Many insurance agency staff struggle to introduce life insurance into their conversations with new and existing clients due to discomfort with the subject, the concern that bringing the topic up could jeopardize the sale they just closed or are trying to close, or the fear of rejection.
This reluctance can leave customers underinsured, lacking essential financial protection for their families. For your agency, it means missed opportunities for client retention and reduced revenue, potentially impacting your agency’s growth potential.
AS A RESULT OF COMPLETING THE COURSE
"ADDING A LITTLE LIFE (and retirement) TO THE PARTY!"
YOUR AGENCY TEAM WILL:
More clearly understand the “Need” and the “Opportunity” associated with introducing life Insurance to your new and existing customers and the critical role life insurance plays in securing the financial security of your customers and their families.
Learn to master simple, effective, and low stress transition strategies so that you can seamlessly transition your customers to your designated financial specialist for expert advice, ensuring a smooth client experience.
Know EXACTLY how to respond when a customer objects to the the idea of meeting with your designated financial specialist so that you can increase your odds of getting those appointments set and kept.
Help improve collaboration between staff and financial specialists enhancing service delivery so that both parties can feel more confident in each other’s ability to best serve your customers.
Help drive agency growth and retention through increased life insurance sales and improved customer satisfaction, and boosting agency profitability so that you can make more money.
1.5 - 2 hrs, depending upon how much Q&A is integrated into the course.
Copyright © 2024 Greg Gray, Inc.
CHOOSE THE RIGHT
Package For You
ON-SITE PACKAGE
VIRTUAL PACKAGE
SINGLE TRAINING OPTION
ON-SITE PACKAGE
ON SITE TRAINING EXCLUSIVELY FOR YOUR TEAM*
Greg will come to you to deliver on-site training live and in person scheduled on the date and time and at the venue of your choosing.
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environmant.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour On-site Package
$15,000
Greg Gray - Live on Demand
20 hour On-site Package
$30,000
VIRTUAL PACKAGE
LIVE VIRTUAL TRAINING EXCLUSIVELY FOR YOUR TEAM*
Virtual training scheduled on the date and time of your choosing
We’ll set up a pre-training consultation meeting so that YOU can decide what training objectives and outcomes are most relevant and needed for YOUR team in real time.
Your training will be tailored to align with your agency’s culture, policies, and procedures so that the skills learned will be plug and play in your specific agency environment.
You'll have the opportunity to choose from over a dozen proven high impact training topics so that you can focus on targeting the outcomes of writing more new business, moving the needle upward for customer retention, or both.
You’ll have the option to focus on a single topic, combine topics or, if need be, we can custom design training just for you so that the training is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
If you buy the 20 Hour package, you’ll receive the bonus of an additional 2 hours of training. That’s 22 hours of LIVE training in total!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
Greg Gray - Live on Demand
10 hour Virtual Package
$15,000
SINGLE TRAINING OPTION
You’ll have the option to focus on a single topic or combine topics for your single training session with Greg.
We can further customize the training so it is laser focused on what YOU believe is most important.
Every participant will receive an interactive workbook as a takeaway so that you and your staff can reference or revisit the training materials and content whenever you wish.
BONUS for on-site training
We’ll schedule a virtual post training session with you and your team so that you can either follow up with a deeper dive and Q&A from the last training topic OR you can utilize the follow-up session for a different training topic altogether. YOUR CHOICE!
Training is up to 2 hours in duration
Travel expenses for On-Site Training will be invoiced separately.