FORESTERS TRAINING

 

 

Benefits of Membership

Producer Guide to Member Benefits
The Fraternal FAQ

Advantage Plus

Product Information:

Producer Guide
Underwriting Guide
Consumer brochure (English)

Learning about Advantage Plus:

Basics 1 - Advantage Plus Introduction
Basics 2 - Dividend options
Basics 3 - Non-Forfeiture, loans, and surrenders
Basics 4 - Rider introduction
Basics 5 - 10 and 20 year term rider
Basics 7 - Quoting and support
Introduction to Advantage Plus Software

Case Study Webinars:

Advantage Plus Scenarios
Flexible Paid-up Additions Rider
Single Paid-Up Additions Rider
Loans
Maximum Withdrawals
Multiple Withdrawals
Mortgage Protection
Illustration Software Reduced Paid-up
Quick Pay with Loans
Quick Pay with Withdrawals
Using MEC Avoidance
Terminating Riders
Levelized Loan Solve
Advantage Plus Optimal Solves

Foresters Agency Training

On-boarding:

Contracting & Compensation

Lifefirst

Product Information:

Producer Guide
Underwriting Guide
Consumer brochure (English)

Learning about Lifefirst Level Term:

Term Life Introduction
Basics 1 - Basic Product Information
Basics 2 - Riders & Support

PlanRight

Product Information:

Producer Guide (with Underwriting)
Consumer brochure (English)
Consumer brochure - (English - For use in SC)
Consumer brochure - (English - For use in VA)

Learning about PlanRight:

Whole Life Introduction
Basics 1 - Basic product information
Basics 2 - How to qualify
Basics 3 - Point-of-Sale Interview
Basics 4 - Features, riders and support
Basics 5 - Quoting

Prepared

Product Information:

Producer Guide
Consumer brochure (English)
Consumer brochure (Spanish)

Learning about Prepared:

Term Life Introduction
Basics 1 - Basic product information
Basics 2 - Quoting

Smart UL

Product Information:

Producer Guide
Underwriting Guide
Consumer brochure (English)

Learning About SMART Universal Life:

Universal Life Introduction
Basics 1 - Basic product information
Basics 2- Account values, cash values, loans, withdrawal and surrenders
Basics 3 - Death benefit options
Basics 4 - CVAT and GPT
Basics 5 - Riders and Support
Basics 6 - Quoting


We now allow any weekday to be chosen as a preferred draft date. This is in addition to our current offering of a specific date (1-28), and the Social Security Benefit payment dates of the 2nd, 3rd or 4th Wednesday of any month.

This new feature will help your clients who depend on Social Security benefit payments to provide funds for the PlanRight (Whole Life) premiums.

 

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