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    • Resources
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  • Sales Tools
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New Agent Workshop

Day 1: Intro to Life Insurance

Day 1: Intro to Life Insurance

Day 1: Intro to Life Insurance

In this section, you will be introduce to the world of life insurance. Understanding the basics and becoming acquainted with the various product options to enable you to serve your clients as an expert in the field.

Begin Day 1

Day 2: Talk the Talk

Day 1: Intro to Life Insurance

Day 1: Intro to Life Insurance

To walk, you must first learn to crawl. In this section, we will teach you the terminology and acquaint you with techniques designed to navigate you through your sales journey.

Begin Day 2

Day 3: Tools & Resources

Day 1: Intro to Life Insurance

Day 3: Tools & Resources

The success of a broker is directly tied to the support they receive. This section will familiarize you with the Tools & Resources available to you within the Infinite team.

Begin Day 3

Day 4: Carrier Overview

Day 4: Carrier Overview

Day 3: Tools & Resources

Meet your Carriers! In this section, we will present you to all of the carriers that you will be  partnering with to service your clients needs.

Begin Day 4

Day 5: Compensation

Day 4: Carrier Overview

Day 5: Compensation

Final stretch!!! We've guided you through everything necessary for you to begin this new journey as an Insurance Broker. Now it's time to show you how you are paid.

Begin Day 5

Workshop Assessment

Day 4: Carrier Overview

Day 5: Compensation

Now that you have completed all 5 sections, let's put what you have learned to the test.


At the end of this workshop, you should be fully  versed with the following:

  • Life insurance Basic Products & Policy Options
  • Surcharging Right Mindset for you to be successful
  • Script Terminology: Having a guide to perfect your sales pitch
  • Handling & Overcoming  Objection/Rebuttals 
  • Locating and utilizing your Tools & Resources
  • Know the carriers & how to access their portals
  • Understand your Comp Plan

Begin Assessment
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