An overview guide on selling Life Insurance. This session walks through the essentials of Term Life and Final Expense
products — how they work, who they’re right for, and how to position them in client conversations.
Whether you’re new to Life sales or looking to sharpen your approach, you’ll leave with practical talking points to add
Life and Final Expense to your book of business.
RSVP through the training form to reserve your spot.
Step into the role of a true consultant. This training focuses on how to guide your Turning 65 (T65) clients through
Social Security — a critical piece of their retirement puzzle that often gets overlooked.
Going the extra mile to help clients navigate Social Security alongside their Medicare decisions builds
lasting trust and sets you apart as more than just an insurance agent.
RSVP through the training form to reserve your spot.
This session dives into retirement planning from a different angle — the critical role a Last Will & Testament plays in
protecting your clients and their families.
Understanding what your clients should have in place for their Will can strengthen the conversations you have when
working through their Medicare plan, helping you position yourself as a trusted advisor beyond the policy itself.
RSVP through the training form to reserve your spot.
Join us for a focused session on how to sell Medicare Supplement plans and pair them with Heartland’s
Hospital Indemnity coverage. Presenter Jesse Henden will walk through product positioning, client
conversations, and strategies to strengthen your MedSupp pitch with complementary hospital indemnity
benefits.
RSVP through the training form to reserve your spot.
