Course curriculum
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1
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Welcome from Bill Pienias, President
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Why Buy Life Insurance from Howard Sharfman, Founder & CEO
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Who We Can Help from Howard Sharfman, Founder & CEO
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Life Insurance Stories from Howard Sharfman, Founder & CEO
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What Motivates You? From John Irvin, Co-Founder
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2
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FinFit Life Key Business Contacts
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3
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The FinFit Life Movement
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Fit Talks
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FinFit Life 5K Event
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4
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Business Flow Infographic
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Business Builders ToolKit (Presentations, Sales Materials, Marketing, and Underwriting)
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5
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Start Your FinFit Life Journey
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Step 1: Complete Follow-Up Interview and Set Client Experience Meeting
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Step 2: Prepare for Business Planning Meeting
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Step 3: Go through the Client Experience
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The Client Experience/Sales Process Flow
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Step 4: Take Care of Licensing and Business Details
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Step 5: Jump-Start Your Fast Track with a Chosen Path
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Focus on Field Training
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Register to Attend the Corporate Overview & Other Public Events
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6
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FinFit Life Carriers (Life & Annuity) - How to Position
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Links to Carrier Training Courses
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7
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FinFit Life: Auto-Registration for the iGo eApp
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iGO - The Electronic Application Process
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CaseView - Managing Your Pending Business, Licenses & Appointments
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Quick Links to Carrier Producer Portals
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8
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Life Insurance and Annuity Carriers Available in Puerto Rico
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John Hancock-IUL Product Guide
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John Hancock-Term Guide
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FinFit Life Fillable Fact Finder (Espanol)
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FinFit Life Printable Fact Finder (Espanol)
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9
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Unlock Your Business Potential with BIZIQ
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Technology and Tools Introduction
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Laptop Recommendations
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Webcam Recommendation
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Zoom for Virtual Meetings
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Calendly for Schedule Management
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Microsoft Teams for Team Management
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10
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The FinFit Life Sale Exchange Principles
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Commissions & Compensation Recorded Training & PowerPoint
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Compensation and Promotional Guidelines Effective 7/1/2024
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Basic Commissions Formula
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Commission Estimator 2/1/2024
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Premium Frequency’s Role in Commissions
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Understanding Different Premiums
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The 80/20 Rule in Commissions
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Carrier Chargeback Guidelines
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John Hancock Only: Advance on Submit Program
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John Hancock Only: Cash Value Enhancement Rider (CVE)
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John Hancock: Commission Statement Held/Released Schedule
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