Video Summary
In this webinar, Cristal Bustillos, gives a refresher course in life insurance. Crystal cover's essential aspects of life insurance, including licensing requirements, different life insurance products, contracting, underwriting, and how tobacco, marijuana, and cigar usage can impact policy rates. She will also discusses bonus programs, and share resources for ongoing education. This webinar will simplifies complex life insurance topics, providing valuable knowledge to help you navigate the life insurance space with confidence.
Timestamps
(3:13) Licensing & Certificates
Getting started
(4:34) Products
Products available at The Brokerage Inc.
(13:38) Underwriting
What is underwriting? What happens during underwriting? Tips
(18:09) Insurance Interest
Personal vs business insurance
(19:50) Qualifying
Pre-qualifier form, health class cheat sheet
(23:58) Tobacco/Marijuana/Cigar Usage
Carriers that allow usage
(25:57) Quoting & Submitting Business
Quote engines, applications, drop ticket
(29:40) Bonus Opportunities
Bonus program, Brokerage Bucks
(31:16) Resources
Learning aids, trainings, contact information
(32:51) New Agent Portal
How to navigate the new Broker Link
