Life & Financial Interactive Virtual Sessions offered in 2017

Transcription

1 Life & Financial Interactive Virtual Sessions offered in 2017 BASIC LIFE Develop competence in the essentials of selling traditional Nationwide Life products. Audience: Entry level material for newly life licensed agents and staff who plan to sell fixed products. Duration: About one hour each Introduction to and practice with the Nationwide sales process from analyzing a customer s insurance needs to presenting a recommendation. Participate in activities and apply knowledge of Nationwide Life products to generate quotes and sell solutions. Products this course will cover: Features, benefits and related riders of Guaranteed Level Term, YourLife 20-Pay Whole Life, Whole Life 100, Simplified Whole Life and No-Lapse Guarantee Universal Life with the Long Term Care Rider. Upcoming Schedule in 2017: Topic Time (EST) April May May June June Identify & Assess Needs 12:30 PM 4/18 5/16 5/23 6/13 6/20 Term Life 2:30 PM 4/18 5/16 5/23 6/13 6/20 Whole Life 12:30 PM 4/19 5/17 5/24 6/14 6/21 NLG UL & Long-Term Care 2:30 PM 4/19 5/17 5/24 6/14 6/21 Pivoting & Prospecting 12:30 PM 4/20 5/18 5/25 6/15 6/22 Overcoming Objections 2:30 PM 4/20 5/18 5/25 6/15 6/22 Underwriting 2:30 PM 4/21 5/19 5/26 6/16 6/23 ipipeline On Demand Recorded Session Life Illustrator Walk Through On Demand Recorded Session Online Resources On Demand Recorded Session Enroll in Basic Life courses using this link

2 Add Life to Your Business Explore some ideas for expanding your service to your Commercial Lines customers. Audience: Life licensed agents with a book of Commercial Lines policies in force who want an introduction to serving the Life Insurance needs of those businesses. Duration: About one hour Upcoming Schedule in 2017: April 20. May 18. June 22. A high level introduction to using life insurance to protect a business in the event of losing a Key Person, and to provide funds to finance Buy-Sell Arrangements. These advanced concepts may benefit the businesses with which you work. Participants will be better prepared to recognize commercial life and financial needs and understand how to leverage the resources available to help. Enroll in this virtual offering through your regional agency training schedule or join one of the three sessions listed below: April 20 1 PM EST: May 18 1 PM EST: June 22 1 PM EST: Nationwide Employee Benefits Discover and provide more solutions for small business clients. Audience: Life licensed agents looking to add value and strengthen relationships with new and existing commercial clients. Duration: About 1 hours Upcoming Schedule in 2017: April 4. April 18. April 25. May 2. Introduction to Nationwide Employee Benefits including available products, target markets, why it s important to offer group benefits, how the process works and what resources are available to get you started. Products this course will cover: Dental, Vision, Term Life with AD&D, Short and Long Term Disability and Accident & Hospital Ca$hBack. Enroll in Nationwide Employee Benefits using this link: Nationwide Mutual Insurance Company. All rights reserved. Nationwide, the N and Eagle, and other marks in this content are service marks of Nationwide Mutual Insurance Company, unless otherwise disclosed. NFT-0893AO 03/17

3 Life & Financial: June - September 2017 Interactive Virtual Sessions BASIC LIFE Develop competence in the essentials of selling traditional Nationwide Life products. Audience: Entry level material for newly life licensed agents and staff who plan to sell fixed products. Duration: Approximately one hour per session Introduction to and practice with the Nationwide sales process from analyzing a customer s insurance needs to presenting a recommendation. Participate in activities and apply knowledge of Nationwide Life products to generate quotes and sell solutions. Products this course will cover: Features, benefits and related riders of Guaranteed Level Term, YourLife 20-Pay Whole Life, Whole Life 100, Simplified Whole Life and No-Lapse Guarantee Universal Life with the Long Term Care Rider. Upcoming Schedule in 2017: Topic Time (EST) July July August August September September Identify & Assess 12:30 PM 7/18 7/25 8/15 8/22 9/19 9/26 Needs Term Life 2:30 PM 7/18 7/25 8/15 8/22 9/19 9/26 Whole Life 12:30 PM 7/19 7/26 8/16 8/23 9/20 9/27 NLG UL & Long-Term 2:30 PM 7/19 7/26 8/16 8/23 9/20 9/27 Care Pivoting & Prospecting 12:30 PM 7/20 7/27 8/17 8/24 9/21 9/28 Overcoming Objections 2:30 PM 7/20 7/27 8/17 8/24 9/21 9/28 Underwriting 2:30 PM 7/21 7/28 8/18 8/25 9/23 9/29 ipipeline Life Illustrator Walk Through Online Resources TBD Enroll in Basic Life courses using this link

