Life Insurance Agent Training Page
Life Insurance Agent Resources
Life Insurance Exam Resources
✅Intro to Study Material, Mastering the Exam, Log-In Information
✅Life Insurance Exam - Training Schedule and Trainer Contact Information
✅Life Insurance Exam - Chapter Recaps and Key Information (National
✅Life Insurance Exam - State Information
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✅Contracting Process Information
✅Contracting Contacts - Access to over 50+ carriers​
Training Information and Resources
✅ Life Insurance Agent Expectations and Progression Goals
✅ Sales - Training Schedule
✅ Sales - Scripts and Call Sheet
✅ Product Situations - Who and Where to Write Business
✅ Sales Process Videos
✅ Application Process Videos
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Training Concepts
✅ Waterfall Method
✅ Financial House
✅ Infinite Banking
✅ And more!
Life Insurance Exam Resources
Introduction to the Exam
Introduction to Study Material
Watch this video to learn about accessing the training courses and utilizing our studying platform for the exam.
Chapter 1:
Completing the Application, Underwriting, & Delivery the Policy
Chapter 2:
Types of Life Policies
Chapter 1: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 2: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 3:
Life Policy Riders, Provisions, Options & Exclusions
Chapter 4:
Retirement & Other Insurance Concepts
Chapter 3: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 4: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 5:
Field Underwriting Procedures
Chapter 6:
Types of Health Policies
Chapter 5: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 6: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 7:
Health Policy Provisions, Clauses, & Exclusions
Chapter 8:
Social Insurance
Chapter 7: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 8: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
Chapter 9:
Other Health Insurance Concepts
State Portion of Exam
Chapter 9: Recap Video
Watch this video for an in-depth summary of the Chapter Recap!
State Portion of Exam
National Portion = 77%
State Portion = 23%
Total Exam = 100%
Each state slightly differs in rules and statutes of how the insurance industry is regulated. Please rely on your own studying and training sessions with your trainer for accurate information regarding the state that you will take your exam in.
*Information from the Video Recap and Key Information is provided and cited by ExamFX.com*
Contracting Resources
Be sure to always consult with an E. H. Howard representative for your contracting needs. This ensures that all information and processes are handled correctly.
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Training Information & Resources
Life Insurance Agent:
Expectations and Progression Goals
Sales:
Training Schedule
Product Situations:
Who and Where to Write Business
Sales:
Scripts and Daily Sales Spreadsheet
Digital Business Cards:
Veteran and IUL Digital Business Card Examples
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Application Process Videos:
IUL and Final Expense Application videos
NLG - IUL Application
Watch this video to view the application process for an IUL with National Life Group.
Sales Process Videos:
Sales Process and Sales Training videos
Contracting Information Needed
Before you get to work, we have to get you contract! View this PDF to see all the information we need to get you ready to go.
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