Training designed to help agents understand products, conversations, follow-up, and client protection needs.
Approach
PSS Life training is focused on helping agents speak clearly with families, business owners, and clients. The goal is not to overwhelm people. The goal is to help advisors explain protection in a simple, professional way.
Areas
Term life, whole life, universal life, final expense, mortgage protection, and business protection basics.
How to ask the right questions, understand needs, and explain options clearly.
How to collect client information, compare options, and guide people through the application process.
How to follow up professionally without being pushy.
How to talk about key person insurance, buy-sell planning, business loans, and group coverage.
How to explain the opportunity to future agents and grow a team properly.
Path
Intro to PSS Life
Product basics
Scripts and conversations
Quote process
Application walkthrough
Follow-up system
Advanced markets
Recruiting and team growth
Library