allstate life & retirement - allstate financial | login insurance best practices page 16 the...
TRANSCRIPT
Allstate Life & Retirement Education Catalog
First Quarter 2018
2
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Introduction Allstate Life & Retirement Sales Education
The Allstate Life & Retirement Sales Education team contributes to the growth and overall success of Allstate by developing and delivering quality education for agency owners, agency staff, financial specialists and employees, empowering them to deliver compelling solutions and protection to Allstate customers.
Allstate Life & Retirement Sales Education provides a comprehensive collection of tools and resources to assist you with your life and retirement education needs.
• A diverse library of interactive, self-paced eCourses located in TalentConnection
• Learning Paths by role to guide education paths
• Weekly live webinars for Allstate agency owners, agency staff, financial specialists, and field leaders
• A collection of previously recorded webinars, videos, and podcasts
• Allstate Life & Retirement sponsored financial designations
For more information about ALR Sales Education and a complete list of tools and resources, visit the education page on iSellFinancial.
Mission Statement
About ALR Sales Education:
3
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Table of Contents The ALR Sales Education Catalog provides an overview of the life and retirement education available to Allstate agency owners, agency staff, financial specialists, and field leaders.
Education Categories Page 4
Introduction to Life and Retirement Page 5
Allstate Standards and Compliance Page 7 Life Insurance Products Page 9
Life Insurance Illustrations, Applications, and Underwriting Page 13 Life Insurance Best Practices Page 16
The Life Insurance Conversation Page 18
Underwriting Page 22
Retirement Education Page 23 Annuities Page 25
Mutual Funds Page 25
Compensation Page 26
Technology and Tools Page 27
New York Only Page 30 Learning Paths Page 31
New Agency Owner Education Page 32 Agency Staff Education Page 35
Life Binding Authority Page 36
Life Champion Program Page 36
New Financial Specialist Education Page 37
New Financial Specialist Sales Associate Education Page 40
Additional Education Opportunities Page 43 iSellFinancial Page 43
Allstate Life & Retirement Sales Support Page 43 Allstate Life & Retirement Media Center Page 44
TalentConnection Page 45 Allstate University Online Page 45
Advanced Solutions Page 46
Commitment to Excellence Program Page 47 Professional Financial Designations Page 47
Appendix Page 48
4
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Education Categories
Includes interactive, self-paced eCourses, recorded webinars, and videos that are organized by topic:
Introduction to Life and Retirement
Learn more about Allstate Life & Retirement basics with these foundational courses.
Allstate Standards and Compliance Review key principles in the industry as well as Allstate specific guidelines.
Life Insurance Products Explore Allstate’s life insurance products and their features.
Life Insurance Illustrations, Applications, and Underwriting Explore each step of the life insurance process, from quoting to underwriting.
Life Insurance Best Practices Use best practices from your peers to enhance your own processes. Take a closer look at best practices for The Life Insurance Conversation and Underwriting.
Retirement Education Learn more about selling retirement products, including Broker Dealer processes and procedures. Take a closer look at the features of Annuities and Mutual Funds.
Compensation Review Allstate Life & Retirement compensation.
Technology and Tools Explore tools to help you with selling life and retirement products.
New York Only Courses (For New York Region Only) Learn more about New York specific regulations and processes.
Education Categories
5
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Introduction to Life and Retirement Learn more about Allstate Life & Retirement basics with these foundational courses:
Introduction to Life and Retirement This course summarizes the history of Allstate Life & Retirement by exploring why selling life insurance is important to customers and agencies, and highlights the solutions offered through ALR and the partnership process with a financial specialist.
• TalentConnection Item ID: AF-SALES-LBA-INTRO • Duration: 30 minutes
• Link: Introduction to Life and Retirement eCourse
Targeted Topics: Life and Retirement Product Solutions This course provides an introduction to Allstate Life & Retirement solutions.
• Allstate University Online Course ID: 8721
• Duration: 9 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Financial Planning Pyramid This course illustrates how to build a financial plan with customers and how to prioritize their needs by using a pyramid to symbolize the steps of a complete financial plan.
• TalentConnection Item ID: AF-SALES-EDU-PYRAMID
• Duration: 15 minutes
• Link: Financial Planning Pyramid eCourse
Jay Wischum Explains Three Key Coverages In this course, Jay Wischum explains where life insurance fits into the “Three Key Coverages” and how to engage customers using this approach.
• TalentConnection Item ID: AF-SALES-3KEYCOV-VID
• Duration: 10 minutes
• Link: Jay Wischum Explains Three Key Coverages eCourse
Education Categories
6
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Planning for a Good Life This course reviews the recommended approach to the financial planning conversation incorporating the materials included in the Planning for a Good Life Kit.
• TalentConnection Item ID: AF-SALES-EDU-PFAGL • Duration: 10 minutes • Link: Planning for a Good Life eCourse
Education Categories
7
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Allstate Standards and Compliance Review key principles in the industry as well as Allstate specific guidelines:
Allstate Corporate Do Not Call (DNC) Policy Overview This course provides an overview of the Allstate Corporate Do Not Call Policy. It reviews the necessary guidelines to follow in order to comply with the policy and regulatory rules.
• TalentConnection Item ID: SALES-COMPL-DNC
• Duration: 30 minutes
• Link: Allstate Corporate Do Not Call (DNC) Policy Overview eCourse Safeguarding Personal Information This course identifies the threats to customer and prospect personal information and helps you implement controls to help safeguard it. It also highlights the benefits of having a comprehensive written information security program for your agency.
• TalentConnection Item ID: SALES-SAFEGUARDING_PERS_INFO
• Duration: 55 minutes
• Link: Safeguarding Personal Information eCourse Anti-Fraud Education This course looks at your role in preventing, detecting, and reporting suspected fraud and suspicious activity, and provides an overview of common fraud schemes in the insurance industry.
• TalentConnection Item ID: AF-SALES EDU-FRAUD
• Duration: 25 minutes
• Link: Anti-Fraud Education eCourse
Allstate Life and Retirement: Compliance and Ethics This course reviews Allstate’s standards for ethical and compliant business practices, along with proper life insurance replacement procedures.
