JC Trainings
Launch Your Successful Financial Planner Career with JC&Company Group JC&Company Group offers comprehensive training for aspiring Financial Planners. Our course covers everything from fundamental concepts to the essential skills needed to thrive in the field. Gain the expertise and confidence to excel in your financial planning career.
Course Structure
I. Basic Course
History of Life Insurance & How IUL Works
Types of Life Insurance
Other Benefits of Life Insurance
Tax Free Income
Living Benefits & Long-Term Care
Types of Annuities
Annuity Advance
Other Benefits of Annuities
Applications: Submitting Cases form Beginning to End
II. Advanced Course
Foreign National & FATCA CRS
Product Design & Basic Product Comparison
Q&A / Common Objections
8 Ways to Sell
How to Get Started & Prospect List
5 Step Closing & Client Presentation
Globalink, VUL, Mutual Funds
Advanced Underwriting
Seminar Selling
Business Insurance
Potential Risk for Premium Finance
Individual Tax
Corporate Tax
Estate Planning & Donor Advised Fund
Family Office & Wealth Management
Private Lending
Pension Plans
Kickoff & Seminar Recordings
III. Practical Course (Sales Pitch)
What is Retirement & Financial Freedom?
Why Life Insurance?
Why Annuities?
Why U.S. Insurance? (Targeting Foreign Nationals, including Koreans)
Addressing Arguments for Index Investing & Term Insurance
Addressing Arguments for Real Estate Investment
Securing a Family Safety Net (Term Life)
Case Study
Carrier and Illustration
Process by Insurance Company
Carrier and Illustration
Administration
Process for Case Management
Start Your Journey With Us
Embark on your business path with JC&Company Group for expert financial guidance. Whether initiating a venture or seeking advice, we provide tailored insights and strategies for your success.
