NFP Training & Education has a big year planned for 2013. Based on your feedback from the 2012 Training Survey, we’ve designed a comprehensive schedule of course offerings to help you strengthen your skills and increase your industry knowledge throughout the new year.
Starting in 2013, life insurance trainings will have Voice Over IP (VOIP) audio, so you’ll have the option to call in or simply turn your computer speakers on. Need to ask a question using VOIP? It’s easy — just use the WebEx chat feature or use a microphone connected to your computer.
Whether you’re experienced in the insurance industry or just starting out, we have courses to help you succeed. Check out the list of 2013 life insurance trainings below, or visit the NFP Training Calendar at any time to view details and register for all available trainings.
| Advanced Sales Resources |
| COLI/BOLI: NFP Executive Benefits will discuss corporate owned life insurance and bank owned life insurance in detail, and show what your firm can do to be more successful in this arena. (Virtual Class) |
January 29, 2013
1:00 p.m. CT
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July 9, 2013
10:00 a.m. CT
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| Basic Sales Concepts: The Advanced Sales team will emphasize a few basic sales concepts you should be implementing at your practice. (Webinar) |
March 13, 2013
1:00 p.m. CT
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| Presentation Solutions: Bridging the Gap with MRL: In this class, we’ll go over some frequently used features of Presentation Solutions, and explain how you can use some features quickly and easily with the Marketing Resource Library (MRL). (Virtual Class) |
March 20, 2013
1:00 p.m. CT
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| Advanced Sales Concepts: The Advanced Sales Resources team will emphasize higher-level sales concepts you should be implementing at your practice. (Webinar) |
July 17, 2013
1:00 p.m. CT
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| Carriers |
| Monthly Carrier Calls: Each month a Carrier will present on its website navigation and discuss its current niche in the market. The Carriers will also discuss their hot products and target clients, as well as show you how to run an illustration using their software. (Webinar) |
Pacific Life
January 15, 2013
1:00 p.m. CT
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AXA
February 28, 2013
1:00 p.m. CT
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Aviva
March 21, 2013
1:00 p.m. CT
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ING
April 18, 2013
1:00 p.m. CT
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John Hancock
May 23, 2013
1:00 p.m. CT
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MetLife
June 20, 2013
1:00 p.m. CT
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Nationwide
July 18, 2013
1:00 p.m. CT
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Transamerica
August 15, 2013
1:00 p.m. CT
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American General
September 26, 2013
1:00 p.m. CT
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Prudential
October 24, 2013
1:00 p.m. CT
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| PartnersFinancial Member Services |
| PartnersFinancial Basics: This class is designed to introduce new firm members to the history and resources of PartnersFinancial and NFP. (Virtual Class) |
January 16, 2013
10:00 a.m. CT
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July 10, 2013
1:00 p.m. CT
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| Product |
| Life Insurance Riders: This training will highlight some of the more common riders you see added onto life insurance sells. We’ll then go into detail about each rider and what it entails. (Virtual Class) |
February 13, 2013
10:00 a.m. CT
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August 8, 2013
1:00 p.m. CT
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| Product and ProductExpert: This class will introduce people new to the life insurance industry to the most common life insurance products. We'll close by going over how to use ProductExpert 2.0. (Virtual Class) |
March 19, 2013
10:00 a.m. CT
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October 22, 2013
1:00 p.m. CT
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| Indexed Universal Life: This class will cover all the details of indexed universal life and why it may be a great option for your client. (Virtual Class) |
April 10, 2013
1:00 p.m. CT
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October 16, 2013
10:00 a.m. CT
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| Professional Development |
| Time Management: Learn some helpful tricks to manage your time at work during this two-day course (one hour each day). This class will have a maximum of 30 participants for each offering. (Virtual Class) |
February 26 – 27, 2013
10:00 a.m. CT
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August 13 – 14, 2013
1:00 p.m. CT
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| Technology |
| Apps for Your iPad: Here we’ll uncover some handy iPad apps to help sell insurance and increase office productivity. (Webinar) |
February 12, 2013
1:00 p.m. CT
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| Underwriting |
| Prostate Cancer: Dr. Jack Swanson, M.D., medical consultant for NFP, will present this two-part training on underwriting prostate cancer. (Webinar) |
Prostate Cancer: Part One
January 17, 2013
10:00 a.m. CT
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Prostate Cancer: Part Two
January 31, 2013
10:00 a.m. CT
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| Monthly Underwriting Calls: Each month a different Carriers will cover a hot topic in the underwriting field. (Webinar) |
February 14, 2013
10:00 a.m. CT
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March 14, 2013
10:00 a.m. CT
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April 11, 2013
10:00 a.m. CT
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June 13, 2013
10:00 a.m. CT
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July 11, 2013
10:00 a.m. CT
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August 8, 2013
10:00 a.m. CT
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September 12, 2013
10:00 a.m. CT
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October 17, 2013
10:00 a.m. CT
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| Packaging a Case: Learn how to gather and present all of your client’s data for the carrier on the underwriting side during this three-day course (one hour each day). (Virtual Class) |
May 28 – 30, 2013
10:00 a.m. CT
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October 29 – 31, 2013
1:00 p.m. CT
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Basic Medical for Underwriting Purposes: This call will cover basic medical inquiries underwriters have, and go into some basic medical record reading. (Webinar) |
June 19, 2013
1:00 p.m. CT
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In addition, Training On Demand modules are available for insurance tools such as ProductExpert, Presentation Solutions, UConnect, UnderwritingExpert, the Marketing Resource Library and more. Some of these modules will be updated in 2013, and new modules will be created.
Please contact Lena Dominguez at ldominguez@nfp.com with any life insurance training questions. |