• TalentConnection Item ID: AF-SALES-LBA-ETHICS
• Duration: 30 minutes
• Link: Allstate Life and Retirement: Compliance and Ethics eCourse
Education Categories
8
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Financial Abuse of Elderly & Vulnerable Persons Education This course features red flags that may indicate abuse and common scams that target the elderly, as well as how to report suspected abuse.
• TalentConnection Item ID: AF-SALES-EDU-ELDER
• Duration: 15 minutes
• Link: Financial Abuse of Elderly & Vulnerable Persons eCourse
Education Categories
9
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Insurance Products Explore Allstate’s life insurance products and their features:
Targeted Topics: Life and Retirement Product Solutions This course provides an introduction to Allstate Life & Retirement solutions.
• Allstate University Online Course ID: 8721
• Duration: 9 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Basics of Life Insurance This course defines what life insurance is by exploring the basic types of life insurance, their characteristics, and their benefits.
• TalentConnection Item ID: AF-SALES-LBA-BASICS
• Duration: 45 minutes
• Link: Basics of Life Insurance eCourse
ALR Basic Term Education This course reviews Allstate Basic TermSM, a simplified issue, 15 year term product, which offers benefit amounts of $50,000, $100,000, and $150,000.
• TalentConnection Item ID: AF-SALES-PROD-BASIC
• Duration: 10 minutes
• Link: ALR Basic Term Education eCourse
ALR TrueFit Education This course explores Allstate TrueFit®, a term product that provides customized protection by allowing customers to choose their term duration between 10 and 30 years and layer their coverage to address their unique needs.
• TalentConnection Item ID: AF-SALES-PROD-TRUEFIT
• Duration: 30 minutes
• Link: ALR TrueFit Education eCourse
Education Categories
10
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
TrueFit Dialing & Layering This session provides a demonstration of dialing and layering with Allstate TrueFit®. It also features, financial specialist, Michael Hoover (Northwest Region), sharing his best practices for selling Allstate TrueFit®.
• Recorded Webinar
• Duration: 1 hour
• Link: TrueFit Dialing & Layering Webinar
Targeted Topics: Term vs. Permanent Life Insurance This course examines term and permanent insurance by focusing on the importance of identifying each customer’s unique and individual needs to offer the most appropriate type of life insurance.
• Allstate University Online Course ID: 8722
• Duration: 7 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Whole Life Tribute This course walks through Allstate Whole Life TributeSM, a simple, affordable solution for customers interested in basic permanent coverage.
• TalentConnection Item ID: AF-SALES-PROD-WLT
• Duration: 15 minutes
• Link: Whole Life Tribute eCourse
Whole Life Advantage ® This course reviews Allstate Whole Life Advantage ®, a product which offers solid protection and several guarantees.
• TalentConnection Item ID: AF-SALES-PROD-WLA
• Duration: 15 minutes
• Link: Whole Life Advantage ® eCourse
Education Categories
11
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Understanding UL
This course covers cash value life insurance and reviews key concepts including tax advantages, tax diversification, properly funding a current assumption UL policy, death benefit options, and secondary guaranteed universal life policies.
• TalentConnection Item ID: AF-SALES-EDU-UL
• Duration: 30 minutes
• Link: Understanding UL eCourse
Lifetime UL® This course explores Allstate Lifetime UL ®, a permanent product which has flexible premiums, a guaranteed death benefit, and an exit strategy should one be needed.
• TalentConnection Item ID: AF-SALES-PROD-LTUL
• Duration: 15 minutes
• Link: Lifetime UL® eCourse
FutureBuilder UL This course walks through Allstate FutureBuilder ULSM, an affordable permanent product that provides an opportunity to accumulate cash and allows flexibility for the future.
• TalentConnection Item ID: AF-SALES-PROD-FBUL
• Duration: 15 minutes
• Link: FutureBuilder UL eCourse
FutureGrowth IUL This course explores Allstate FutureGrowth IULSM, a permanent product that provides flexibility, control, growth potential, and accessible cash value.
• TalentConnection Item ID: AF-SALES-PROD-FGIUL
• Duration: 15 minutes
• Link: FutureGrowth IUL eCourse
FutureVest VUL
This course explores Allstate FutureVest VUL, a permanent product that offers growth potential, flexibility, and the security of a death benefit.
• TalentConnection Item ID: AF-SALES-PROD-FVVUL
• Duration: 30 minutes
• Link: FutureVest VUL eCourse
Education Categories
12
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Permanent Product Comparison & Insmark Demo This session compares Allstate’s permanent life insurance products by walking you through the benefits of each product. It also demonstrates the Insmark illustration tool for advanced customer proposals.
• Recorded Webinar
• Duration: 1 hour
• Link: Permanent Product Comparison & Insmark Demo Webinar
Term Conversions This course emphasizes the opportunity for term conversions, as well as the rules and resources for them. It also demonstrates a term conversion illustration and application.
• TalentConnection Item ID: AF-SALES-EDU-TERM
• Duration: 30 minutes
• Link: Term Conversions eCourse
Education Categories
13
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Insurance Illustrations, Applications, and Underwriting Explore each step of the life insurance process, from quoting to underwriting:
Financial Compass Overview This course demonstrates how to navigate and use the tools available in Financial Compass. It highlights filling out a life insurance needs worksheet, creating retirement and survivor needs analyses, creating presentations, using the calculators, and saving customer data.
• TalentConnection Item ID: AF-SALES-EDU-FC
• Duration: 30 minutes
• Link: Financial Compass Overview eCourse
The Life Insurance Need: How Much, How Long, and What Type? This session reviews how to calculate the amount of life insurance the customer may need, how to determine the proper length of coverage, and how to determine what type of coverage may be right for the customer.
• Recorded Webinar
• Duration: 50 minutes
• Link: The Life Insurance Need: How Much, How Long, and What Type? Webinar
Life Sales Central Overview This course walks through a life insurance illustration using Life Sales Central, Allstate’s life insurance illustration software. It demonstrates the features of Life Sales Central in order to provide you with the skills to complete an illustration.
