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Videos:

This page contains training videos on our client processes.  It's vital that our Associates learn these systems.  Read the description for each. 

financial house PDF

Beneficiary forms system.  Click image or here to download.

Budget Worksheet

refisaed budget jpg.png

Training on what to say in different situations. 11/13/21

Understanding Universal Life.

08/31/20

How to explain the financial house to clients.

Saturday training on new 'Lazy with finances' script.  03/11/22

Critical training on using quotes to close life business.  07/12/21

An easy way for anyone to explain what mutual funds are and how they work.  01/29/21

The Mobile FNA Training 1

09/10/20

Spanish presentation and instructions.  click image to download pdf.   02/19/21

Mobile FNA steps.  Click  image to download.

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