Foundation & Production
Build the habits behind consistent activity with tools, calendar strategy, mindset, and a clear approach to starting strong.
Professional education · Life insurance
Life ULife Insurance Agent Training
Build stronger life insurance knowledge, conversations, appointments, and client relationships.
- $3,997
- Investment
- 76
- Lessons
- 4.5+
- Video hours
Course curriculum
See what is inside.
76 Lessons
- ReadingWelcome!
- Video lessonReady, Set, Go!
- Video lessonFast or Slow?
- Video lessonWhat to Say?
Life U · What you will build
From insurance knowledge to confident execution.
Life U connects product knowledge with the conversations, systems, and habits agents use in the real world.
Appointments & Conversations
Learn how to schedule appointments, prepare professionally, communicate virtually and in person, use scripts effectively, and respond to common objections.
Life Insurance Fundamentals
Develop a practical understanding of term insurance, permanent insurance, whole life, universal life, underwriting, living benefits, IUL basics, and annuity basics.
The Agent Guide
Learn how to build a Life Profile, discover client needs, establish rapport, ask stronger questions, communicate value, and move through objections.
Policy & Protection Strategies
Learn how to review existing coverage and identify potential gaps involving life insurance, hospital income, critical plans, recovery care, and related protection strategies.
Growth, Referrals & Follow-Through
Build stronger client relationships through referrals, emergency contacts, pending-case management, follow-up, and consistent follow-through.
Life U
Ready to build your Life U foundation?
$3,997