Course curriculum

  1. 1

    • FinFit Life Onboarding Welcome Packet - February 2024

    • New Associate Orientation Video with Dustin Carlson & Amber Bancroft - December 2022
  2. 2

    • Join. Own. Share Webinar - February 2023

    • MoZone and Form Training with Lou Garcia - April 2023

    • Virtual Grand Opening Training w/Field Leader, Joe Barrett - November 2023
  3. 3

    • CEO Club-May Qualifiers, June 2023
  4. 4

    • 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

    • FinFit Life Strategic Partners Product Portfolios with Dustin Carlson - November 2023

    • Long-Term Care Training with Dustin Carlson - August 2023

    • How to make your clients' policies stick forever with Kahanu Coleman & Diane Crisologo - September 2023

    • Insurance 101 Training with Dustin Carlson - May 2023

    • Field Training with Director Sean Ragland - March 2023

    • Athene eApp Submission with Ephriam Dimabuyu - February 2023

    • Annuities Training with FinFit Life Directors, John Soo Hoo - January 2023

    • Retirement Income Planning & Annuities with Dustin Carlson - December 2022
  5. 5

    • FinFit Life Underwriting Training with Dee Aversa - March 2024

    • FinFit Life Underwriting Training with Dee Aversa - February 2024

    • FinFit Life Underwriting Training - John Hancock Products with Dee Aversa & Amber Bancroft - January 2024

    • John Hancock Underwriting & Business Submissions for New York with Dee Aversa & Mel Liss - October 2023

    • John Hancock Underwriting Review Part 2 with Dee Aversa - August 2023

    • John Hancock Underwriting Review with Dee Aversa - May 2023
  6. 6

    • Commissions & Compensation Training with Sam Griffin & Cristina Mariduena - February 2024
  7. 7

    • John Hancock "Solve the Owner's Problem (STOP)" Training with Mark Berry and Aaron Durr - March 2024

    • John Hancock Indexed Products Training with Aaron Durr - March 2024

    • John Hancock Product & Concepts - Vitality & Index Training with Aaron Durr - February 2024

    • John Hancock Product & Concepts - AIUL Illustration Training with Aaron Durr - January 2024

    • John Hancock - Vitality Puerto Rico Rollout with Emily Lanuto - November 2023

    • John Hancock New Indemnity Chronic Rider Training - October 2023

    • John Hancock Inforce/Policy Service Discussion & Training - September 2023

    • John Hancock AG49A & Barclays Account - Illustration Rate Change Training - June 2023

    • Lifecycle of a John Hancock eApp Live Training w/Amber Bancroft - June 2023

    • Submitting a John Hancock eApp in-good-order and new contest with Emily Lanuto - April 2023

    • John Hancock Vitality Engagement Report & Vitality on SalesHub Training with Emily Lanuto & Lauren Jeweler - April 2023

    • John Hancock Vitality, Grail and New PIUL Training - March 2023

    • Advanced Markets Training with John Hancock (Tax Ready Retirement) - February 2023

    • John Hancock ExpressTrack/Straight Through Processing Presentation - January 2023

    • Advanced Markets Training with John Hancock - January 2023

    • John Hancock Riders Training- July 2022

    • JH Field Underwriting Guide - June 2022

    • John Hancock Product Overview with Emily Lanuto - May 2022

    • John Hancock Underwriting Czar Beth Zervas - May 2022

    • John Hancock NY App; 1035 Exchange & Replacements - Sept 2022

    • John Hancock iGo e-Application Process Video 1 of 2 - December 2022

    • John Hancock iGo e-Application - DocuSign Signature Ceremony - Video 2 of 2 - December 2022

    • ** The Very Best John Hancock Illustration Training by James Soukamneuth - July 2022

    • John Hancock Vitality & Aspire Training with Matt Gately, MDD - November 2022

    • John Hancock Temporary Insurance Agreement Training - July 2022
  8. 8

    • F&G vs. John Hancock Illustration/Product Comparison Training - March 2024

    • F&G Life Webcast Center for Agents - 2024

    • F&G Life How to Navigate SalesLink to Process/Track Business - December 2023

    • F&G Life Product & Process Review Training - October 2023

    • F&G Life Illustration Training with Sandy Behymer - April 2023

    • F&G Life Underwriting Training with Sandy Behymer - January 2023

    • F&G Life - SalesLink Portal & Case Management Best Practices - December 2022

    • F&G Life New Business Processing & Underwriting - November 2022

    • F&G Life Illustration Training - October 2022
  9. 9

    • Lincoln Financial Level Term Product Rollout Training - February 2024
  10. 10

    • Prudential - Social Media / Marketing Tools & Tips - March 2024

    • Prudential California Agent Final Expense Product Training - February 2024

    • Prudential Final Expense Product Rollout - December 2023
  11. 11

    • Q1 2023 Kick-off - Mutual of Omaha Product Training with Brad Coffin - January 2023

    • Foresters Product Training with David Johnson - October 4, 2022
  12. 12

    • AnnuityTraining with FinFit Life/ECA Marketing & Oceanview Product Announcement - September 2023

    • Annuities 101 Training with Dustin Carlson & ECA Marketing - May 2023

    • John Soo Hoo Annuities Training 01.2023

    • Athene USA Annuities Training - December 2022