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Previous Lecture / Cours précédent
Complete and Continue / Terminer et continuer
2022 CE CREDITS - Path to Success
Program Overview for Equitable Life's CI Path to Success program.
CI Path to Success Program Overview. (1:44)
Client video. (1:51)
Module 1 - Overview of Critical Illness Insurance.
1a. The history and opportunity of Critical Illness Insurance. (6:18)
1b. The three realities of health care. (8:14)
1c. The four question Critical Illness sale. (6:45)
Module 2 Overcoming Objections to Critical Illness Insurance
2a. Anticipating the objections your clients may have. (4:36)
2b. Critical Illness Insurance is expensive. (9:01)
2c. I can use my own money. (7:38)
2d. I don't understand the definitions. (5:57)
2e. I already have disability insurance. (5:41)
2f. I'm healthy - why are you showing me this? (3:38)
2g. Maybe later. (2:44)
2h. That doesn't sound like enough coverage. (3:07)
2i. I already have mortgage insurance. (3:34)
Module 3 Pivoting from other products to Critical Illness Insurance
3a. Pivoting from disability insurance. (5:55)
3b. Pivoting from investment planning. (14:35)
3c. Pivoting From life insurance. (7:22)
Module 4 Positioning Critical Illness Insurance
4a. The Critical Illness Insurance benefit. (9:02)
4b. Critical Illness Insurance in the business market. (9:23)
4c. Critical Illness Insurance for children and young adults. (7:05)
Module 5 Designing the Critical Illness Insurance Solution.
5a. Overview of the CI design. (2:47)
5b. Designing the CI Benefit Amount. (5:37)
5c. The CI Premium Structure. (6:27)
5d. Critical Illness Solution riders. (8:19)
Module 6 Underwriting and Claims.
6a. Pre-positioning Underwriting outcomes. (6:39)
6b. Critical Illness Insurance claims. (4:39)
Closing (1:38)
5a. Overview of the CI design.
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