SCHEMATIC TRAINING ROADMAP FOR GE PRODUCERS & AGENCY LEADERS

5 Continuous Development Program 4 Leadership Program

FAME
Module 1 Module 3 Module 5
Acumen & Knowledge Sales Process
ƒ Strategic Visioning & ƒ Performance ƒ Agency Business Plan
ƒ Essentials of Investment ƒ Science & Art of Fact Finding Planning Enhancement & Dev.
ƒ Wealth Accumulation ƒ Mind Tools
Module 2 Module 4
ƒ Retirement Planning ƒ CRM
ƒ Group Insurance ƒ A Practitioner’s Approach to selling ƒ Recruitment & Selection ƒ Performance
Strategies for fast growth Management
ƒ Financial Services Planner 1& 2 GSP
ƒ FChFP 1 & 4 ƒ Presentation Skills
ƒ Worksite Marketing
ƒ Business Insurance Applications LEAD
ƒ Basic Concepts In Business Ins.
ƒ Life Planning with E-MAS Module 1 Module 2 Module 3
ƒ CMFAS Mod 8
ƒ Financial Services Planner 3
ƒ Legal Aspects of Life Insurance ƒ Agency Management ƒ Agency Business Plan ƒ Introduction of Company
Support to AM
ƒ T&C Obligations for
Leaders

2 Enhanced Performance College 3 ALPS Program

1 Pre-Contract
FOUNDATION FOUNDATION
FOUNDATION GRADUATION Acumen & Knowledge Leadership
STAGE 1 STAGE 2 STAGE 3
Pre-Contract Licensing
(Life & A&H Products) (Completed all core ƒ Fundamentals of ƒ DISC profiling
* Leap 1 * Meeting Clients’ Needs Electives Financial Planning ƒ Recruitment
* Life Planning Series At least ONE from modules and be an
ƒ M5 (Regulatory FW) * Basic EMAS ƒ Investment
(Savings) Effective Module
ƒ M9 (SCI Exam) * Leap 2 Product Knowledge
ƒ CFP, ChFC, CLU ƒ LAMP
ƒ Health Ins. (SCI Exam) Electives & TWO from Sales Manpower)
* My Life Plan
At least ONE from Process
* Life Planning
Product Knowledge &
Series (Protection) Professionalism Selling Skills
TWO from Sales
Process
Pre-Contract Licensing ƒ Business etiquette ƒ Roadshows
(General Products)
Product Knowledge Electives Sales Process Electives ƒ Effective Business ƒ Selling to different
ƒ Basic Insurance Writing Skills races
Certificate & Principles GSP for New Planners Effective Prospecting Techniques ƒ EQ Path to Sales ƒ Prospecting
ƒ Certificate in Personal Healthcare Products Training Effective Sales Closing Techniques Performance ƒ Closing
General Insurance Peak Performance & Continuous Excellence Effective Sales Strategies ƒ Time Management Techniques
ƒ Commercial Gen. Ins. (PACE) Image & Grooming Workshop ƒ Selling to Wealth
ƒ Financial Life
Coaching ƒ Solution Selling
QUALIFYING CRITERIA For “Super-Charge Your Sales” Incentive Camp ƒ Presentation skills / Strategies
MS PowerPoint ƒ Customer Centric
FYC $4000 (Cumulative) Approach
ƒ Strategies & Skills
Agency Leaders to provide mentorship and guidance to New Planners for sales success
ƒ RIPE