Training & Booking Resources

Everything you need to work cases with your agency's life planning department: the platform walkthrough, the marketplace training, your downloadable field kit, and the completion check. Work through them in order.

Start Here — The Platform

How the portal works: logging in, your My Cases dashboard, submitting a case, and how every update reaches you and your client. Watch this one first.

Finding the Opportunities — Marketplace Training

Where the cases already sitting in your accounts come from: the triggers to spot in your existing book, the 30-second conversations for owners and for employees, how booking works, and what the department does next. The first video shows you the machine. This one fills it.

Your Field Kit — Downloads

Print these. The quick-start is the two-page version, one page per lane. The field kit is the full reference: talk tracks, objection answers, the same-day sequence, and your scoreboard.

Download the Quick-Start (2 pages)

Download th Full Field Kit

Completion Check

Ten quick scenario questions, about five minutes. Submit it once you've watched both videos — it marks your training complete.

First Name *

Last Name *

Email *

Q1. Reviewing your book, you find a 30-person company owned by two partners whose buy-sell exist only as a handshake. What is your first move?

A. Submit the case so it is on file before someone else does

B. Use the 30-second conversation at your next touchpoint and ask permission for the introduction

C. Mail them a brochure about buy-sell funding

D. Set a reminder to raise it at next year's renewal

Q2. At the enrollment table, an employee says, "I already have life insurance through work" Your best response is:

A. "Good, then you're all set"

B. "Let me show you a policy with a higher face amount"

C. "You do, and it's a good base. But it's capped, and its basic: the planning concepts and strategies above the basic layer were never part of that portfolio. The planning team works out what your family actually needs beyond the basics."

D. "Most people say that before they hear the price"

Q3. An owner tells you, "We already have life insurance." The best response is:

A. "You're right, sounds like you're covered."

B. "That's the benefits layer, and it's handled. This is the layer above it: the concepts and strategies the portfolio never contained. What happens to ownership, the key people, and the family income if something happens."

C. "let me show you an illustration of what a better policy looks like."

D. "No problem, I'll submit your information anyway and the team can explain."

Q4. An employee is interested, then ask: "My boss won't find out about this right?" The accurate answer is:

A. "The employer gets a participation report after enrollment."

B. "Only HR will know."

C. "Right, it's private. Your employer never sees who signs up, who books, or what is discussed."

D. "It depends on the employer's policy."

Q5. A collegue in your own agency submitted the same client yesterday. What happens when you submit today?

A. Both agents stay attached to the case

B. The first submission stands; you are told the client is already being served

C. The client is asked to choose between you

D. The commision is split between both agents

Q6. Booking a discovery call on a client's behalf is allowed:

A. Any time you know the client's schedule well enough

B. Only when you are together with the client and the client agrees to the time

C. Never, clients must always book themselves

D. Only for business owners, not employees

Q7. An owner tells you, "Don't pitch my employees." The right response is:

A. "Understood, we'll reach out to them directly instead."

B. "Understood, and that's not how this works. Nothing is pitched to your staff; anything further happens one on one, privately, and only for the person who asked for it."

C. "We only need ten minutes at the next staff meeting."

D. "They're missing out, but okay."

Q8. A fifteen-year employee mentions she is leaving the company next quarter. Why is that a planning trigger?

A. It isn't, once she leaves, she is no longer connected to your account

B. Her group coverage does not follow her, and the window to convert or replace it is short. The conversation belongs now, with her permission

C. You should alert her manager, so the company can try to keep her

D. She automatically keeps the same coverage at the same price

Q9. An owner, 61, says: "I'll probably sell the business in five years, no need to plan anything." The real issue is:

A. None, an exiting owner has no planning need

B. The five year plan only works if the business survives him being unable to work in year two. That is a succession conversation

C. He needs a price quote this week

D. You should wait until the sale is announced and raise it

Q10. During onboarding, a new hire offers to write down her Social Security number "so you can get things started." You should:

A. Accept it and type it into the referral form

B. Text it to the planning team so they have it on file

C. Decline, Social Security numbers and health details never go on the referral form or by ordinary text/email; anything sensitive is collected securely by the planning team when it is needed

D. Keep it in your notebook in case it is needed later

Questions at any point: email [email protected]