Our New Business Intensive Training Course is tailored for individuals who are heavily involved in new business processing at their home office.We cover a range of topics including industry basics, contracting and licensing, annuities 101, suitability, product knowledge, replacements and more!Click here to view a sample agenda.We provide deliverables including fillable data-gathering PDFs, how-to guides, checklists, and an industry language glossary for your admin to bring back to your firm.This is an immersive on-site 2 day training in our Cornelius, North Carolina location. Trainees will see first-hand how our experienced team processes new business.
