Products
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ATP #8 - Consolidating the Sale
CourseThis course examines the steps an agent takes to follow through on the product recommendation chosen by the client, ensuring that a solution is put in place.
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ATP #7 - Providing the Solution
CourseThis course is designed to help agents understand the essential aspects in providing appropriate insurance recommendations that are suitable for the client.
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ATP #6 - Determining the Needs
CourseThis course focuses on the method in determining insurance need through proper financial needs analysis.
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ATP #5 - Identifying the Problems
CourseThis course focuses on the importance of proper education of the benefits and risks of Life and Health Insurance and Retirement Planning to clients and possible gaps in their financial situation.
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ATP #4 - Prospecting
CourseThis course is designed to help advisors identify and effectively prospect clients that may find value in the products and services offered.
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ATP #3 - Basics of Insurance Part 2
CourseThrough this training, agents will understand how Life and Health Insurance works in Canada and familiarize agents with the different insurance options available for their clients.