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

    • Links to Carrier Training Courses
  7. 7

    • 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
  8. 8

    • 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)
  9. 9

    • Unlock Your Business Potential with BIZIQ

    • Technology and Tools Introduction

    • Laptop Recommendations

    • Webcam Recommendation

    • Zoom for Virtual Meetings

    • Calendly for Schedule Management

    • Microsoft Teams for Team Management
  10. 10

    • The FinFit Life Sale Exchange Principles

    • Commissions & Compensation Recorded Training & PowerPoint

    • Compensation and Promotional Guidelines Effective 7/1/2024

    • Basic Commissions Formula

    • Commission Estimator 2/1/2024

    • Premium Frequency’s Role in Commissions

    • Understanding Different Premiums

    • The 80/20 Rule in Commissions

    • Carrier Chargeback Guidelines

    • John Hancock Only: Advance on Submit Program

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

    • John Hancock: Commission Statement Held/Released Schedule