Critical Illness Path to Success Program
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This program was designed with you, the Advisor, in mind.
Path to Success: Expert Advice on navigating CI Sales provides you with actionable ideas and scripts that you can implement immediately into your critical illness insurance meetings. CE Credits are available if you review the program in its entirety and complete the quizzes at the end of each section.
Watch details about the CI Path to Success Program:
View the pdf with details about the CI Path to Success Program.
Earn CE Credits:
Click here to view instructions.
If you have any questions please reach out to your local wholesaler directly.
Program Overview
- Module 1 - Overview of Critical Illness Insurance
- Module 2 - Overcoming Objections to Critical Illness Insurance
- Module 3 - Pivoting from other products to Critical Illness Insurance
- Module 4 - Positioning Critical Illness Insurance
- Module 5 - Designing the Critical Illness Insurance Solution
- Module 6 - Underwriting and Claims