Course curriculum

  1. 1

    • Welcome to FinFit Life

    • Meet the FinFit Life Team

    • FinFit Life Prosper: ChatBot

    • Champions Circle Goal Tracker
  2. 2

    • Introduction to FinFit Life

    • Our Mission & Vision

    • Who We Can Help

    • Why Buy Life Insurance

    • Life Insurance Stories

    • What Motivates You?
  3. 3

    • FinFit Life Movement

    • Fit Talks Videos

    • FinFit Life 5K Event
  4. 4

    • Technology and Tools Introduction

    • Laptop Recommendations

    • Webcam Recommendation

    • Zoom for Virtual Meetings

    • Calendly for Schedule Management

    • Microsoft Teams for Team Management

    • HubSpot for Customer Relationship Management (CRM)
  5. 5

    • FinFit Life: Business Building Blueprint (Printed Copy)

    • Business Building Blueprint (Electronic Version)

    • Business Builders ToolKit

    • FinFit Life: Creating Your Personal Plan Worksheet

    • FinFit Life: 7 Steps to Building Your Business

    • FinFit Life: Marketing Flow
  6. 6

    • Intro to the Fast Start

    • Complete Your Fact Finder

    • Financial Needs Analysis Worksheet

    • Complete Your Top 25 List

    • The Focus of Proper Field Training

    • Did you Become a Client?

    • Attend a Corporate Overview with a Guest from your Top 25 List

    • Perform Your First Field Training Appointment

    • Fast Start Conclusion

    • Join. Own. Share. Webinar

    • Grand Opening Marketing Resources
  7. 7

    • FinFit Life: Sales Process Overview

    • Running Quick Quotes (Illustration Training available on Doing Business with ...)

    • FinFit Life: Download the Proposal Template
  8. 8

    • FinFit Life Licensing Process

    • Review Your States License Requirements

    • FinFit Life: Pre-Licensing Courses Available

    • Schedule and Take Your Exam

    • FinFit Life: Apply & Submit Your License

    • Anti-Money Laundering (AML) Training

    • E&O Insurance Coverage Details

    • Carrier Licensing Requirements (Life, Health, LTC, and AML)

    • John Hancock Only: LTC Rider

    • Test your Knowledge: Licensing Process
  9. 9

    • FinFit Life: How to Get Appointed with Our Life Insurance Carriers

    • FinFit Life: Video Process for Getting Appointed (Life Insurance Carriers)

    • FinFit Life: Process for Getting Appointed with ECA (Annuity Partner)

    • How to Get Appointed with ECA for Annuity Business - SILAC Only

    • Understanding the Insurance Industry - Kaplan

    • Test your Knowledge: Getting Appointed

    • Carrier Quick Links
  10. 10

    • FinFit Life Carriers and Product Offerings

    • FinFit Life Carriers

    • FinFit Life: Register for iGO to Submit Applications

    • FinFit Life: App Submission with iGO

    • FinFit Life: Monitoring your Applications after Submitting (CaseView)
  11. 11

    • FinFit Life: Intro Survey

    • FinFit Life: Guide to Compensation Introduction

    • Becoming a Seven Figure Earner

    • FinFit Life Commissions Webinar: February 2024

    • FinFit Life: Basic Commissions Formula

    • Commission Estimator 2/1/2024

    • FinFit Life: Compensation and Promotional Guidelines Effective 2/1/2024

    • Test Your Knowledge: Points

    • FinFit Life: ECA, Carrier Annuity Commission Schedule, Effective 01/2023

    • FinFit Life: Life Insurance Commission Schedule, Effective 5/2023

    • FinFit Life: Understanding Different Premiums

    • FinFit Life: Premium Frequency’s Role

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

    • John Hancock: Commission Statement Held/Released Schedule

    • Test Your Knowledge: Rates

    • FinFit Life: Carrier Chargeback Guidelines

    • FinFit Life: The 80/20 Rule

    • John Hancock Only: Advance on Submit Program

    • Test Your Knowledge: Commission Programs
  12. 12

    • Who is John Hancock?

