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Course Content
Phase 0
My Path to Here
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Phase 1 - 101
Module 1: Agents 101
5 Topics
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1 Quiz
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Module 2: IBC 101
26 Topics
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1 Quiz
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Module 3: Life Insurance 101
24 Topics
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1 Quiz
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Module 4: Compliance
3 Topics
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1 Quiz
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Phase 2 - The Conversation
Module 1: Skils You’ll Need
4 Topics
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1 Quiz
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Module 2: Pre-Meeting
2 Topics
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1 Quiz
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Module 3: During The Meeting
4 Topics
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1 Quiz
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Module 4: The Client Process
2 Topics
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1 Quiz
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Module 5: The Importance of Death Benefit
2 Topics
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1 Quiz
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Meeting Templates
4 Topics
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Phase 3 - You're A Business Owner Now
Module 1: Business Owner Responsibilities
2 Topics
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1 Quiz
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Module 2: Building out Your Business as an Agent
2 Topics
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1 Quiz
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Module 3: Different Ways of Growing Your Business
4 Topics
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1 Quiz
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Module 4: Different Tools to Grow Your Business
2 Topics
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1 Quiz
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Phase 4 - All Things Policy Related
Module 1: Different Types of Policies & Case Studies
5 Topics
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Module 2: Types of Policies & Problems They Solve
14 Topics
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6 Quizzes
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Module 3: Circumstances You’ll Run Into & How to Help Your Client
16 Topics
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8 Quizzes
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Module 4: Policy Riders & How They’re Used
30 Topics
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10 Quizzes
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Module 5: How to design a policy and factors to consider
11 Topics
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5 Quizzes
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