• TalentConnection Item ID: AF-SALES-EDU-LSC
• Duration: 30 minutes
• Link: Life Sales Central Overview eCourse
Education Categories
14
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Sales Central- Advanced Quoting & Illustrations This session features an advanced review of quoting life insurance, including how to properly illustrate distributions, how to max fund a policy, how to illustrate dialing and layering with Allstate TrueFit®, and how to tackle common issues when running illustrations.
• Recorded Webinar
• Duration: 1 hour
• Link: Life Sales Central- Advanced Quoting & Illustrations Webinar
Permanent Product Comparison & Insmark Demo
This session compares Allstate’s permanent life insurance products by walking you through the benefits of each product. It also demonstrates the Insmark illustration tool for advanced customer proposals.
• Recorded Webinar
• Duration: 1 hour
• Link: Permanent Product Comparison & Insmark Demo Webinar
App Online Overview This course walks through each step of the App Online life insurance application process, including product selection, customer information, medical questions, and collecting signatures.
• TalentConnection Item ID: AF-SALES-VID-AOL
• Duration: 30 minutes
• Link: App Online Overview eCourse
The Life Insurance Application: App Online and Underwriting This course goes through the life insurance application process with a tutorial of App Online (AOL). It also reviews completing the medical exam process, binding coverage, and navigating delivery requirements.
• TalentConnection Item ID: AF-SALES-LBA-LIFEAPP
• Duration: 1 hour
• Link: The Life Insurance Application: App Online and Underwriting eCourse
Education Categories
15
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Targeted Topics: Life Underwriting Process This course emphasizes the importance of underwriting in the agency and the role of the agency owner and financial specialist.
• Allstate University Online Course ID: 8723
• Duration: 7 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Life Underwriting: Gary Zeman Getting a Case Placed In this course, top producer Gary Zeman discusses his best practices for preparing customers for life insurance underwriting.
• TalentConnection Item ID: AF-SALES-EDU-UWGZ
• Duration: 15 minutes
• Link: Life Underwriting: Gary Zeman Getting a Case Placed eCourse
Life Underwriting: Mark Fiegoli High Placement Rate In this course, top producer Mark Fiegoli discusses his best practices to increase placement rates.
• TalentConnection Item ID: AF-SALES-EDU-UWMF
• Duration: 15 minutes
• Link: Life Underwriting: Mark Fiegoli High Placement Rate eCourse
The Life of a Policy This course shows the steps a policy must go through, from application to issue, and shares best practices and tips to get a policy issued more efficiently.
• TalentConnection Item ID: AF-SALES-LIFE-POLICY
• Duration: 30 minutes
• Link: The Life of a Policy eCourse
Allstate Life and Retirement: Compliance and Ethics This course reviews Allstate’s standards for ethical and compliant business practices, along with proper life insurance replacement procedures.
• TalentConnection Item ID: AF-SALES-LBA-ETHICS
• Duration: 30 minutes
• Link: Allstate Life and Retirement: Compliance and Ethics eCourse
Education Categories
16
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Insurance Best Practices Use best practices from your peers to enhance your own processes. Take a closer look at best practices for The Life Insurance Conversation and Underwriting:
Introduction to Life and Retirement This course summarizes the history of Allstate Life & Retirement by exploring why selling life insurance is important to customers and agencies, and highlights the solutions offered through ALR and the partnership process with a financial specialist.
• TalentConnection Item ID: AF-SALES-LBA-INTRO • Duration: 30 minutes • Link: Introduction to Life and Retirement eCourse
Top Ten ALR Best Practices This session reviews the top ten ALR best practices, including cross-sell techniques, audits, and sample talk paths.
• Recorded Webinar
• Duration: 40 minutes
• Link: Top Ten ALR Best Practices Webinar
Find New Opportunities with the AccessAllstate.com Book of Business Download Tool This session demonstrates how to download and sort a book of business, and highlights opportunities like term conversions, rider conversions, declining ULs, and more.
• Recorded Webinar
• Duration: 40 minutes
• Link: Find New Opportunities with the AccessAllstate.com Book of Business Download Tool Webinar
Education Categories
17
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Financial Compass Overview This course demonstrates how to navigate and use the tools available in Financial Compass. It highlights filling out a life insurance needs worksheet, creating retirement and survivor needs analyses, creating presentations, using the calculators, and saving customer data.
• TalentConnection Item ID: AF-SALES-EDU-FC
• Duration: 30 minutes
• Link: Financial Compass Overview eCourse The Life Insurance Need: How Much, How Long, and What Type? This session reviews how to calculate the amount of life insurance the customer may need, how to determine the proper length of coverage, and how to determine what type of coverage may be right for the customer.
• Recorded Webinar
• Duration: 50 minutes
• Link: The Life Insurance Need: How Much, How Long, and What Type? Webinar
Building Your Confidence as an LSP This course explores the role you play in the life sales process as an LSP and how you can make a difference for your agency and customers.
• TalentConnection Item ID: AF-SALES-EDU-LSP_CONF
• Duration: 30 minutes
• Link: Building Your Confidence as an LSP eCourse Building Your Confidence as an LSP (Webinar) In this session, LSP Peggy Palmer reviews the importance of an LSP’s role in the life sales process by describing ways to build your confidence and ways to make a difference for the agency and customers.
• Recorded Webinar
• Duration: 1 hour
• Link: Building Your Confidence as an LSP Webinar
Education Categories
18
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Insurance Best Practices: The Life Insurance Conversation Jay Wischum Explains Three Key Coverages In this course, Jay Wischum explains where life insurance fits into the “Three Key Coverages” and how to engage customers using this approach.
• TalentConnection Item ID: AF-SALES-3KEYCOV-VID
• Duration: 10 minutes
• Link: Jay Wischum Explains Three Key Coverages eCourse Planning for a Good Life This course reviews the recommended approach to the financial planning conversation incorporating the materials included in the Planning for a Good Life Kit.
