Course curriculum

  1. 1

    • Welcome to FinFit Life

    • Introduction to FinFit Life

    • Our Mission & Vision

    • FinFit Life Prosper: Virtual Assistant
  2. 2

    • 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
  3. 3

    • John Hancock Licensing Requirements (Life, Health, LTC, and AML)

    • Video Process for Getting Appointed (Life Insurance Carriers)

    • How to Get Appointed with Our Life Insurance Carriers

    • Long Term Care Training (LTC Rider Only)

    • Anti-Money Laundering (AML) Training

    • E&O Insurance Coverage Details
  4. 4

    • Fact Finder (DIME)

    • FinFit Life Presentations & Logos

    • 1. Sales Process: 1st Appt-Client Presentation & Fact Finder with Director Cubby Bryan - March 2023

    • 2. Sales Process: Working on the Solutions with Dustin Carlson - April 2023

    • 3. Sales Process: 2nd Appt with Customer- Solutions and eApp with Dustin Carlson - April 2023

    • 4. Sales Process: Delivering a John Hancock Policy with Dustin Carlson - April 2023

    • John Hancock Quick Start Guide 5.2023
  5. 5

    • Vitality Company and Program (partners with John Hancock)

    • Vitality Program Guide

    • Vitality Points Chart
  6. 6

    • Who is John Hancock?

    • John Hancock Product Overview with Emily Lanuto - May 2022
  7. 7

    • John Hancock Illustration Training by James Soukamneuth - July 2022
  8. 8

    • FinFit Life: Register for iGO to Submit Applications

    • John Hancock: Completing the eApp (Part 1)

    • John Hancock: Signing the eApp (Part 2)

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

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

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

    • PDF: Lifecycle of an eApp (Submit to In-Force Process)
  9. 9

    • John Hancock: eDelivery of Issued Policy
  10. 10

    • FinFit Life Commissions Webinar: January 2023

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

    • FinFit Life: Life Insurance Commission Schedule, Effective 3/2023

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

    • FinFit Life: Understanding Different Premiums

    • FinFit Life: Premium Frequency’s Role