Declines Suck: Turning a Negative into a Positive

Yes, Declines SUCK! Receiving a decline decision after submitting an insurance application is usually the end of the road for your interaction with your client, and may even end your relationship with them. However, what if you could provide Life Insurance to every one of your clients, no matter what? This presentation will be an absolute revelation to the benefit of your clients and your business! Assumption Life reinvents simplified issue to be truly simple. Simple underwriting, simple processing, simple policy delivery. Your clients get the coverage they need, and it's now Simple! Full presentation time: 53m

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 3m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Declines Suck: Turning a Negative into a Positive
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Melanie McCallum

Melanie McCallum has been in the financial services industry for over 28 years. She has held various progressive roles in the industry and got life licensed in 2012. Melanie recently joined Assumption Life in January 2023 to help build the brand recognition throughout Ontario. She lives in Cambridge with her husband Todd of 29 years and two kids, Lauren 25 and Cole 23. She loves to exercise and spend time with her family and friends.

About the Presenter: Jennifer Koshul

Beginning her career in the Canadian Insurance Industry in 1992, Jennifer Koshul has held various roles, both in an operational and sales capacity. For almost 20 years, her focus was primarily on Risk Assessment, working with various paramedical organizations across Canada and the US. In 2013, she began working as a wholesaler with Assumption Life and is responsible for growing sales in Ontario for both individual insurance and investments. Jenn says that the best things about her job are two-fold. First is helping to find insurance solutions for those that are traditionally uninsurable. “Being hard to insure myself, I understand the fear and emotions that come into play when thinking about being a burden on your family when you die” and secondly, helping advisors that don’t necessarily have a lot of experience in investments become more comfortable so they can offer their clients a more holistic approach to their financial well-being. When not working (or traveling), Jennifer can be found reading, gardening, doing home renovations and entertaining family and friends.