Life Insurance

Life Insurance Refresher

Video Summary

Want to start selling life insurance but you're not sure where to start? Welcome to the Life Refresher course! Join us as we go over how different products work, why underwriting is very important, terminology, and more!

Timestamps

(0:00) Meet the Team

TBI Life Team

(4:35) Life Insurance Basics

Licensing & certificates, type of life insurance, matching clients to products

(14:22) Carriers

Top carriers

(17:58) Underwriting

Risk classes, pre-screening tips, submitting business

(23:34) Sales

Finding prospects, sales tips

(31:56) Resources

Tools, support

(28:07) Next Steps

Life insurance bundle, quoting, navigating The Broker Link

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