M e n t o r i n g
Agents and Brokers
for Peak Production with
Turn-Key Systems and
Cutting Edge Strategies
LEARN MORE, EARN MORE IN JUST 3.5 DAYS
The EDGE On Life training course will show you how to empower your career by learning about today's superior product designs and then how to
successfully deliver that information to your clients.
You will gain the knowledge and confidence needed to consistently perfom at a high income level. Our wealth creation strategies, turnkey marketing
system and mentoring support will significantly increase your average case size and commissions.
MARKETING & CUTTING EDGE STRATEGIES YOU'LL LEARN NOWHERE ELSE!
$1,500 TUITION FOR THE EDGE 3.5-DAY INTENSIVE TRAINING COURSE INCLUDES:
- Airport Shuttle
- Daily Transportation to and from the conference center to hotel
- 3.5 days of intensive instruction
- Course manual and PowerPoint presentations
- Sales Solution Tools
- Complimentary continental breakfast and lunch
- Membership into the EDGE mentoring program
- Complimentory dinner and round-table discussion
WHAT YOU'LL TAKE WITH YOU
You'll leave EDGE 3.5 Day Training Course with the proprietary
EDGE Sales Solution Materials
as resources to recap everything you've learned and serve as your guide as you take your new skills into the marketplace.
Agenda
Tuesday
| 8:30-9:30 am |
Welcome Reception and Course Overview |
| 9:30 am - 12:00 pm |
Actuarial Design of Life Insurance Contracts - This two and a half hour session examines the actuarial makeup of all
life insurance contracts - Term, fixed whole life and fixed universal life, fixed index universal life and variable life insurance. |
| 12:00-1:00 pm |
Lunch |
| 1:00-3:00 pm |
Understand Indexing Methodologies of Indexed Universal Life Products - Detailed instruction of the crediting methods of
indexed universal life. Learn why IUL is becoming one of America's greatest wealth creation tools. |
| 3:00-5:00 pm |
Wealth Creation Public Seminar and Presentation - Master techniques and learn how to present the proprietary EDGE On
Life PowerPoint presentation to obtain a steady stream of clients willing to meet one on one with you to discuss your strategies (70% or more of attendees will request
a consultation). |
Wednesday
| 8:30 am-12:00 pm |
EDGE On Life Turnkey Marketing System - Review EDGE On Life's exclusive marketing materials -- seminar ads, direct mail
program, full page consumer ad, telephone scripts, one on one sales presentation and the EDGE powerful 8 minute introductory opening summary. |
| 12:00-1:00 pm |
Lunch |
| 1:00-5:00 pm |
Case Design ECU, Underwriting & How To Deliver Rated Cases - Training of actual case study scenarios to create and
implement wealth creation strategies. Learn the secrets of smart field underwriting and proper placement of rated cases. |
| 6:30-8:30 pm |
In Depth Study of the Propriety Edge on Life Public Seminar - See the concepts and training you have learned put into practice
and learn the techniques to deliver a successful and powerful public seminar. |
Thursday
| 8:30-10:00 am |
Evaluation Sheet Breakdown - Using public seminar evaluation sheets, learn the techniques for appointment setting and proper
consultation preparation. |
| 10:30 am-3:00 pm |
Working Lunch - Proper Insurance Replacement Techniques Building upon what you've already learned in the workshop, learn
when to replace and when not to replace life insurance contracts. |
| 3:00-4:30 pm |
Estate Planning Basics - Wills, Trusts, and ILITS This important segment helps you uncover the need for an estate planning
attorney's expertise. Learn how to create a vital alliance with an estate planning professional in your area. Large case sales will often depend on this successful relationship. |
| 6:00 pm |
Complimentory dinner and round-table discussion |
Friday (optional but extremely important)
| 8:30-11:00 am |
Sales Presentation - Take part in one-on-one role-playing to sharpen the concepts you learned throughout the week. |
| 11:00 am-1:00 pm |
What Can Edge on Life Do For You? - EOL's mentoring program can assist you in closing more cases with our national training calls,
client conference calls, conducting your public seminars and case design assistance. You will gain the confidence it takes to be successful in large case life sales. Contact Edge
on Life for specific details. |
| 1:00-2:00 pm |
Closing Discussion & Departure |