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TRAINING VIDEOS

ACCOUNT EXECUTIVE

               TELEPHONE PROSPECTING TECHNIQUE FOR "GETTING APPOINTMENTS"

Getting an "INACTIVE" account "ACTIVE" again!!!!

Decision Maker Training for Brochure # 59665-7

(There are "4" training videos; tracking the brochure; make sure you review each one "in order" 1 thru 4. 

  

 

COLONIAL DECISION MAKER VIDEO (AUDIENCE EMPLOYERS AND BROKERS) 

 

 

ENROLLER TRAINING SECTION

 

Administrative Resources OE Update 11-8-09 (Using Videos to Sell PPL) 

ADMINSTRATIVE RESOURCES OE UPDATE 11-7-09

                                        SELLING LIFE IN HARMONY (3 LIFE PLANS COMPARED) 

How to create "Benefit Statements" 

"SIMPLIFIED ISSUE ADVANTAGE" for your clients!!

Enroller adjusting-changing the employees' PED and CED

Track an App Training Part 1

Track an App Training Part 2

 

Explaining how "Medical Bridge" can be funded with pre-tax dollars and wellness claims!! 

Enroller Demo Harmony Adding an employee

Add an employee to data base and enroll 401 K , Disability and Term Life

"Be Back " online enrollment (Live Co-Browse) 

Selling off the "SALARY ILLUSTRATION" (Live Co-Browse)

Prepaid Legal Identity Theft product Enroller Training Oct 2010

 

PUBLIC SECTOR

               Approaching Postal Workers on their Route

Using the "Public Sector Agent" activity data base! 

Agent Administration of the "NO PREMIUM RECEIVED REPORT"

HOW TO SEE IF A POSTAL WORKERS BANK ACCOUNT IS SET UP (NEW ! ) 

Coordinator Training

                                Setting up a Harmony D Base (Medical Reimb. and Dep Child Care) 

Core Benefit Statement Census Instructions

Harmony Database Checklist

Individual Products Underwritten by ALLSTATE

Individual Disability Income Plan

OPEN ENROLLMENT VIDEOS

Administrative Resources OE 2010

Complete Clothing OE 2010