Recordings

All classes that are recorded will be posted here.

Quick Hits

Quick Hit - Open Q&A

October 14, 2026
Audience

Agent and Team Members

Learn
Join our coaches and bring your questions in this open Q&A.
Date
Oct 14
Oct 14
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Finding the Money

October 12, 2026
Audience

Agents and Team Members

Learn
Learn how to consistently uncover assets from new and existing customers.
Date
Oct 8
Oct 8
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Recruiting and Hiring

October 10, 2026
Audience

AGENTS ONLY

Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Date
Oct 1
Oct 1
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - Asking Great Questions

October 7, 2026
Audience

Agents and Team Members

Learn
Learn the art of the question.
Date
Jul 31
Jul 31
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Needs-Based Selling

September 30, 2026
Audience

Agents and Team Members

Learn
Understanding the number one mistake that everyone in the industry makes and how to fix it.
Date
Sep 30
Sep 30
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Starting Your Day Strong

September 23, 2026
Audience

Agents and Team Members

Learn
Learn some best practices to start your day with the right habits and mindset to achieve your goals.
Date
Sep 23
Sep 23
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Leveraging FORM Conversation

September 16, 2026
Audience

Agents and Team Members

Learn
How to build emotional connection, multiline presentations, and marketing utilizing the FORM Conversation.
Date
Sep 16
Sep 16
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Working Lead List

September 10, 2026
Audience

Agents and Team Members

Learn
Learn the processes top offices use to generate consistent, profitable business from leads.
Date
Sep 10
Sep 10
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Customer Care To Life

September 7, 2026
Audience

Agents and Customer Care Team Members

Learn
Join coaches Hunter and Dan as they discuss the key steps to take service transactions to productive life insurance conversations.
Date
Sep 3
Sep 3
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - The Review Bridge

September 2, 2026
Audience

Agents and Team Members

Learn
Learn the most effective way to turn a transactional call into a massive retention and sales opportunity.
Date
Sep 2
Sep 2
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Overcoming Common Objections

August 26, 2026
Audience

Agents and Team Members

Learn
Learn effective strategies to overcome most common objections.
Date
Aug 26
Aug 26
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Tactics for Fall Life

August 20, 2026
Audience

Agents and Team Members

Learn
Fall Life presents unique opportunities to have meaningful life insurance conversations as families refocus on their goals, finances, and future plans. In this session, we'll explore practical strategies for identifying opportunities, creating urgency, and positioning life insurance as an essential part of a family's protection plan. Leave with actionable tactics you can implement immediately during the Fall Life promotional season.
Date
Aug 20
Aug 20
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - The Triangle of Protection

August 19, 2026
Audience

Agents and Team Members

Learn
Learn how to explain and present life and disability to protect a mortgage payment.
Date
Aug 19
Aug 19
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Complete Onboarding Process

August 18, 2026
Audience

Agents and Team Members

Learn
A great customer experience begins long before the first renewal. This session walks through a complete onboarding process designed to build trust, set expectations, and create lasting relationships from day one. Learn the key touchpoints, communication strategies, and follow-up practices that help customers feel confident in their decision and connected to your agency.
Date
Aug 13
Aug 13
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - Key Homeowners Endorsements

August 12, 2026
Audience

Agents and Team Members

Learn
Small coverage additions can make a big difference when it matters most. In this quick-hit session, we’ll review the most important homeowners endorsements, when to recommend them, and how to explain their value in a way customers understand. Learn how the right endorsement conversations can strengthen protection, improve customer confidence, and uncover additional coverage opportunities.
Date
Aug 12
Aug 12
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Presenting Multiline Based on Need

August 6, 2026
Audience

Agent and Team Members

Learn
The most effective multiline conversations don’t feel like sales pitches—they feel like solutions. In this session, you'll learn how to uncover customer needs, identify coverage gaps, and confidently present multiline options that provide real value. Discover how a needs-based approach leads to stronger relationships, better protection, and increased production.
Date
Aug 6
Aug 6
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Utilizing ECRM to Write More Business