4 Add Life to Your Business Explore ideas for expanding service to your Commercial customers. Audience: Life licensed agents with a book of Commercial Lines policies in force who want an introduction to serving the Life Insurance needs of those businesses. Duration: Approximately one hour per session Upcoming Schedule in 2017: at 1 p.m. EST-July 20 th /Aug 24 th /Sept 28 th A high level introduction to using life insurance to protect a business in the event of losing a Key Person, and to provide funds to finance Buy-Sell Arrangements. These advanced concepts may benefit the businesses with which you work. Participants will be better prepared to recognize commercial life and financial needs and understand how to leverage the resources available to help. Enroll in this virtual offering through your regional agency training schedule or join one of the three sessions listed below: Nationwide Employee Benefits Discover and provide more solutions for small business clients. Note: Product solutions not available in CA, NY, FL or VT until September Audience: Life licensed agents looking to add value and strengthen relationships with new and existing commercial clients. Duration: Approximately one hour per session Upcoming Schedule in 2017: June 14 th at 10 am EST/ June 22 nd at 10 am EST June 27 th at 2 pm EST/ August 2 nd at 2pm EST Introduction to Nationwide Employee Benefits including available products, target markets, why it s important to offer group benefits, how the process works and what resources are available to get you started. Products this course will cover: Dental, Vision, Term Life with AD&D, Short and Long Term Disability and Accident & Hospital Ca$hBack. Enroll in Nationwide Employee Benefits using this link: Nationwide Mutual Insurance Company. All rights reserved. Nationwide, the N and Eagle, and other marks in this content are service marks of Nationwide Mutual Insurance Company, unless otherwise disclosed. NFT-0893AO.2 5/17

5 Life & Financial: Instructor Led Workshops in 2017 FIXED LIFE & ANNUITY FOR EXPERIENCED PRODUCERS Expand your knowledge beyond basic life with Universal Life and Annuity products. Audience: Life licensed agents with experience selling term and whole life products who are looking to expand knowledge into more advanced Universal life products and fixed annuities. Duration: 3 days Dates remaining in 2017 at The Nationwide Hotel & Conference Center in Ohio: August November 7-9. Deeper dive into meeting customer s life and financial needs by practicing how to quote and place fixed products using customer case studies and active discussion. Within each case study, learners will analyze client needs, present recommendations, and determine how to make the sale. This course expands the life conversation into our fixed annuity offerings. (Indexed Annuities will not be covered in this workshop.) FINANCIAL PRODUCTS FOR REGISTERED REPS Learn how to position Nationwide s broad range of financial products to meet client needs. Audience: FINRA registered and life-licensed agents. Duration: 3 days Dates remaining in 2017 at The Nationwide Hotel & Conference Center in Ohio: September December Hands-on application through case analysis, illustration design and case presentation. This course goes beyond Nationwide s fixed and variable life and annuity product offerings to highlight key features to position our products and focus on client benefits. Products highlights: Indexed and Variable Universal Life and Annuity Suites, Long-Term Care Rider and Care Matters SM, Nationwide Mutual Funds.

6 BUSINESS LIFE Cross-sell your commercial clients with confidence. Audience: Experienced life licensed agents with a minimum of 24 life sales within the past 24 months. They should have access to a book of commercial business to prospect for life and financial sales. Duration: 3 days Dates remaining in 2017 at The Nationwide Hotel & Conference Center in Ohio: July October Advanced concepts pertaining to business owners who may need Key Person Insurance, Buy-Sell Arrangements, and Executive Bonus Plans. Obtain a better understanding of business structures and how they are taxed, so as to be able to determine the best way for business owners to pay for life insurance. Participants will be better prepared for the second conversation with existing Commercial P&C policyholders to help them protect their businesses from financial risks. Enroll in these workshops through ilearn If you need assistance, contact NSALNPRG@nationwide.com 2017 Nationwide Mutual Insurance Company. All rights reserved. Nationwide, the N and Eagle, and other marks in this content are service marks of Nationwide Mutual Insurance Company, unless otherwise disclosed. NFT-0881AO.2 05/17