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
(0:56) Licensing & Certificates
How to get started
(5:01) Products
Products available at The Brokerage Inc.
(12:03) Underwriting
What is underwriting? What happens during underwriting? Tips
(17:04) Insurance Interest
Personal vs business insurance
(18:30) Qualifying
Pre-qualifier form, tobacco/cigar usage
(26:23) Quoting & Applying
Quote engines, applications, drop ticket
(31:28) Bonus Opportunities
Bonus program, Brokerage Bucks
(33:27) Plum Life
Instant issue term life
(35:14) Resources
Learning aids, trainings, contact information
(36:58) Agent Portal
How to navigate The Broker Link