July 30, 2026
Audience

Agents and Team Members

Learn
Utilize ECRM to Organize leads and follow ups to convert more prospects to customers.
Date
Jul 30
Jul 30
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - Positioning Supplemental Health Insurance

July 29, 2026
Audience

Agents and Team Members

Learn
Your customers don’t know to ask for it — that’s why your whole office needs to know how to bring it up. This class shows agents and their teams how to introduce supplemental health naturally and confidently, so more customers are better protected.
Date
Jul 29
Jul 29
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - The Importance of the Sales Matrix

July 23, 2026
Audience

Agents and Team Members

Learn
What you say matters. How you say it matters more. This class breaks down the real mechanics of human connection in a sales environment — so every agent and team member shows up to every interaction ready to make it count.
Date
Jul 22
Jul 22
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - Turning Leads Into Quotes

July 16, 2026
Audience

Agents and Team Members

Learn
Learn how to properly transition a lead.
Date
Jul 16
Jul 16
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - Universal Life Overview

July 15, 2026
Audience

Agents and Team Members

Learn
Your customers are asking about it — your whole office should be ready to answer. This class gives agents and their staff a clear, confident understanding of universal life so every conversation moves in the right direction.
Date
Jul 15
Jul 15
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Elevate

Elevate - A-Z Life Appointment Process

July 2, 2026
Audience

Agents and Team Members

Learn
In this class, learn the detailed process for a successful life appointment by uncovering their current plan, conducting a needs analysis, product selection, uncovering budget, and make key recommendations.
Date
Jul 2
Jul 2
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Five Things Whole Life Does

June 29, 2026
Audience

Agents and Team Members

Learn
Whole life is one of the most powerful products in your portfolio — if you know how to use it. This class will give you a clear, practical breakdown of the five things Whole Life actually does, so you stop leaving opportunity (and trust) on the table.
Date
Jun 25
Jun 25
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Term Life Explained

June 17, 2026
Audience

Agents and Team Members

Learn
Gain a detailed understanding of our term insurance portfolio and how to best utilize it to meet customer needs and systematically increase premium production through a conversion process.
Date
Jun 18
Jun 18
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Outside Marketing

June 11, 2026
Audience

Agents and Team Members

Learn
Some of the best opportunities aren't sitting behind your desk — they're out in the community. This session focuses on building a consistent outside marketing strategy that creates relationships, drives referrals, and keeps your pipeline full. Learn how to identify key partners, approach conversations the right way, and turn everyday interactions into long-term business growth.
Date
Jun 11
Jun 11
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Sales Team Job Duties

May 28, 2026
Audience

Agents and Team Members

Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Date
May 28
May 28
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Customer Care Job Duties

May 21, 2026
Audience

Agents and Team Members

Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Date
May 21
May 21
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Quick Hits

Quick Hit - 4R Service Recovery

May 20, 2026
Audience

Agents and Team Members

Learn
Handle difficult situations with an effective four-step approach.
Date
May 20
May 20
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Managing SF Connect

May 13, 2026
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Elevate

Elevate - Total Accountability

May 7, 2026
Audience

Agents and Team Members

Learn
Accountability doesn’t happen by accident — it’s built through clear expectations, consistent follow-up, and a culture where everyone owns the outcome. In this class, we’ll explore practical ways to establish accountability across your team, from setting measurable goals to reinforcing standards and tracking performance. Learn how strong accountability creates clarity, strengthens trust, and drives better results throughout the office.
Date
May 7
May 7
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Systems for an Efficient Office

April 30, 2026
Audience

Agents and Team Members

Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Date
Apr 30
Apr 30
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - The Internet Lead Process

March 26, 2026
Audience

Agents and Team Leaders

Learn
Learn the processes top offices use to generate consistent, profitable business from internet leads.
Date
Mar 26
Mar 26
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - 2026 In-Book Marketing Plan

March 3, 2026
Audience

Agents and Team Members

Learn
Our coaches will discuss the complete in-book marketing plan for 2026. We will pick up where our fast start life list left off. 
Date
Feb 26
Feb 26
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Short Takes

