Q3 2026 – How to Cross-sell Live Insurance: 4 Week Live Instructor Led Virtual Training
August 4 @ 1:30 pm - August 25 @ 2:30 pm
Schedule & What You’ll Learn:
All Sessions are 1 Hour & Limited to a Maximum of 50 Students. This Live Virtual Training Mini Course will show you exactly how to spot cross-sell opportunities in real time, use powerful life insurance triggers, and guide clients toward better protection without awkward sales pitches. By the end, you won’t just “mention” life insurance; you’ll position it as essential.
| Date | Time | Topic |
| August 4th | 1:30 PM EST | Cross-selling Life at Renewal |
| August 11th | 1:30 PM EST | Cross-selling Life on New Business |
| August 18th | 1:30 PM EST | Cross-selling Life on Service Calls |
| August 25th | 1:30 PM EST | Common Life Insurance Triggers & Objections |
What’s Included in the Program?
- Recorded training so you can rewatch our meeting at any time!
- Live Q&A
- Digital workbook
- Community of agents going through the training
- Graduation, awards & prizes for performance and participation
Who Should Join?
- Agency Owners and Operations Leaders who want to increase life insurance revenue without adding more leads by maximizing the conversations their team is already having.
- Team Leads and Department Managers responsible for coaching reps to confidently identify an act on life insurance cross-sell opportunities across new business, renewals, and service calls.
- Licensed and Unlicensed reps who want to confidently sell more life insurance policies and overcome objections with ease.
What Agents Are Saying
“It was the best sales course I’ve taken in 20 years! It was so relatable and really spoke to my industry and what I do daily.”
– Julie M (Recent Trainee)
– Julie M (Recent Trainee)
Instructors
