Video Clips



 

Marketing and Advertising In Life Insurance
Learn why we need compliance reviews and for which types of materials.
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Worksite Agent Portal Overview
Highlights how to navigate the features of the Worksite agent portal.
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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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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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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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Contract Submission and Processing
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Requesting a Group Life and AD&D Quote
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