Short Takes - Customer Care to Life

February 12, 2026
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Elevate

Elevate - Maximizing Trophy Club

January 8, 2026
Audience

Agents and Team Members

Learn
Join coaches Hunter Wyant and Sara Labraaten as they go through our key course work, new curriculums, and tools available to maximize Trophy Club in 2026. 
Date
Jan 8
Jan 8
Time
(EST)
1:00 pm
2:00 pm

Watch nowWatch now
Short Takes

Short Takes - Form Conversation

November 12, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Presenting Life Insurance Daily

November 3, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - I Don't Have Time Objection

October 27, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Inbook Medicare Supplement Call

October 24, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Setting the Life Insurance Review Appointment

October 6, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Premium Decreases

August 13, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Uncovering Disability Need in Auto Insurance

July 30, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Outlook 1 Year Meeting

July 8, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Cancelling with Prior Carrier

July 1, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Life Needs Analysis Demo

June 24, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Note-Taking Updates

June 23, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Drive Safe and Save

June 2, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Setting the 4R Appointment

May 13, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - E-Sign Documents

May 5, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Asking for Reviews

April 28, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Asking for Referrals

April 22, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Uncovering Assets

April 14, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - State Minimum

April 7, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Cómo ser afirmativo

March 31, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Staying in the Affirmative

March 31, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Answering the Phone

March 27, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Getting to GNC

March 10, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - In-Book Marketing- Renters, No Auto

March 3, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - In-Book Marketing: Renters, No Life, and Age 45+

February 24, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Step 4: Presentation

February 7, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Step 3: Coverage Explanation

February 6, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Step 2 to Step 3 Transition

February 5, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Step 2: Fact Finding

February 4, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Short Takes

Short Takes - Step 1: Word Tracks 1 and 2

February 3, 2025
Audience

Learn
Date
Time
(EST)

Watch nowWatch now
Elevate

Elevate - Finding the Money

October 12, 2026
Audience

Agents and Team Members

Learn
Learn how to consistently uncover assets from new and existing customers.
Date
Oct 8
Oct 8
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Recruiting and Hiring

October 10, 2026
Audience

AGENTS ONLY

Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Date
Oct 1
Oct 1
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Working Lead List

September 10, 2026
Audience

Agents and Team Members

Learn
Learn the processes top offices use to generate consistent, profitable business from leads.
Date
Sep 10
Sep 10
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Customer Care To Life

September 7, 2026
Audience

Agents and Customer Care Team Members

Learn
Join coaches Hunter and Dan as they discuss the key steps to take service transactions to productive life insurance conversations.
Date
Sep 3
Sep 3
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Tactics for Fall Life

August 20, 2026
Audience

Agents and Team Members

Learn
Fall Life presents unique opportunities to have meaningful life insurance conversations as families refocus on their goals, finances, and future plans. In this session, we'll explore practical strategies for identifying opportunities, creating urgency, and positioning life insurance as an essential part of a family's protection plan. Leave with actionable tactics you can implement immediately during the Fall Life promotional season.
Date
Aug 20
Aug 20
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Complete Onboarding Process

August 18, 2026
Audience

Agents and Team Members

Learn
A great customer experience begins long before the first renewal. This session walks through a complete onboarding process designed to build trust, set expectations, and create lasting relationships from day one. Learn the key touchpoints, communication strategies, and follow-up practices that help customers feel confident in their decision and connected to your agency.
Date
Aug 13
Aug 13
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Presenting Multiline Based on Need

August 6, 2026
Audience

Agent and Team Members

Learn
The most effective multiline conversations don’t feel like sales pitches—they feel like solutions. In this session, you'll learn how to uncover customer needs, identify coverage gaps, and confidently present multiline options that provide real value. Discover how a needs-based approach leads to stronger relationships, better protection, and increased production.
Date
Aug 6
Aug 6
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Utilizing ECRM to Write More Business

July 30, 2026
Audience

Agents and Team Members

Learn
Utilize ECRM to Organize leads and follow ups to convert more prospects to customers.
Date
Jul 30
Jul 30
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Turning Leads Into Quotes