• TalentConnection Item ID: AF-SALES-EDU-PFAGL • Duration: 10 minutes • Link: Planning for a Good Life eCourse
Home + Life: Protect Their Mortgage This course reviews how to talk to customers about protecting their home (mortgage protection). It provides talk paths for both life licensed and non-life licensed staff, an overview of enhancements to Alliance and Personalized Insurance Proposal (eProposal), and the eAgent Mortgage Protection Workflow that supports the process.
• Allstate University Online Course ID: 8996
• Duration: 30 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Education Categories
19
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Selling Life Insurance: Listening for the Life Insurance Opportunity This course reviews how to identify life insurance sales opportunities by listening for triggers to help you transition the conversation from property and casualty insurance. It also describes how to identify common life stages and their potential needs, as well as how to respond to common objections.
• TalentConnection Item ID: AF-SALES-LBA-LISTEN
• Duration: 1 hour
• Link: Selling Life Insurance: Listening for the Life Insurance Opportunity eCourse
Life Insurance Conversation Starters This session discusses best practices for starting a life insurance conversation, including common life events, suggested transition statements, and tips for financial specialist referrals.
• Recorded Webinar
• Duration: 45 minutes
• Link: Life Insurance Conversation Starters Webinar
Selling Life Insurance: The Life Insurance Discussion This course reviews the sales process and teaches what information is needed to determine life insurance needs in order to facilitate a life insurance conversation with customers. It also looks at basic underwriting information with potential coverage solutions.
• TalentConnection Item ID: AF-SALES-LBA-DISCUSS
• Duration: 1 hour
• Link: Selling Life Insurance: The Life Insurance Discussion eCourse
Starting the Life Conversation and Overcoming Objections
This session reviews different talk paths in order to start the life insurance conversation with customers and highlights resources you can use to help with creating your own talk paths.
• Recorded Webinar
• Duration: 55 minutes
• Link: Starting the Life Conversation and Overcoming Objections Webinar
Education Categories
20
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Setting Appointments and Handling Objections This session highlights ways to overcome objections to life insurance and to set appointments for your financial specialist.
• Recorded Webinar
• Duration: 1 hour
• Link: Setting Appointments and Handling Objections Webinar
Selling Life Insurance: Closing and Objections
This course demonstrates how to close a life insurance sale by using timing, closing techniques, and asking for referrals.
• TalentConnection Item ID: AF-SALES-LBA-CLOSE
• Duration: 30 minutes
• Link: Selling Life Insurance: Closing and Objections eCourse
Gary Zeman Delivers His Life Insurance Conversation In this course, Gary Zeman, a top producer in the Northeast Region, describes his approach for customer life insurance conversations. Using this approach, Gary has placed over $1.3 billion in face amount with Allstate.
• TalentConnection Item ID: AF-SALES-VID-ZEMAN
• Duration: 30 minutes
• Link: Gary Zeman Delivers His Life Insurance Conversation eCourse
Life Conversation Starters: Featuring Top Producing LSP Tina Livingston! In this session, Tina Livingston, member of the Council of Life Leaders, shares some of her secrets to success and her best practices for starting the life insurance conversation with customers.
• Recorded Webinar
• Duration: 1 hour
• Link: Life Conversation Starters: Featuring Top Producing LSP Tina Livingston! Webinar
Education Categories
21
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Starting the Life Insurance Conversation and the Transfer of Influence Process, with Guest Speakers from the Council of Life Leaders In this session, agency owners Amy Alward (Northeast Region) and Bill Eggar (Texas Region) provide best practices for starting the life conversation and the transfer of influence process.
• Recorded Webinar
• Duration: 1 hour
• Link: Starting the Life Insurance Conversation and the Transfer of Influence Process, with Guest Speakers from the Council of Life Leaders Webinar
Bill Whitley- How to Draw a ‘Your World’ Diagram In this session, Bill Whitley explains his “Your World” conversation and draws his “Your World” diagram.
• Video
• Duration: 15 minutes
• Link: Bill Whitley- How to Draw a ‘Your World’ Diagram Video
Education Categories
22
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Insurance Best Practices: Underwriting Targeted Topics: Life Underwriting Process This course emphasizes the importance of underwriting in the agency and the role of the agency owner and financial specialist.
• Allstate University Online Course ID: 8723
• Duration: 7 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Life Underwriting: Gary Zeman Getting a Case Placed In this course, top producer Gary Zeman discusses his best practices for preparing customers for life insurance underwriting.
• TalentConnection Item ID: AF-SALES-EDU-UWGZ
• Duration: 15 minutes
• Link: Life Underwriting: Gary Zeman Getting a Case Placed eCourse Life Underwriting: Mark Fiegoli High Placement Rate In this course, top producer Mark Fiegoli discusses his best practices to increase placement rates.
• TalentConnection Item ID: AF-SALES-EDU-UWMF
• Duration: 15 minutes
• Link: Life Underwriting: Mark Fiegoli High Placement Rate eCourse
Education Categories
23
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Retirement Education Learn more about selling retirement products, including Broker Dealer processes and procedures. Take a closer look at the features of Annuities and Mutual Funds:
Targeted Topics: Life and Retirement Product Solutions This course provides an introduction to Allstate Life & Retirement solutions.
• Allstate University Online Course ID: 8721
• Duration: 9 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Suitability Education This course covers the Principal Review pertaining to Best Interest and Suitability rules and processes.
• TalentConnection Item ID: AF-SALES-EDU-SUIT
• Duration: 45 minutes
• Link: Suitability Education eCourse
Broker Dealer Process Overview This course provides an overview of paperwork, processes, AFS, LLC guidelines, and sales tools for individual retirement plans for savings and investment products.
• TalentConnection Item ID: AF-SALES-BD-OVERVIEW
• Duration: 30 minutes
• Link: Broker Dealer Process Overview eCourse
Education Categories
24
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Wealthscape Resources This curriculum provides nine different courses on Wealthscape, including Streetscape Calculators, Introduction to Streetscape, Introduction to myStreetscape, Mutual Fund Tools, Mutual Fund Trading, Managing Orders, Unit Investment Trust (UIT) Product Center, Equity Trading, Bond Trader Pro.
