Become the multi-line agent your customers want and need through Patriot Insurance’s “Trustworthy Selling” education series. This series of class offerings are a virtual meeting format with content developed by LIMRA, a worldwide research, learning and development organization, to help you cultivate the necessary skills to develop an advisory relationship with customers. In turn, you’ll increase sales, improve policy retention and gain better relationships.
Through this series, you’ll learn to:
- Understand behavioral finance
- Align customer needs with preferences
- Naturally pivot to life and retirement needs in conversation
- Build trust with customers
- Create cross-selling opportunities
For more information about the training content and benefits, please feel free to contact Rich Pomeroy at (989) 430-6301 or rich.pomeroy@fmins.com or your Life sales manager.
Classes will be held virtually over six weeks and will be two hours in length. There is no tuition cost to attendees for this program, however registrants are asked to register only if they are able to attend all six classes in the series. See class schedule below:
Tuesdays, 10 a.m. to 12 p.m.
- Sept. 22, 2020
- Sept. 29, 2020
- Oct. 6, 2020
- Oct. 13, 2020
- Oct. 20, 2020
- Oct. 27, 2020
Don’t wait; the deadline to register is Friday, Sept. 4. To register, please send an email to life@fmins.com with your first and last name, phone number, agency name and agency code. A confirmation email will be sent once registration is recorded.
For registration questions, please contact Wanda Raymond at (800) 234-1133 extension 2645 or wanda.raymond@fmins.com.