July 16, 2026
Audience

Agents and Team Members

Learn
Learn how to properly transition a lead.
Date
Jul 16
Jul 16
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - A-Z Life Appointment Process

July 2, 2026
Audience

Agents and Team Members

Learn
In this class, learn the detailed process for a successful life appointment by uncovering their current plan, conducting a needs analysis, product selection, uncovering budget, and make key recommendations.
Date
Jul 2
Jul 2
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Five Things Whole Life Does

June 29, 2026
Audience

Agents and Team Members

Learn
Whole life is one of the most powerful products in your portfolio — if you know how to use it. This class will give you a clear, practical breakdown of the five things Whole Life actually does, so you stop leaving opportunity (and trust) on the table.
Date
Jun 25
Jun 25
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Term Life Explained

June 17, 2026
Audience

Agents and Team Members

Learn
Gain a detailed understanding of our term insurance portfolio and how to best utilize it to meet customer needs and systematically increase premium production through a conversion process.
Date
Jun 18
Jun 18
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Outside Marketing

June 11, 2026
Audience

Agents and Team Members

Learn
Some of the best opportunities aren't sitting behind your desk — they're out in the community. This session focuses on building a consistent outside marketing strategy that creates relationships, drives referrals, and keeps your pipeline full. Learn how to identify key partners, approach conversations the right way, and turn everyday interactions into long-term business growth.
Date
Jun 11
Jun 11
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Sales Team Job Duties

May 28, 2026
Audience

Agents and Team Members

Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Date
May 28
May 28
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Customer Care Job Duties

May 21, 2026
Audience

Agents and Team Members

Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Date
May 21
May 21
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Total Accountability

May 7, 2026
Audience

Agents and Team Members

Learn
Accountability doesn’t happen by accident — it’s built through clear expectations, consistent follow-up, and a culture where everyone owns the outcome. In this class, we’ll explore practical ways to establish accountability across your team, from setting measurable goals to reinforcing standards and tracking performance. Learn how strong accountability creates clarity, strengthens trust, and drives better results throughout the office.
Date
May 7
May 7
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Systems for an Efficient Office

April 30, 2026
Audience

Agents and Team Members

Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Date
Apr 30
Apr 30
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - The Internet Lead Process

March 26, 2026
Audience

Agents and Team Leaders

Learn
Learn the processes top offices use to generate consistent, profitable business from internet leads.
Date
Mar 26
Mar 26
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - 2026 In-Book Marketing Plan

March 3, 2026
Audience

Agents and Team Members

Learn
Our coaches will discuss the complete in-book marketing plan for 2026. We will pick up where our fast start life list left off. 
Date
Feb 26
Feb 26
Time
(EST)
1:00 pm
1:30 pm

Watch nowWatch now
Elevate

Elevate - Maximizing Trophy Club

January 8, 2026
Audience

Agents and Team Members

Learn
Join coaches Hunter Wyant and Sara Labraaten as they go through our key course work, new curriculums, and tools available to maximize Trophy Club in 2026. 
Date
Jan 8
Jan 8
Time
(EST)
1:00 pm
2:00 pm

Watch nowWatch now
Quick Hits

Quick Hit - Open Q&A

October 14, 2026
Audience

Agent and Team Members

Learn
Join our coaches and bring your questions in this open Q&A.
Date
Oct 14
Oct 14
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Asking Great Questions

October 7, 2026
Audience

Agents and Team Members

Learn
Learn the art of the question.
Date
Jul 31
Jul 31
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Needs-Based Selling

September 30, 2026
Audience

Agents and Team Members

Learn
Understanding the number one mistake that everyone in the industry makes and how to fix it.
Date
Sep 30
Sep 30
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Starting Your Day Strong

September 23, 2026
Audience

Agents and Team Members

Learn
Learn some best practices to start your day with the right habits and mindset to achieve your goals.
Date
Sep 23
Sep 23
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Leveraging FORM Conversation

September 16, 2026
Audience

Agents and Team Members

Learn
How to build emotional connection, multiline presentations, and marketing utilizing the FORM Conversation.
Date
Sep 16
Sep 16
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - The Review Bridge