• TalentConnection Item ID: AF-SALES-EDU-SSR-CUR
• Duration: 40 minutes
• Link: Wealthscape Resources Curriculum DOL Process Education This curriculum includes five different courses about the Department of Labor fiduciary investment advice regulation and best interest process. The courses are: The Big Picture: Allstate Remains Committed to a Trusted Advisor Strategy, Defining What it Means to Provide Best Interest Advice, Providing Retirement Advice, The Sales Process, and Resources Available to Help You.
• TalentConnection Item ID: AF-SALES-DPE
• Duration: 1 hour
• Link: DOL Process Education Curriculum
Education Categories
25
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Retirement Education: Annuities Annuity Basics 101 This course is a foundational annuity course that reinforces key concepts of retirement planning.
• TalentConnection Item ID: AF-SALES-EDU-AB101
• Duration: 30 minutes
• Link: Annuity Basics 101 eCourse
Annuity Basics 201 This course follows Annuity Basics 101 to help you continue your annuity education with an in-depth review of annuity characteristics, annuity types, and customer profiles.
• TalentConnection Item ID: AF-SALES-EDU-AB201
• Duration: 30 minutes
• Link: Annuity Basics 201 eCourse
Retirement Education: Mutual Funds Mutual Fund Basics 101 This course is a foundational mutual fund course that reinforces key concepts of retirement planning.
• TalentConnection Item ID: AF-SALES-EDU-MFB101
• Duration: 30 minutes
• Link: Mutual Fund Basics 101 eCourse
Mutual Fund Basics 201 This course follows Mutual Fund Basics 101 to help you continue your mutual fund education with an in-depth review of mutual fund types, fees and charges, and risks.
• TalentConnection Item ID: AF-SALES-EDU-MFB201
• Duration: 30 minutes
• Link: Mutual Fund Basics 201 eCourse
Education Categories
26
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Compensation Review Allstate Life & Retirement Compensation:
ALR Compensation Overview This course reviews the major components of financial specialist and agency owner compensation, including Sales Metrics, Commissions, Agency Bonus, and Agency Variable Compensation.
• TalentConnection Item ID: AF-SALES-VID-COMP
• Duration: 30 minutes
• Link: ALR Compensation Overview eCourse
Allstate Life & Retirement What-If Tool: EFS Demo
This videos walks through using the What-If Tool as a financial specialist.
• Duration: 6 minutes
• Link: Allstate Life & Retirement What-If Tool: EFS Demo Video
ALR Compensation for Agency Owners In this course, take a journey on the SS Good Hands and play a game of Battleship to learn about compensation changes new to 2017.
• TalentConnection Item ID: AF-SALES-EDU-COMP
• Duration: 1 hour
• Link: ALR Compensation for Agency Owners eCourse
Allstate Life & Retirement What-If Tool: EA Demo
This videos walks through using the What-If Tool as an agency owner.
• Duration: 5 minutes
• Link: Allstate Life & Retirement What-If Tool: EA Demo Video
Education Categories
27
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Technology and Tools Explore tools to help you with selling life and retirement products:
Targeted Topics: Allstate Life and Retirement Technology Tools & Resources This course focuses on using technology and resources including Accessallstate.com, App-On-Line, Life Sales Central, and iSellFinancial.
• Allstate University Online Course ID: 9030
• Duration: 10 minutes
• Link: Allstate University Refer to the Allstate University Enrollment Job Aid for enrollment instructions Allstate University in Additional Resources
Find New Opportunities with the AccessAllstate.com Book of Business Download Tool This session demonstrates how to download and sort a book of business, and highlights opportunities like term conversions, rider conversions, declining ULs, and more.
• Recorded Webinar
• Duration: 40 minutes
• Link: Find New Opportunities with the AccessAllstate.com Book of Business Download Tool Webinar
ALR Partnership Tool This course helps build successful partnerships by walking through completing the partnership agreement tool. It also highlights the goals and role responsibilities within agency owner and financial specialist partnerships.
• TalentConnection Item ID: AF-SALES-EDU-PARTNER
• Duration: 10 minutes
• Link: ALR Partnership Tool eCourse
Education Categories
28
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Using eAgent to Monitor ALR Partnership Activities This session demonstrates how to access partnership agreements and monitor activities through eAgent, in order to support successful partnerships.
• Recorded Webinar
• Duration: 50 minutes
• Link: Using eAgent to Monitor ALR Partnership Activities Webinar
Financial Compass Overview This course demonstrates how to navigate and use the tools available in Financial Compass. It highlights filling out a life insurance needs worksheet, creating retirement and survivor needs analyses, creating presentations, using the calculators, and saving customer data.
• TalentConnection Item ID: AF-SALES-EDU-FC
• Duration: 30 minutes
• Link: Financial Compass Overview eCourse The Life Insurance Need: How Much, How Long, and What Type? This session reviews how to calculate the amount of life insurance the customer may need, how to determine the proper length of coverage, and how to determine what type of coverage may be right for the customer.
• Recorded Webinar
• Duration: 50 minutes
• Link: The Life Insurance Need: How Much, How Long, and What Type? Webinar Life Sales Central Overview This course walks through a life insurance illustration using Life Sales Central, Allstate’s life insurance illustration software. It demonstrates the features of Life Sales Central in order to provide you with the skills to complete an illustration.
• TalentConnection Item ID: AF-SALES-EDU-LSC
• Duration: 30 minutes
• Link: Life Sales Central Overview eCourse
Education Categories
29
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Sales Central- Advanced Quoting & Illustrations This session features an advanced review of quoting life insurance, including how to properly illustrate distributions, how to max fund a policy, how to illustrate dialing and layering with Allstate TrueFit®, and how to tackle common issues when running illustrations.
• Recorded Webinar
• Duration: 1 hour
• Link: Life Sales Central- Advanced Quoting & Illustrations Webinar Permanent Product Comparison & Insmark Demo This session compares Allstate’s permanent life insurance products by walking you through the benefits of each product. It also demonstrates the Insmark illustration tool for advanced customer proposals.
