Dark wood law library stacks with marble busts and a rolling ladder

Insurance sales · 45 min

Products at a high level

Vocabulary only — not a product recommendation.

Member access · outline published

  1. Term life versus permanent concepts as vocabulary, not suitability advice
  2. What “needs-based” means in a licensed conversation
  3. Selective staff never compare carriers or quote premiums
  4. When a member’s legal file (estate, Trust Bank, PI) is adjacent to an insurance talk
  5. Document what was referred and stop the insurance conversation at the SLG desk

Coming / member access

The live walkthrough, worksheets, and recorded desk session sit behind this track’s $49.50/year enrollment — plus an active membership. Membership does not include training. Other tracks are separate $49.50/year fees.

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