Life Insurance Agent

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Module 1: Introduction to Life Insurance
The role of an agent, the industry landscape, and career growth opportunities.
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Module 2: Insurance Law & Ethics
Compliance, client protections, licensing requirements, and professional conduct.
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- 2.1
  Quiz OneCopy
  1 Minute4 Questions
Module 3: Types of Life Insurance Policies
Term, whole life, universal, annuities - how they work and who they’re for.
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Module 4: The Client Conversation
Building trust, asking the right questions, and uncovering client needs.
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Module 5: Prospecting & Lead Generation
Scripts, cold outreach, referrals, and digital marketing strategies.
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Module 6: Presenting & Selling Policies
How to explain benefits, handle objections, and close confidently.
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Module 7: Underwriting & Applications
What carriers look for, paperwork essentials, and avoiding delays.
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Module 8: Advanced Products & Add-Ons
Annuities, riders, living benefits, and cross-selling opportunities.
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Module 9: Building Residual Income
How renewals and policy stacking create long-term income streams.
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Module 10: Marketing & Branding Yourself
Social media, networking, and creating a personal brand as a trusted advisor.
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Module 11: Referral & Client Retention Systems
How to stay in touch, get referrals, and turn one client into many.
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Module 12: Scaling Your Career
From solo agent to team leader or agency owner - growth pathways in insurance.
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Module 13: Mindset & Performance
Resilience, consistency, and high-performance habits for lasting success.
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