    • Vitality Company and Program (partners with John Hancock)

    • Aspire Program and Kit (Prospects with Diabetes)

    • Vitality Program Webinar with Craig Deats

    • FinFit Life John Hancock Dedicated Team

    • John Hancock: "Know Your Customer" Guidelines

    • John Hancock: Product Portfolio

    • John Hancock Sales Tools & Resources

    • John Hancock Flyer/Guides on supplementing your clients' retirement income planning

    • Webinar: Start to Finish of a John Hancock eApp/UW (Lifecycle)

    • Lifecycle of a John Hancock iGo eApp Guide

    • John Hancock NEW YORK Only: How to create an Application Kit for New York Business on SalesHub

    • John Hancock: Field Underwriting Guide

    • John Hancock: Service Standards

    • John Hancock Product Overview Webinar - May 2022

    • John Hancock Riders Webinar- July 2022

    • Submitting an eApp In-Good-Order: John Hancock Training by Emily Lanuto, National Accounts VP

    • John Hancock Underwriting Webinar- May 2022

    • John Hancock Illustration Training- July 2022
  13. 13

    • About F&G Life

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

    • F&G Life Product Training Webinar- July 2022

    • F&G Life: Login Info

    • F&G Life: Operations Overview

    • F&G Life: PathSetter Product Overview

    • F&G Life: ExecuDex Product Overview

    • F&G Life: Illustration Training

    • F&G Life: Underwriting Guidelines

    • F&G Life: Exam Free Underwriting Resource

    • F&G Life: Foreign Nationals
  14. 14

    • Wealth Accelerate Product Training Webinar

    • Lincoln Financial Contact Sheet & Bios - 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

    • Submitting Your First App
  15. 15

    • Prudential Final Expense Onboarding Guide

    • Prudential Final Expense Rate Sheet (February 2024)
  16. 16

    • Who is Mutual of Omaha?

    • Mutual of Omaha: Contacts

    • Mutual of Omaha: Product Portfolio

    • Mutual of Omaha: Product Training Webinar with Brad Coffin - 10/2022

    • Mutual of Omaha: Product Overview and Underwriting Guides

    • Mutual of Omaha: Field Underwriting Guide

    • Mutual of Omaha: Site for Agents

    • Mutual of Omaha Presentation
  17. 17

    • Foresters Presentation

    • Foresters: Product Training Webinar with David Johnson - 10/2022
  18. 18

    • How to Get Appointed with ECA for Annuity Business

    • ECA Contact Sheet

    • ECA YouTube Videos (after appointed with ECA)

    • ECA Firelight (Application) Directions

    • FinFit Life ECA Annuity Sales Process

    • SPLINT Marketing Flyer

    • FinFit Life: The Annuity Landscape Flyer
  19. 19

    • Retirement Income Planning Calculator Introduction and Link

    • Retirement Income Planning Calculator & Asset Allocation Webinar Training
  20. 20

    • FinFit Life: The Annuity Landscape Flyer

    • SPLINT Marketing Flyer

    • Asset Allocation Worksheet
  21. 21

    • Life Insurance and Annuity Carriers

    • John Hancock-IUL Product Guide

    • John Hancock-Term Guide

    • F&G Life-Company Overview

    • F&G Life-PathSetter Product Guide

    • F&G Life-ExecuDex Product Guide

    • FinFit Life Fillable Fact Finder (Espanol)

    • FinFit Life Printable Fact Finder (Espanol)

    • FinFit Life Client Presentation (Espanol)

    • FinFit Life Corporate Overview Presentation (Espanol)
  22. 22

    • Virtual Selling Skills

    • Virutal Selling Guidelines

    • Virtual Selling Playbook
  23. 23

    • Congratulations!