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    Basic Sales Training 2 Trainer Guide

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    lancekim21
    The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Basic Sales Training 2 Trainer Guide

    Uploaded by

    lancekim21
    100 views2 pages
    The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

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    for training old

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    The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    100 views2 pages

    Basic Sales Training 2 Trainer Guide

    Uploaded by

    lancekim21
    The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    BASIC SALES TRAINING (BST) 2

    Trainers Guide
    DAY 1 AM
    Licensing and Coding Requirements
    Riders
    DAY 1 PM

    Traditional Life Insurance


    Term
    Special Accident Insurance
    Non-Forfeiture Options
    Dividend Options
    Whole Life

    DAY 2 AM

    Review of Day 1 Topics


    Endowment
    Group Life Insurance
    Sales Illustration (Trainer will demonstrate how to
    use and access the SI. )
    BST 2 Cases ( There are 4 topics in the case. Ask the
    participants to form into 4 groups to discuss each
    case.)
    DAY 2 PM

    Underwriting
    NMA Level Basic 500
    Non Medical Questionnaire
    List of Supplementary Questionnaire

    Training and Development

    Page 1

    BASIC SALES TRAINING (BST) 2


    Trainers Guide
    DAY 3 AM

    Review of Day 2 Topics


    Filling Out of the Application Form
    Completing the Agents Confidential Report
    Certificate of Interim Coverage
    GAE
    Workshop: Spot the Error
    New Business Requirements

    DAY 3 PM

    Claims
    AMLA
    AMLA Quiz
    Statement of Compliance: AMLA
    Ethics
    Code of Sales and Business Conduct
    Statement

    of

    Compliance:

    Business Conduct
    Quality Business
    Persistency
    Revalida Exam

    GRADUATION

    Training and Development

    Page 2

    Code

    of

    Sales

    and

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