Course Description
This course covers the necessary steps to effectively and quickly write an application will with a client.
This is course will cover navigating the impact from Option 1/2 to Signing, and is designed to pick up where your foot camp training left off.
Key concepts covered include:
- Effective application write up
- Efficiency in navigating all the forms
- Addendum completion
- Understanding backend forms
- Policy writing Strategies
- Delivery and What Comes Next
The course is designed as a practice aid. You should review and practice each section until you are proficent. All agents should have at least 5 hrs-10hrs of application writing time and no less than 10 complete practice application to reach proficiency in Eapp policy writing.