“A One Stop Life Insurance Resource.”

Training Services

Training Services

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

Training Classes are available for all, you can integrate learning for groups or on an individual basis as preferred by participants. Our Express Training Services can be Virtual or Onsite, depending on your feasibility. Pricing will be a fixed fee based on the number of hours of training, and the number of participants.

These training classes are for:

  • Vendors wanting to gain better understanding of the Life & Annuity space
  • New employees at a Carrier or BGA/IMO Office
  • Insurance Advisors from another country wanting to do business in the USA
  • Life & Annuity Insurance Product Insights for Wholesalers, Advisors, Carriers and Insurtech companies

Express Training Services Includes

  • Commission Accounting (Life & Annuities)
  • Carriers & Distribution Channels
  • Life Insurance & Annuity Product Training
  • 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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