Insurance Well Planned is an engaging 2-day experiential program for newly licensed advisors (or those who want to brush up their skills) that takes the knowledge learned through the licensing process and teaches how to apply it with their clients. This program takes the advisor through a sales lifecycle with opportunities to practice skills in a safe, fun environment.

By the end of this session, participants will be able to:

• Confidently qualify potential clients,
• Take clients through the application, underwriting, and medical processes, and
• Develop a solid insurance book of business.