Dedicated Insurance Advisors (DIA) will conduct a practical training session focused on Life Insurance, Annuities, and Financial Protection solutions.
The session will review the fundamental concepts and characteristics of the products, how to compare available options, how to identify the appropriate type of client for each solution, and how to recognize additional protection needs through appropriate cross-selling.
The training will also include a practical review of the principal carriers and platforms currently being used through DIA, including how to quote, access the carrier system, begin an application, and submit business.
Life Insurance Carriers
Annuities & Financial Protection Carriers
Topics Include
The objective is for participating agents to finish the session with a practical understanding of the products they will be working with and the ability to identify opportunities, compare solutions, and begin submitting applications through the appropriate carrier platforms.
Audience
Licensed insurance agents and agencies working with or interested in working with Dedicated Insurance Advisors (DIA). Product availability, contracting requirements, appointments, licensing, underwriting, and eligibility vary by carrier and jurisdiction.
Registration / Attendance
In-person attendance is preferred. The training will also be available via Zoom.
Zoom Meeting Link
Request the Zoom meeting link from DIA.
Website / Training Information
https://www.health-life-advisors.com/training-sessions
Notice
Insurance products, carrier availability, appointment status, underwriting requirements, and product features may vary by state and carrier. Agents must be properly licensed, contracted, appointed, and authorized as applicable before soliciting or submitting business.
