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
(5:12) Life Insurance Basics
Licensing & certificates, type of life insurance, matching clients to products, signing up vs. applying
(18:59) Underwriting
Risk classes, pre-screening tips
(22:47) Beneficiaries
Beneficiary vs. contingent beneficiary
(23:54) Insurable Interest
Personal insurance, business insurance
(24:43) Pre-Qualify
Getting your clients information
(27:29) Health Class Cheat Sheet
Tobacco usage
(31:58) Quote Engines
How to quote
(35:53) Summitting Business
How to submit business
(37:44) Resources
Tools, support, Brokerage Bucks, bonus program
(42:27) The Broker Link
Navigating The Broker Link
