Product Training & Underwriting
Total Time: 53:26
Product Training
Final Expense Whole Life
Email Signature Only:
To learn the Corebridge Financial Whole Life and Guaranteed Issue products - Click Here
Text Signature:
Royal Arcanum products - Click Here
Guaranteed Issue with Voice Signature:
Royal Neighbors products - Click Here
Mortgage Protection Term
Bookmark this training page to come back to when you have a client that needs a term policy or a mortgage protection policy: Click Here
(note: most of your leads will be final expense so don't get bogged down with mortgage protection unless you have an immediate client that needs it.)
Selling in New York
If you are selling in the state of NY, the product training page for NY can be accessed here:
Underwriting Training
Underwriting
This is how you know what health rating to quote the client. Final Expense and Royal Neighbors has three different rated programs based on the health of the client. The underwriting tool will help you figure that out.
Using the Underwriting Quote Tool
The product being shown happens to be CVS/Aetna. So substitute our final expense product instead as a good starter product for you. The tools is $15 per month and worth every penny.
Download the Health Intake Form - click here
Download the Corebridge Financial Underwriting Guide - click here
Download the Royal Neighbors Underwriting Guide - click here
Download the Royal Arcanum Underwriting Guide - click here
Download the Greensheet - click here
Download the Final Expense Payment and Remote Signature Guide - click here
Product & Underwriting Resources
(3:58)
The Greensheet and Client Intake Form
(4:01)
Book a 15 Minute Status Update with Joy
After you have finished this section, book a status review
of your training progress with Joy our sales mentor.
