PC Life Affiliate Training Campus - Heartland Financial Group

P&C Life Affiliate Training Campus

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Welcome to the P&C Life Affiliate Training Campus

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1. P&C Life Affiliate Phase 1

Learn about Phase 1 of the P&C Life Affiliate Program, the requirements and responsibilities, and how correct execution of this phase of the program sets the table for Phases 2 & 3.

P&C Life Affiliate 101

Agency Owner Learn More Flyer

P&C Agency Owner Approach Script

P&C Life Affiliate Phase 1

Life Announcement Telephone Script

Homeowners Policy Renewal (X-Date) Telephone Script

Coverage Review Appt.

Coverage Review Presentation Script

Additional Coverage Questionnaire

Library: Additional PDF's

Declaration Page Examples

Financial eValuator

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2. P&C Life Affiliate Phase 2

Phase 2 of the P&C Life Affiliate program begins when you are ready, and when you have some time and experience under your belt achieving success with Phase 1 of the program.

P&C Life Affiliate Phase 2

Mailer Follow-up Telephone Script

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3. P&C Life Affiliate Phase 3

Phase 3 of the P&C Life Affiliate program is where things really accelerate and you leverage your time and training into a career, income and lifestyle that few ever achieve.

P&C Life Affiliate Phase 3

CSR Recommendation Script

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6. Core Carriers & Product Knowledge

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

American Amicable

Americo

Mutual of Omaha

ANICO

Foresters Financial

North AmericanLife

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7. Additional Resources (Library)

An archive of training calls & webinars, documents, forms, and other useful items.