• Recorded Webinar
• Duration: 1 hour
• Link: Permanent Product Comparison & Insmark Demo Webinar App Online Overview This course walks through each step of the App Online life insurance application process, including product selection, customer information, medical questions, and collecting signatures.
• TalentConnection Item ID: AF-SALES-VID-AOL
• Duration: 30 minutes
• Link: App Online Overview eCourse The Life Insurance Application: App Online and Underwriting This course goes through the life insurance application process with a tutorial of App Online (AOL). It also reviews completing the medical exam process, binding coverage, and navigating delivery requirements.
• TalentConnection Item ID: AF-SALES-LBA-LIFEAPP
• Duration: 1 hour, 30 minutes
• Link: The Life Insurance Application: App Online and Underwriting eCourse
Education Categories
30
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
New York Only Courses Learn more about New York specific regulations and processes:
App Online Connected (NY Only) This course is for the New York Region only. It provides everything you need to know about App Online and walks you through each step of the process, including product selection, customer information, medical questions, and collecting signatures.
• TalentConnection Item ID: SALES_AF-TECH-NY-AOL
• Duration: 30 minutes
• Link: App Online Connected (NY Only) eCourse
Regulation 60 New York Education This course is for the New York Region only. It explains the New York Regulation 60 process and requirements and highlights the importance of compliance with Regulation 60.
• TalentConnection Item ID: AF-REG60-NY-EDUCATION
• Duration: 30 minutes
• Link: Regulation 60 New York Education eCourse
Education Categories
31
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Learning Paths The purpose of the suggested ALR learning paths is to provide guidance on the various educational content tailored to specific roles. These learning paths are provided for:
• New Agency Owners
• Agency Staff
• New Financial Specialists (EFS)
• New Financial Specialist Sales Associates (Sub-Producer)
Learning Paths
32
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
New Agency Owner ALR Education Learning Path
Pre-Appointment
• Staffing
• Compensation
National School
• Life sales process
• Partnership needs analysis
• Life products: Allstate TrueFit®, Allstate Basic TermSM, and Allstate Whole Life TributeSM
Learning Paths
33
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Regional AOC
• National topics
• Technology
• Additional product, sales process, and partnership training
• Case studies
• Underwriting
Post-Appointment 0-4 Months
• 1 hour initial consultation with Internal Wholesaler
• Partnership agreement
• ALR eLearning path: Term Conversions • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-TERM
Whole Life Advantage ®
• Duration: 15 minutes • TalentConnection Item ID: AF-SALES-PROD-WLA
Whole Life Tribute
• Duration: 15 minutes • TalentConnection Item ID: AF-SALES-PROD-WLT
Gary Zeman Delivers His Life Insurance Conversation
• Duration: 30 minutes • TalentConnection Item ID: AF-SALES-VID-ZEMAN
The Life of a Policy
• Duration: 30 minutes • TalentConnection Item ID: AF-SALES-LIFE-POLICY
Targeted Topics: Life Underwriting Process
• Duration: 7 minutes • Allstate University
Targeted Topics: Life and Retirement Product Solutions
• Duration: 9 minutes • Allstate University
Targeted Topics: Term vs. Permanent Life Insurance
• Duration: 7 minutes • Allstate University
Learning Paths
34
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Post-Appointment 4-8 months
• Building on foundations
• Continued consultation with Internal Wholesaler
• Field leader ALR process checkpoint
• ALR eLearning path: Lifetime UL®
• Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-LTUL FutureBuilder UL • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-FBUL FutureGrowth IUL • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-FGIUL Life Underwriting: Gary Zeman Getting a Case Placed • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-EDU-UWGZ Life Underwriting: Mark Fiegoli High Placement Rate • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-EDU-UWMF Financial Compass Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-FC Understanding UL • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-UL Targeted Topics: Allstate Life and Retirement Technology Tools & Resources • Duration: 10 minutes
• Allstate University
Home + Life: Protect Their Mortgage • Duration: 30 minutes
• Allstate University
Post-Appointment 4-8 months
• Growing the business
• Series 6 & 63 Licenses
Learning Paths
35
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Agency Staff ALR Education Learning Path
Life License
• State based requirements
Allstate University Online
• Agency owners and staff, enroll via Allstate University
• Refer to the Allstate University Enrollment Job Aid
• Curriculum: Life Binding Authority and Life Champion Program
Learning Paths
36
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Binding Authority eLearning
Introduction to Life and Retirement
Basics of Life Insurance
Selling Life Insurance: Listening for the Life Insurance Opportunity
Selling Life Insurance: The Life Insurance Discussion
ALR Basic Term Education
ALR TrueFit Education
Selling Life Insurance: Closing and Objections
The Life Insurance Application: App Online and Underwriting
Allstate Life and Retirement: Compliance and Ethics
Life Champion Program eLearning
Gary Zeman Delivers His Life Insurance Conversation
Term Conversions
Financial Compass Overview
Whole Life Tribute
Whole Life Advantage ®
Lifetime UL®
FutureBuilder UL
FutureGrowth IUL
Understanding UL
The Life of a Policy
Life Underwriting: Gary Zeman Getting a Case Placed
Life Underwriting: Mark Fiegoli High Placement Rate
FSCP® Designation
• Financial Services Certified Professional designation offered through the American College
Learning Paths
37
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
New Financial Specialist (EFS) ALR Education Learning Path
Regional Pre-Center • Individualized instruction
• Hands-on technology
• Product and process training
• ALR eLearning courses: ALR- Annuity Assessment • Duration: 20 minutes
• TalentConnection Item ID: SALES_AF-EFS_FT_TK-ANTY_ASMNT ALR- Life Assessment
• Duration: 15 minutes
• TalentConnection Item ID: SALES_AF-EFS_FT_TK-LIFE_ASMNT Suitability Education
• Duration: 45 minutes
• TalentConnection Item ID: AF-SALES-EDU-SUIT Allstate Life and Retirement: Compliance and Ethics • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-LBA-ETHICS
Learning Paths
38
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Allstate Corporate Do Not Call (DNC) Policy Overview • Duration: 30 minutes
• TalentConnection Item ID: SALES-COMPL-DNC Safeguarding Personal Information • Duration: 55 minutes
• TalentConnection Item ID: SALES-SAFEGUARDING_PERS_INFO Broker Dealer Process Overview
• Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-BD-OVERVIEW
DOL Process Education • Duration: 1 hour
• TalentConnection Item ID: AF-SALES-DPE
Appointment to End of PM2
• Partnership agreements and installations
• Productivity tracking through CAM
• FSC shadow day
• ALR eLearning Courses: Financial Compass Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-FC ALR TrueFit Education • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-PROD-TRUEFIT The Life of a Policy • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-LIFE-POLICY App Online Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-AOL ALR Compensation Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-COMP Gary Zeman Delivers His Life Insurance Conversation • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-ZEMAN Planning for a Good Life
• Duration: 10 minutes
• TalentConnection Item ID: AF-SALES-EDU-PFAGL
Learning Paths
39
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
ALR University
• Recap of Pre-Center education
• Additional product and process education
• Case studies
• Presentations from subject matter experts Allstate Life & Retirement (ALR) University ALR University is an education opportunity for new financial specialists at the Home Office in Northbrook, IL. The goal of ALR University is to provide education, skills, and tools to be successful right from the start. Pre-Center and additional education requirements (ALR University Pre-Requisites) must be completed before attending.
