OUR GOAL IS TO HELP YOU BE SUCCESFUL
With training, tutorials, and mentoring
You shouldn't lose business opportunities while you learn what you need to know.
Gaining initial proficiency should take hours - not weeks!. Start with the most common scenarios and build your skills as you use myDREAMwareTM
YOU DON'T NEED TO TRAVEL ANYWHERE - YOU CAN LEARN WHAT YOU NEED TO KNOW FROM WEBINARS!
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WE ALSO OFFER A SUBSCRIBER FORUM WHERE YOU CAN ASK QUESTIONS AND LEARN FROM EXPERIENCED EXPERTS.
..AND, FOR LARGER AGENCIES,WE WILL EVEN SEND A TRAINING TEAM TO YOU.
See an outline of our TRAINING CURRICULUM ...
Since you may feel you need someone to teach you how to best use our services - that's just what we want to do.
We can provide new confidence in using myDREAMwareTM.
We can give you the skills to demonstrate how to build wealth by accelerating debt reduction and by asset management.
We will show you how to answer frequently asked questions from clients that directly address their underlying concerns.
myDREAMwareTM will give you powerful ways to examine multiple scenarios with detailed financial analyses using client's data.
We want you to develop a better understanding of financial concepts and how to present them to clients.
You can see demonstrations of the latest myDREAMwareTM updates.
Our forums will give you opportunities to interact with experienced users of myDREAMwareTM.
You will learn how to illustrate the impact of using PUAR-based mutual life insurance to help clients optimize their financial future.
We want you to be able to show prospects and clients how to attain their maximum financial potential, how debts affect their financial freedom and the positive impact of reducing all the most common types of debts.
TRAINING CURRICULUM ...
One of our key objectives is to help life insurance agents to understand the power of using Paid Up Additions Riders to help their clients meet their financial goals.
The training that AAS will provide to help you achieve that is intended to be simple and practical. While there are sound principles involved, it is your ability to apply them to the specific needs and preferences of each individual and family that makes all the difference.
The key modules of the training are outlined below. They are provided to you in the form of webinars that you can view as often as you like and refer back to as needed.
Basics of Economics and Finance
1.Time value of money and the effect of compounded interest
2.The true costs of borrowing - (example: lease vs. buy)
3.How inflation impacts us and our economy
4.How the tax system impacts us - progressive taxation and marginal tax rates
5.Tax considerations in using various types of financial assets
Using Life Insurance to Build Wealth
1. How Life Insurance Works - Cash Values and Life Expectancy
2. Effective ways to unlock the borrowing power of life insurance policies
3. Choosing the right insurance product and the right strategy - including mutual companies and ratings
4. Working with clients to understand their resources, constraints, and preferences
Financial assets, monthly debt payments, disposable income
Discussing possible tax issues (what you Must and MUSTN'T say), budgeting, creating a plan, following the plan,
5. Helping clients to monitor their progress - including emergencies and windfalls