COPS Campus

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Welcome to the COPS Campus

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1. COPS 101

Learn about the COPS system, how to become the best of the best, what it means to be a fully qualified COPS Specialist, your mission statement, about selling value and more.

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COPS Mission Statement

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COPS Certified Specialist

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Become the Best

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It's About Value

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2. Your Target Market, Prospecting & Leads

Who is your target market and how do you get to them? The ins and outs of facility visits, gathering leads, and reaching beyond them to get to others in your target market.

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Your Target Market

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Reaching Target Market

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Facility Visits & Prospecting

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Lead Triggers

Library: Additional PDF's

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3. Setting Appointments

Once you have generated leads, it’t time to set your appointments and visit your prospects in their homes.

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Appt. Setting Phone Script

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Patience & Persistance

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Phone Objections

Library: Additional PDF's

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4. The Appointment & Presentation

You’ve set the appointment, now what? Master the scripts that will lead your from your first visit to closing the sale and beyond.

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1st Appt. Presentation

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2nd Appt. Presentation

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Pension Max Script

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5. Placing Your Business

A crucial step in the process. You must place your business to get paid. The tips, tricks and resources to get your business issued quickly, and money in your bank account.

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6. Core Carriers & Product Knowledge

This is where you’ll find term & IUL core product training & information, underwriting guidelines, brain sharks, webinars, videos, and links to the specific carrier website resources.

North American (Life)

North American’s portfolio of indexed universal life, universal life and term life insurance products can satisfy the varied needs of your clients such as accumulation, wealth transfer, income supplement, asset protection, wealth preservation and retirement supplement.