New Agent Training

Here is our basics training webpage. All you need to get started is contained here.

Zoom Sales Training/Q&A/Role Play

  • Thursdays 8:30 PM ET

  • Fridays 1:00 PM ET

Zoom Link: https://abn.financial/zoomlink

Please be sure you are MUTED.

To dial in only from your cell phone dial 408-638-0968, then when prompted type in the conf call code 937 554 2693

But before you get started watch this video:

The Sales Process

The three systems above come together here with our sales process

  • Mary breaks down the sales process in the Ethos Script (21:49)

  • This is a training call Mary and Jordan did on the sales process on direct transfer leads. This process works for any type of lead when you begin to engage the client so no matter what lead you are working, this process will help you take care of a client. (1:27:23)

Product Training & Underwriting

Product Training

Learn these products in the ARC under the Carriers tab

Consult us for other recommendations based on client health issues.

Final Expense Whole Life

  • First Day Coverage and Graded Benefit

    • Transamerica

  • Guaranteed Issue Whole Life

    • Corebridge

Term Products

  • Simplified Issue Term

    • Mutual of Omaha Term Life Express

    • Foresters Strong Foundation

  • Fully Underwritten Term

    • Transamerica

Underwriting Training Videos

Underwriting Tools

More Training

Here is more in-depth training to increase your skills