Product Guide
The training guide covers everything related to the products from underwriting and rates to submitting an application, best sales practices and everything in between! It's available in a PDF format for easy downloading or viewing online.



 

AFBA Agent Training Guide
This training guide outlines the processes and procedures to help you properly sell AFBA products and assist you as you serve and grow your business.
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Video Clips
Series of approximately five minute videos provides you with information regarding different aspects of doing business with us. Whether you are an experienced agent who would like a quick review or a newly contracted recruit, this information will pay dividends by helping you manage your business.



 

Marketing and Advertising In Life Insurance
Learn why we need compliance reviews and for which types of materials.
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e-Application: Completing and Submitting Enrollment Forms Online
A tutorial on completing and submitting enrollment forms online.
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Insurable Interest
Discusses insurable interest, why it's important and the compliance guidelines necessary to help you better support and serve your clients.
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Top 5 Compliance Issues Part A: Before the Sales Process
Explore the important regulations you must follow before the sales process and how you can protect the customer, the company you represent, and your agency.
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Top 5 Compliance Issues Part B: During the Sales Process
Explore the important regulations you must follow during the sales process and how you can protect the customer, the company you represent, and your agency.
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Completing Payment Forms
A step-by-step look at completing the Checkmatic and Credit Card Authorization forms when submitting your new business.
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2018 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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Replacements
An overview of the replacement process under 3 different scenarios.
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Ethics and Compliance
A discussion of how to define ethics, the importance of adopting a proper code of ethics, and ethical duties to both the insurer and the client. We will also review several solutions to help avoid potential problems.
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2017 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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2016 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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2015 Life Insurance Facts
A look at current statistics on consumer's perceptions of life insurance, the need for life insurance protection, and how life insurance shoppers are looking for guidance when purchasing coverage.
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How to Navigate the Salesforce Agent Portal
Learn how to navigate your agent portal Salesforce and access the information needed to manage your business.
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Salesforce Agent Portal New Reports
A guide to the enhanced reporting functionality of the agent portal and how you can access real time information to help manage your business.
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Scanning and Uploading Your Enrollment Forms
Learn how to submit your new business quickly and efficiently by scanning and uploading your enrollment forms via your Salesforce agent portal.
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Contract Submission and Processing for MGAs, IMOS,
and NMOs

An instructive guide to help you submit and process your new agent contract to get you off and running to submitting business.
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Completing Emergency Service Personnel & Government Enrollment Forms
Take a closer look of the ESP and Government enrollment form used for Emergency Services Personnel and any current or former Government employees and dependents.
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Completing Group Level Term Enrollment Forms
A detailed review of the Group Level Term or GTERM enrollment form used to submit AFBA term products.
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Faxing an Application
Faxing an application is easy as 1-2-3; learn the steps to get your new business submitted quickly.
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