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:

Choose Your Track

These blue links are all clickable to watch a video or to download a file.

Call Out Leads

CTL Leads ($1 Lead Program)

Ethos Leads

Older Direct Mail Leads

Mortgage Protection Leads

In-Home Appointments

Answering Objections

Tying Down Appointments

OMP Live Transfer Leads

We have a proprietary training process for this program. The sales tools, scripts, techniques and process are specific to this program and not available to anyone who hasn't invested in this program. To learn more about this program see the videos below. To find out about the next training sessions contact Patrick at [email protected].

Note: If you are new to insurance, then you need to learn underwriting and electronic apps and dialing call out leads. This program is for experienced agents who know how to quote based on the client's health and the electronic application skills and they have done telesales life insurance before.

Before you can sign up for this lead program you must meet these requirements in this document: https://abn.financial/OMPTrainingRequirements

How the OMP Live Transfers Work

Early Success with the OMP Live Transfer Program

How to Sign Up For the Program

Get Started

The Sales Process

The three systems above come together here with our sales process

  • Mary breaks down the sales process for CTL Leads (1:16:11)

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

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

The Most Common Question Answered

What is the best lead program that I should invest in?

We believe to get started we recommend our $1 leads using the CallTools dialer system. If you do not have the money to invest in the OMP Live Transfer Program, then this CTL lead program is the way to earn the money to get on the program.

More Training

Here is more in-depth training to increase your skills

Call Tools Training

Important To Do After You Get Your Numbers

Run ALL your number through ALL of these!! Protect them! Use these even if you dont use the CTL leads or Dialer!

All new CTL numbers are considered high risk simply because they are new, all numbers acquired are also purchased new and are not resold.

 

All numbers provided in Call Tools have a level A attestation which provides the highest level of deliverability.

 

On the CTL Dialer platform they use 2 major companies that check the reputation of a caller ID/number like NoMo Robo and Robo Killer. Some carriers are more aggressive than others.
 

You should register ALL your numbers! 

Maximizing CallTools to Sell More (55:12)