Agent Benefits, Discounted E&O Policy & Co-op CE Credits/Exam Prep

Digital file•3 files•By Levinson and Associates

Ancillary Health Products 101 Training Course

Course•By Levinson and Associates

Annuity Training Bundle

Annuity Training Part 1 - 3

Bundle

Disability Income 101 Training Course

Course Objective By the end of this course, agents will understand the fundamentals of Individual Disability Insurance (IDI), how policies work, who needs coverage, underwriting requirements, and how to confidently position and sell disability insurance solutions.

Course•By Levinson and Associates

Final Expense Life 101: Levinson's Guide To Selling Final Expense

Build a strong foundation in Final Expense life insurance with this on-demand training platform designed for life insurance agents. Through a series of easy-to-follow lessons, you'll learn how Final Expense plans work, who they are designed for, key product features, and proven sales strategies to confidently present and sell these solutions to clients.

Course•By Levinson and Associates

Indexed Universal Life (IUL) Mastery Training Series

Take your life insurance business to the next level with this comprehensive training program designed specifically for insurance agents who want to succeed in the growing Indexed Universal Life (IUL) market. Through a series of engaging, easy-to-follow video lessons, you'll learn how IUL policies work, including policy mechanics, index crediting strategies, premium flexibility, cash value accumulation, and client benefits. Beyond product knowledge, this course provides proven sales techniques, client-friendly presentation strategies, and unique marketing concepts designed to help you identify opportunities, overcome objections, and close more business. Whether you're new to IUL or looking to sharpen your expertise, this training series will equip you with the knowledge, confidence, and sales ideas needed to generate more appointments, increase conversions, and grow your life insurance production.

Course•By Levinson and Associates

Life Insurance 101 Course With Cary Levinson

The basics of Life Insurance and how it works.

Course•By Levinson and Associates

Living Benefits Overview Training Course Co-Sponsored By National Life Group

Discover the power of Living Benefits and learn how to position one of the most valuable features available in today's life insurance policies. This comprehensive video training series is designed to help life insurance agents understand how Living Benefit riders work, including Chronic, Critical, and Terminal Illness provisions, and how they can provide clients with financial protection while they are still living. Through easy-to-follow lessons, agents will learn how to explain Living Benefits in simple terms, identify ideal client opportunities, effectively present the value of these riders, and use real-world sales concepts to increase client engagement and policy placement. Whether you're new to Living Benefits or looking to improve your sales approach, this course will give you the knowledge, confidence, and strategies needed to differentiate yourself, create more meaningful client conversations, and grow your life insurance business.

Course•By Levinson and Associates

Long Term Care 101 Presentation

Course•By Levinson and Associates

Medicare 101: Fundamentals Training Series

Build a strong foundation in Medicare with this comprehensive training course designed specifically for health insurance agents. Through a series of informative video lessons, agents will gain a clear understanding of the Medicare landscape, including Medicare enrollment milestones, sign-up periods, CMS-40B and L-564 forms, and how Medicare Part A and Part B work. The course also explores coverage gaps, what Medicare does not cover, Medicare Supplement plans, and the key differences between Original Medicare and Medicare Advantage plans. Whether you are new to the Medicare market or looking to strengthen your knowledge, this training series will provide the education, confidence, and practical insights needed to better serve clients, navigate enrollment conversations, and grow your Medicare business.

Course•By Levinson and Associates

Mortgage Protection 101: Protecting The Family Home

Course•By Levinson and Associates

Part 1: An In-Depth View Of Fixed Annuities And How They Work

Course•By Levinson and Associates

Part 2: Annuity 101 Training

Course•By Levinson and Associates

Part 3: Annuity 101 Training

This course will delve into a comprehensive examination of index allocations, elucidating their mechanisms and functions. Additionally, we will explore the operations and growth aspects of Guaranteed Lifetime Income Riders. Conclusively, the course will conclude with a thorough review of New Business processes concerning e-APPs and Suitability requirements essential for the approval of Annuity Applications.

Course•By Levinson and Associates

Part 4: 8-Week Annuity Workshop With Coach Charles

An extensive eight-week training program focused on sales strategies specific to the annuity sector.

Course•By Levinson and Associates

Quoting & E-application Training For Life, Health & Annuity

Course•By Levinson and Associates

Sales Scripts, Door Openers & Policy Review Guides

Access a library of ready-to-use sales scripts and policy review guides designed to help insurance agents communicate with confidence, strengthen client relationships, and uncover new sales opportunities. Easily download the tools you need to prepare for client conversations, conduct effective policy reviews, and grow your business.

Digital file•14 files•By Levinson and Associates

Whole Life Insurance 101 Training

Course•By Levinson and Associates