850 University
Prospecting without pressure, the fact-finder, presenting clear options, benefits said the right way, handling objections about money, timing, trust and beliefs, applications and underwriting, delivery and the free look, follow-up and reminders, and staying in the business.
Learn respectful ways for a licensed agent to find people who may need life insurance: warm market, referrals, community, social media and bought leads, plus how to book a meeting the right way.
Learn how a licensed agent runs a fact-finder, the needs analysis conversation that turns a family's goals, debts, income, existing coverage, budget and health basics into a coverage amount.
Learn how a licensed agent presents two or three clear life insurance options, ties each to the client's goals, explains what is and isn't guaranteed, and lets the client choose.
Is Selling Life Insurance: The Sales Process free on 850 University?
Yes — 10 of 10 lessons in this course are free with an 850ai account. Watch on YouTube anytime; create a free account to take quizzes and track progress.
How many lessons are in Selling Life Insurance: The Sales Process?
This course includes 10 short video lessons, each followed by a quiz when you learn inside the 850ai app.
Can I dispute errors on my credit report after this course?
850 University teaches the concepts; 850ai can analyze your credit report and generate dispute letters when you are ready. Start free at my850.ai/landing.
Learn the strategy here, then let 850ai analyze your credit report and generate dispute letters tailored to your accounts.
Learn the real benefits of life insurance and how to explain each one accurately: the death benefit, level premiums, conversion, living-benefit riders, cash value access and direct payment to beneficiaries, plus the phrases to avoid.
Learn respectful, honest responses to five common money and timing objections to life insurance, with why people say each one, a question to ask, the data behind it and what not to say.
Learn how to answer trust and belief objections to life insurance with respect: why people raise them, what to say, what to ask, and what never to say.
Learn how to take a life insurance application honestly, what insurers check, how to set expectations on timelines, and how to handle rated offers and declines with a client.
Learn how to deliver a life insurance policy so the client understands it: walking through the contract, the free look, beneficiaries, payments and the reason they bought it.
Learn how agents follow up after a sale with compliant reminders for annual reviews, life events, conversion deadlines and payments, and what never to put in a message.
Learn the common obstacles new life insurance agents face, from rejection and declines to chargebacks, lead costs and burnout, and how ethical habits help agents and clients.