Intermediate Eapp Training

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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.

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