• TalentConnection Item ID: AF-SALES-EDU-AFU
• Duration: 4 days
• Link: Allstate Life & Retirement University
Continuing Education
• Regional programs
• Live and recroded webinars
• Interactive eLearning courses
• Videos and podcasts
• Industry designations
Learning Paths
40
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
New Financial Specialist Sales Associate (Sub-Producer) ALR Education Learning Path
Regional Pre-Center
• Individualized instruction
• Hands on technology
• ALR eLearning path: Introduction to Life and Retirement • Duration: 30 minutes • TalentConnection Item ID: AF-SALES-LBA-INTRO
Learning Paths
41
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Basics of Life Insurance • Duration: 1 hour
• TalentConnection Item ID: AF-SALES-LBA-BASICS ALR TrueFit Education • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-PROD-TRUEFIT Broker Dealer Process Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-BD-OVERVIEW App Online Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-AOL ALR Compensation Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-COMP eLearning Stage 1: 1-6 Months
The Life of a Policy • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-LIFE-POLICY Life Underwriting: Gary Zeman Getting a Case Placed • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-EDU-UWGZ Life Underwriting: Mark Fiegoli High Placement Rate • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-EDU-UWMF Financial Compass Overview • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-FC Selling Life Insurance: Listening for the Life Insurance Opportunity • Duration: 1 hour
• TalentConnection Item ID: AF-SALES-LBA-LISTEN Selling Life Insurance: The Life Insurance Discussion • Duration: 1 hour
• TalentConnection Item ID: AF-SALES-LBA-DISCUSS Selling Life Insurance: Closing and Objections • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-LBA-CLOSE
Learning Paths
42
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
eLearning Stage 2: 6-12 Months Gary Zeman Delivers His Life Insurance Conversation • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-VID-ZEMAN Term Conversions • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-TERM Whole Life Tribute • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-WLT Whole Life Advantage ® • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-WLA Understanding UL
• Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-UL
Lifetime UL® • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-LTUL FutureBuilder UL • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-FBUL FutureGrowth IUL • Duration: 15 minutes
• TalentConnection Item ID: AF-SALES-PROD-FGIUL Annuity Basics 101 • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-AB101 Annuity Basics 201 • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-AB201 Mutual Fund Basics 101 • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-MFB101 Mutual Fund Basics 201 • Duration: 30 minutes
• TalentConnection Item ID: AF-SALES-EDU-MFB201
Learning Paths
43
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Additional Education Opportunities Highlights additional education and resources available:
iSell Financial Allstate’s Life & Retirement Marketing and Education Hub
iSellFinancial Education Page The home page for Allstate Life & Retirement education and resources, including videos, on-demand webinars, one-pagers, and more
https://accessallstate.com/isell/education.htm
Allstate Life & Retirement Sales Support
ALR Sales Support Gateway Page A Gateway page for educational videos, best practices, talk paths, resources, and more.
• A series of 30 short videos featuring members of the Council of Life Leaders
• The Planning for a Good Life Sales Kit, a kit designed to help agency owners and financial specialists follow a consistent sales process during introductory planning conversations with customers
https://agencygateway.allstate.com/wps/myportal/id/161318
Additional Education Opportunities
44
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Allstate Life & Retirement Media Center Weekly live webinars hosted by the ALR Sales Education team
Upcoming Events Event Name Date/Time
Expedite your AFS Business with the new RightBRIDGE Tool
Tuesday, January 30th @ 10:00am CST
Expedite your AFS Business with the new RightBRIDGE Tool
Tuesday, January 30th @ 2:00pm CST
Expedite your AFS Business with the new RightBRIDGE Tool
Tuesday, February 6th @ 10:00am CST
Expedite your AFS Business with the new RightBRIDGE Tool
Thursday, February 8th @ 2:00pm CST
Access the collection of previously recorded webinars, videos, and podcasts by: ALR Sales Education Training Schedule http://allstatefinancialsaleseducation.fugent.com
AF Education Link on AccessAllstate.com 1. Go to the Recorded Webinars, Videos, or Podcasts section 2. The password for all recorded webinars is AFSE unless otherwise specified
Featuring short videos and podcasts with the Council of Life Leaders Topics covering sales process, fact-finding and needs analysis, eAgent, underwriting, developing staff, and more!
Additional Education Opportunities
45
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
TalentConnection Learning Management System
TalentConnection – Learning Your resource for a library of interactive, self-paced eCourses for agency owners, financial specialists, agency staff, and field leaders
Allstate University Online Allstate University Online provides national education for both new and experienced agency owners, agency staff, financial specialists, and field leaders.
