Course curriculum

  1. 1
    • Review Your States License Requirements

    • Take Your FinFit Life Pre-Licensing Course

    • Take Your Exam!

    • Apply & Submit Your License

    • Anti-Money Laundering (AML) Training

    • E&O Insurance

    • How Carrier Appointment Works

    • Get Appointed with Our Carriers

    • Working With Our Carriers

    • Selling Annuities

    • Register for iGO

    • Understanding the Insurance Industry - Kaplan

  2. 2
    • Overview

    • The Client Presentation

    • Financial Needs Analysis

    • Running Quick Quotes & Illustrations

    • Download the Proposal Template

    • How to use the Proposal Template

    • App submission with iGO

    • Monitoring Cases with CaseView