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Education Centre

Welcome to our Education Centre. To find your topics of interest, use the search box to search by keyword or choose a category to view listed articles.

Newest Articles Date Posted

Resolving Insurance Objections

Objective: Help the lending team understand that they will meet with more success when trying to resolve insurance objections by getting the client to explain why they do not need insurance than they will by trying to talk them into buying it.

08/08/2012

Questions for the New Year

To get people focused on asking good problem questions during the beginning of a new year.
Designed to be done in a short amount of time – 10 minutes or less. It is usually best to be done while people are standing so everyone knows it will be more of a “quick huddle” than a meeting.

08/08/2012

Product Knowledge Game with a Twist

Reinforce to the team the importance of knowing your products.
Test their ability to link the features of your products to everyday lifestyle issues.

08/08/2012

Probing and Closed Ended Questions

Help the team identify when to use probing and closed ended questions.
Have them develop better questions they can ask specific to their positions and roles.

Materials: Handouts (attached at the bottom of this page)
Time Needed: 25 Minutes

08/08/2012

Plan for the New Year

Develop activity and coaching goals with your team for the calendar year.

Materials: Flip Chart, Markers
Time Needed: 25 Minutes

Preparation – (5 minutes)

08/08/2012