• Targeted topics to address many areas contributing to agency success
• Agency owners, agency staff, financial specialists, and field leaders enroll via Allstate University
• Refer to the Allstate University Enrollment Job Aid for instructions
• Visit the Allstate University page on Gateway for more information https://agencygateway.allstate.com/wps/myportal/id/140922
Additional Education Opportunities
46
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Advanced Solutions The Advanced Solutions team provides consultation to help design customized solutions for business, retirement, or estate planning needs.
Advanced educational opportunities available:
Excellence Through Discovery Growth, and Education (EDGE) EDGE is a productivity growth program designed to help grow their business and develop deeper and broader relationships with customers. This program uses face-to-face sessions, live webinars, and case work assignments to help further develop sales, relationship, and technical skills when it comes to life insurance and retirement planning.
Allstate Business Planning Institute® (ABPI) The Allstate Business Planning Institute® provides education for working in the business planning market through a blend of face-to-face meetings, webinars, and individual activity. Participants have the opportunity to become an Allstate Certified Business Planner® upon completion of education, testing, and activity requirements.
To attend Excellence Through Discover Growth, and Education (EDGE) or Allstate Business Planning Institute® (ABPI) contact your Field Sales Leader.
For more information about Advanced Solutions visit the Advanced Solutions section on iSellFinancial. https://www.accessallstate.com/isell/material-other.htm Contact the Advanced Solutions team: Advanced Solutions (800) 856-0934, opt. 4
Additional Education Opportunities
47
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Commitment to Excellence Program A staff recognition program featuring an achievement trophy and LSP award trips Agency Staff Development Journey Specialized paths to support agency staff in continuing their education. Agency staff that are opted in to the program are eligible to receive an engraved trophy and MileStones that can be earned through achieving specific goals.
• LSP Fundamentals: 15 hours of self-study coursework targeted toward LSPs who recently completed Property and Casualty Binding Authority to prepare them for a career in the agency
• Life Champion: 6 hours of self-study coursework to give LSPs a deeper knowledge of Allstate Life products
• Service Champion: 15 hours of self-study coursework to review topics preparing agency staff in providing excellent customer service
Agency Staff and Financial Specialist Sales Associates Award Trips National recognition program to provide agency owners and financial specialists an opportunity to acknowledge their licensed staff with a trip to National Forum or other regional events. Visit the Commitment to Excellence Program and Staffing Strategies Gateway pages for more information about the program Commitment to Excellence Program: https://agencygateway.allstate.com/wps/myportal/id/160805 Staffing Strategies: https://agencygateway.allstate.com/wps/myportal/id/151213
Professional Financial Designations Allstate Life & Retirement sponsors a variety of professional financial designations and certifications Visit the Financial Designations page on Gateway for more information about individual programs https://agencygateway.allstate.com/wps/myportal/id/9519
Additional Education Opportunities
48
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Appendix eCourses, recorded webinars, and videos Allstate Corporate Do Not Call (DNC) Policy Overview eCourse Allstate Life & Retirement University Allstate Life and Retirement: Compliance and Ethics eCourse Allstate Life & Retirement What-If Tool: EA Demo Video Allstate Life & Retirement What-If Tool: EFS Demo Video ALR- Annuity Assessment ALR Basic Term Education eCourse ALR Compensation for Agency Owners eCourse ALR Compensation Overview eCourse ALR- Life Assessment ALR Partnership Tool eCourse ALR TrueFit Education eCourse Annuity Basics 101 eCourse Annuity Basics 201 eCourse Anti-Fraud Education eCourse App Online Connected (NY Only) eCourse App Online Overview eCourse Basics of Life Insurance eCourse Bill Whitley- How to Draw a ‘Your World’ Diagram Video Broker Dealer Process Overview eCourse Building Your Confidence as an LSP eCourse Building Your Confidence as an LSP Webinar DOL Process Education Financial Abuse of Elderly & Vulnerable Persons eCourse Financial Compass Overview eCourse Financial Planning Pyramid eCourse Find New Opportunities with the AccessAllstate.com Book of Business Download Tool Webinar FutureBuilder UL eCourse FutureGrowth IUL eCourse FutureVest VUL eCourse Gary Zeman Delivers His Life Insurance Conversation eCourse Home + Life: Protect Their Mortgage eCourse Introduction to Life and Retirement eCourse Jay Wischum Explains Three Key Coverages eCourse Life Conversation Starters: Featuring Top Producing LSP Tina Livingston! Webinar Life Insurance Conversation Starters Webinar Life Sales Central- Advanced Quoting & Illustrations Webinar Life Sales Central Overview eCourse Life Underwriting: Gary Zeman Getting a Case Placed eCourse
Appendix
49
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.
Click to Return to Table of
Contents
Life Underwriting: Mark Fiegoli High Placement Rate eCourse Lifetime UL® eCourse Mutual Fund Basics 101 eCourse Mutual Fund Basics 201 eCourse Planning for a Good Life eCourse Permanent Product Comparison & Insmark Demo Webinar Regulation 60 New York Education eCourse Safeguarding Personal Information eCourse Selling Life Insurance: Closing and Objections eCourse Selling Life Insurance: Listening for the Life Insurance Opportunity eCourse Selling Life Insurance: The Life Insurance Discussion eCourse Setting Appointments and Handling Objections Webinar Starting the Life Conversation and Overcoming Objections Webinar Starting the Life Insurance Conversation and the Transfer of Influence Process, with Guest Speakers from the Council of Life Leaders Webinar Suitability Education eCourse Targeted Topics: Allstate Life and Retirement Technology Tools & Resources eCourse Targeted Topics: Life and Retirement Product Solutions eCourse Targeted Topics: Life Underwriting Process eCourse Targeted Topics: Term vs. Permanent Life Insurance eCourse Term Conversions eCourse The Life Insurance Application: App Online and Underwriting eCourse The Life Insurance Need: How Much, How Long, and What Type? Webinar The Life of a Policy eCourse Top Ten ALR Best Practices Webinar TrueFit Dialing & Layering Webinar Understanding UL eCourse Using eAgent to Monitor ALR Partnership Activities Webinar Wealthscape Resources Curriculum Whole Life Advantage ® eCourse Whole Life Tribute eCourse
Appendix