September 2, 2026
Audience

Agents and Team Members

Learn
Learn the most effective way to turn a transactional call into a massive retention and sales opportunity.
Date
Sep 2
Sep 2
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Overcoming Common Objections

August 26, 2026
Audience

Agents and Team Members

Learn
Learn effective strategies to overcome most common objections.
Date
Aug 26
Aug 26
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - The Triangle of Protection

August 19, 2026
Audience

Agents and Team Members

Learn
Learn how to explain and present life and disability to protect a mortgage payment.
Date
Aug 19
Aug 19
Time
(EST)
10:30 am
10:45 am

Watch nowWatch now
Quick Hits

Quick Hit - Key Homeowners Endorsements

August 12, 2026
Audience

Agents and Team Members

Learn
Small coverage additions can make a big difference when it matters most. In this quick-hit session, we’ll review the most important homeowners endorsements, when to recommend them, and how to explain their value in a way customers understand. Learn how the right endorsement conversations can strengthen protection, improve customer confidence, and uncover additional coverage opportunities.
Date
Aug 12
Aug 12
Time
(EST)
10:30 am
10:45 am

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Quick Hits

Quick Hit - Positioning Supplemental Health Insurance

July 29, 2026
Audience

Agents and Team Members

Learn
Your customers don’t know to ask for it — that’s why your whole office needs to know how to bring it up. This class shows agents and their teams how to introduce supplemental health naturally and confidently, so more customers are better protected.
Date
Jul 29
Jul 29
Time
(EST)
10:30 am
10:45 am

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Quick Hits

Quick Hit - The Importance of the Sales Matrix

July 23, 2026
Audience

Agents and Team Members

Learn
What you say matters. How you say it matters more. This class breaks down the real mechanics of human connection in a sales environment — so every agent and team member shows up to every interaction ready to make it count.
Date
Jul 22
Jul 22
Time
(EST)
10:30 am
10:45 am

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Quick Hits

Quick Hit - Universal Life Overview

July 15, 2026
Audience

Agents and Team Members

Learn
Your customers are asking about it — your whole office should be ready to answer. This class gives agents and their staff a clear, confident understanding of universal life so every conversation moves in the right direction.
Date
Jul 15
Jul 15
Time
(EST)
10:30 am
10:45 am

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Quick Hits

Quick Hit - 4R Service Recovery

May 20, 2026
Audience

Agents and Team Members

Learn
Handle difficult situations with an effective four-step approach.
Date
May 20
May 20
Time
(EST)
10:30 am
10:45 am

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Quick Hits

Quick Hit - Managing SF Connect

May 13, 2026
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Customer Care to Life

February 12, 2026
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Step 2 to Step 3 Transition

February 5, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Form Conversation

November 12, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Presenting Life Insurance Daily

November 3, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - I Don't Have Time Objection

October 27, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Inbook Medicare Supplement Call

October 24, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Setting the Life Insurance Review Appointment

October 6, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Premium Decreases

August 13, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Uncovering Disability Need in Auto Insurance

July 30, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Outlook 1 Year Meeting

July 8, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Cancelling with Prior Carrier

July 1, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Life Needs Analysis Demo

June 24, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Note-Taking Updates

June 23, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Drive Safe and Save

June 2, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Setting the 4R Appointment

May 13, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Cómo ser afirmativo

March 31, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - E-Sign Documents

May 5, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Asking for Reviews

April 28, 2025
Audience

Learn
Date
Time
(EST)

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Short Takes

Short Takes - Asking for Referrals

April 22, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Uncovering Assets

April 14, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - State Minimum

April 7, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Staying in the Affirmative

March 31, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Answering the Phone

March 27, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Step 4: Presentation

February 7, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Getting to GNC

March 10, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - In-Book Marketing- Renters, No Auto

March 3, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - In-Book Marketing: Renters, No Life, and Age 45+

February 24, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Step 3: Coverage Explanation

February 6, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Step 2: Fact Finding

February 4, 2025
Audience

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Date
Time
(EST)

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Short Takes

Short Takes - Step 1: Word Tracks 1 and 2

February 3, 2025
Audience

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Date
Time
(EST)

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