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Basic Sales Training 2 Trainer Guide

The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

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lancekim21
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141 views2 pages

Basic Sales Training 2 Trainer Guide

The 3-day Basic Sales Training (BST) 2 agenda covers topics on licensing requirements, types of life insurance products, sales illustrations, underwriting, application processes, claims, anti-money laundering compliance, ethics, and quality business practices. Day 1 focuses on life insurance products, riders, and sales cases. Day 2 reviews topics from Day 1 and covers underwriting, questionnaires, and illustrations. Day 3 discusses application forms, new business requirements, claims, anti-money laundering compliance, ethics, and revalida exams.

Uploaded by

lancekim21
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BASIC SALES TRAINING (BST) 2

Trainers Guide
DAY 1 AM
Licensing and Coding Requirements
Riders
DAY 1 PM

Traditional Life Insurance


Term
Special Accident Insurance
Non-Forfeiture Options
Dividend Options
Whole Life

DAY 2 AM

Review of Day 1 Topics


Endowment
Group Life Insurance
Sales Illustration (Trainer will demonstrate how to
use and access the SI. )
BST 2 Cases ( There are 4 topics in the case. Ask the
participants to form into 4 groups to discuss each
case.)
DAY 2 PM

Underwriting
NMA Level Basic 500
Non Medical Questionnaire
List of Supplementary Questionnaire

Training and Development

Page 1

BASIC SALES TRAINING (BST) 2


Trainers Guide
DAY 3 AM

Review of Day 2 Topics


Filling Out of the Application Form
Completing the Agents Confidential Report
Certificate of Interim Coverage
GAE
Workshop: Spot the Error
New Business Requirements

DAY 3 PM

Claims
AMLA
AMLA Quiz
Statement of Compliance: AMLA
Ethics
Code of Sales and Business Conduct
Statement

of

Compliance:

Business Conduct
Quality Business
Persistency
Revalida Exam

GRADUATION

Training and Development

Page 2

Code

of

Sales

and

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