“A One Stop Life Insurance Resource.”

Training Services

Training Services

Are you new to the Life Insurance and Annuity Industry? We can provide basic overview of services in 3 Categories: Carriers, Distributors, and Software Solutions. Education on the landscape including industry associations.

Training Classes are available for Groups or Individuals. Training can be Virtual or Onsite. Pricing will be a fixed fee based on number of hours of training and number of partipants.

These training classes are for:

  • Vendors wanting to understand better the Life & Annuity space
  • New employees at a Carrier or BGA/IMO Office
  • Insurance Advisor from another country wanting to do business in the USA

Training Services

  • Commission Accounting (Life & Annuities)
  • Carriers & Distribution Channels
  • Insurance Products
  • Life BGA Services
  • Sales Platforms and Vendors in the Space
  • Licensing, Appointment and Contracting
  • Quoting & Illustration Tools Overview
  • Annuity Order Entry
  • DTCC Insurance & Retirement Services
  • Industry Associations and Conferences

For A Demo & Price Complete & Submit the Form Below or Call 1-402-740-7356

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