 |  | Attend live, instructor-led classes from your home or office PC. Live Online Classes offer a convenient,
time-saving way to participate in traditional classes without needing to travel. Classes meet online for approximately 2 hours every week for 8 weeks. | | |
| | |  | | | | | Classes are only $399* — Sign up today!
(*Plus $15 shipping & handling. $125 new student fee for first-time students.) | | | | |
| |  | | | Course
Names | Moderator | Start Date | Start Time | Sign Up By | |  | | | FA 200 Techniques for Prospecting: Prospect or Perish
Teaches advisors industry-proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical, and operational business planning processes are presented in detail along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.
Close | | |  |  | | | FA 200 Techniques for Prospecting: Prospect or Perish
Teaches advisors industry-proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical, and operational business planning processes are presented in detail along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.
Close | | | | | | | FA 202 Techniques for Meeting Client Needs
Offers an introduction to the life insurance sales career and the sales/planning process in the personal market. Addresses total-needs selling, the consultative selling process, and the needs for personal life insurance. Presents the skills used throughout the sales/planning process, from the initial client meeting, through fact finding and sales presentations, to servicing and continuing a mutually profitable relationship. Presents a review of insurance products, policy provisions, underwriting, and service.
Close | | | | | | | FA 251 Essentials of Business Insurance
Covers how life and disability income insurance can guarantee the control and value of a business following the owner’s or key person’s death, disability, or retirement through buy-sell agreements and key person insurance. Explores the basics of estate planning for the business owner. Examines what to say, how to say it, and when to say it to capture the attention of the business owner.
Close | | | | | | | FA 255 Essentials of Long-Term Care Insurance
Provides an overview of why there is a need for long-term care (LTC) and explains what LTC is and who will need it. Describes how to select, approach, and meet the prospect. Covers the use of fact finding and field underwriting in making the LTC insurance sale; how to customize the policy to meet the prospect’s objectives; how to deliver the policy and service the plan; the relationship of the LTC need to comprehensive financial needs; the role of the advisor as a financial services professional; and how to build an LTC insurance practice.
Close | | | | | | | FA 256 Essentials of Annuities
Explores the uses of various annuity products both prior and subsequent to an individual’s retirement. Describes how to select, approach, and meet the prospect. Covers fact finding, sales applications, and implementation of the proper annuity product within the context of a client’s overall planning objectives. Presents the characteristics of fixed, indexed, and variable deferred annuities as they apply to planning for the accumulation of wealth on a tax-favored basis during one’s working years. Discusses immediate annuities’ variations in the context of the income security they provide for retirees.
Close | | | | | | | FA 271 Foundations of Estate Planning
Offers an introduction to estate planning and the role life insurance plays in the planning process. Discusses how different types of property are transferred during life and at death, and the tax implications of not planning. Presents the steps required to settle an estate and discusses the importance of having a will, the gift and estate transfer tax system, state death and estate taxes, trusts, and planning estates of business owners.
Close | | |  |
Classes are 8 weeks and run approximately 2 hours in length.
One company’s study from 2005-2006 shows that new agent income increased
by 54% when enrolled in an LUTCF course and increased by 80% with the designation. | |
