit Life Fillable Fact Finder (Espanol)

    • FinFit Life Printable Fact Finder (Espanol)
  15. 15

    • Retirement Income Planning Calculator Introduction and Link

    • Retirement Income Planning Calculator & Asset Allocation Webinar Training
  16. 16

    • Unlock Your Business Potential with BIZIQ

    • Technology and Tools Introduction

    • Laptop Recommendations

    • Webcam Recommendation

    • FinFit Life Email

    • Zoom for Virtual Meetings

    • Calendly for Schedule Management

    • Microsoft Teams for Team Management
  17. 17

    • FinFit Life: Guide to Compensation Introduction

    • FinFit Life Commissions & Compensation Recorded Training & PowerPoint

    • FinFit Life: Compensation and Promotional Guidelines Effective 7/1/2024

    • FinFit Life: Basic Commissions Formula

    • Commission Estimator 2/1/2024

    • FinFit Life: Premium Frequency’s Role

    • FinFit Life: Understanding Different Premiums

    • FinFit Life: The 80/20 Rule

    • John Hancock Only: Advance on Submit Program

    • John Hancock Only: Cash Value Enhancement Rider (CVE)

    • John Hancock: Commission Statement Held/Released Schedule

    • FinFit Life: Carrier Chargeback Guidelines