Practice Management and Sales Ideas from First Protective http://www.firstprotective.net en-us Copyright 2009 Thu, 16 Apr 2009 11:30:00 -0500 Thu, 16 Apr 2009 11:30:00 -0500 http://blogs.law.harvard.edu/tech/rss ehart@firstprotective.com (First Protective) First Protective Practice Management and Sales Ideas from First Protective Practice Management and Sales Ideas from First Protective First Protective info@firstprotective.com No http://www.firstprotective.com/ http://www.firstprotective.com/Videos/first-interview.mp3 Part 1 of the Core Selling Skills Training Program Podcasts Wed, 06 Jul 2011 11:30:00 -0500 First Protective No Core Selling Skills Training - Part 1 In this Core Selling Skills audio podcast, Andy Martin discusses essential skills for conducting the first interview of a 2 part sales process. During the first interview, Andy covers numerous objectives including establishing rapport, data gathering and understandign the client's needs and objectives. 00:58:31 First Protective, Life Insurance, selling, sales training http://www.firstprotective.com/ http://www.firstprotective.com/Videos/moneyguardillustration/media/moneyguardillustration.mp4 Understanding the MoneyGuard Illustration Podcasts Mon, 28 Jun 2010 11:30:00 -0500 First Protective No MoneyGuard Application Process In this tutorial, Rachel Smith with First Protective's Wealth Transfer team goes over the MoneyGuard illustration. 00:06:14 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.com/Videos/moneyguardtutorial/media/moneyguardtutorial.mp4 MoneyGuard Appliation Tutorial Podcasts Tue, 22 Jun 2010 11:30:00 -0500 First Protective No MoneyGuard Application Process In this tutorial, Rachel Smith with First Protective's Wealth Transfer team reviews the MoneyGuard Application Process. 00:03:38 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.com/Videos/oneamericaapp/media/oneamericaapp.mp4 Filling out Annuity Care Apps Podcasts Mon, 21 Jun 2010 11:30:00 -0500 First Protective No Filling out Annuity Care Apps Filling out Annuity Care Apps 00:07:32 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.com/Videos/aiginheritancelife/media/aiginheritancelife.mp4 AIG Inheritance Life tutorial Podcasts Mon, 21 Jun 2010 11:30:00 -0500 First Protective No AIG Inheritance Life Tutorial AIG's Inheritance Life is available to select financial institutions. In this tutorial, Rachel Smith from First Protective goes over how to log on and go through the application process. 00:12:05 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotectiveuniversity.com/videos/BP2010/PaulMarks/media/PaulMarks.mp4 Selling Long Term Care by the Book Podcasts Thu, 01 Apr 2010 11:30:00 -0500 Paul Marks No Variable Annuities inside a Retirement Plan Variable Annuities inside a Retirement Plan 00:14:51 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotectiveuniversity.com/videos/BP2010/BillDowell/media/BillDowell.mp4 The Customer Service Experience Podcasts Thu, 01 Apr 2010 11:30:00 -0500 Bill Dowell No The Customer Service Experience The Customer Service Experience 00:33:03 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotectiveuniversity.com/videos/BP2010/JimKoetting/media/JimKoetting.mp4 Selling Municipal Bonds: So Easy a Dummy Can Do It! Podcasts Thu, 01 Apr 2010 11:30:00 -0500 Jim Koetting No Selling Municipal Bonds: So Easy a Dummy Can Do It! Selling Municipal Bonds: So Easy a Dummy Can Do It! 00:32:22 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotectiveuniversity.com/videos/BP2010/JohnMcNeil/media/JohnMcNeil.mp4 Using The Media To Promote Your Business Podcasts Thu, 01 Apr 2010 11:30:00 -0500 John McNeil No Using The Media To Promote Your Business Using The Media To Promote Your Business 00:25:28 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotectiveuniversity.com/videos/BP2010/BabsHart/media/BabsHart.mp4 Selling Long Term Care by the Book Podcasts Thu, 01 Apr 2010 11:30:00 -0500 Babs Hart No Selling Long Term Care by the Book Babs Hart has been First Protective's leading Long Term Care producer for many years, so when she speaks on LTC, anyone who is interested in growing theie sales should listen up! Babs has just released her latest book on sellign LTC insurance (contact her at babs@hartinsurancegroup.com to purchase a copy) and her presentation at First Protective's 2010 Best Practices Symposium is based on her book and her extensive experience with Long Term Care Insurance. 00:18:50 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.net/Videos/table-shave-programs.mp3 Table shave programs still alive and well Podcasts Fri, 14 Aug 2009 11:30:00 -0500 First Protective No A summary of table shave opportunities still available on your cases While the number of carriers providing table shaving programs is on the decline, there are still opportunities for your clients. Even on term cases there are crediting programs that can help you keep your clients from getting "rated". 00:02:46 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.advancedcasesymposium.com/videos/Prudential_-_Full_Length.mov Rules of Thumb in Financial Underwriting Podcasts Thu, 16 Apr 2009 11:30:00 -0500 First Protective No Prudential's Terri Getman discusses Rules of Thumb in Financial Underwriting While often overlooked, Financial Underwriting is a critical component of the large case market. A working knowledge of the Financial Underwriting "Rules of Thumb" and how to communicate special situations like startups can make the difference between an offer and a roadblock. Terri Gettman with Prudential goes over this and more in her presentation on Financial Underwriting. 00:45:00 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.net/Videos/using-filters/using-filters.mp4 Using Filters in Microsoft Excel to turn Client Data into Information Podcasts Thu, 13 Aug 2009 11:30:00 -0500 First Protective No Using Filters in Microsoft Excel to turn Client Data into Information Many insurance professionals have a wealth of information at their fingertips that they don't know about. This tutorial on a very powerful feature in Microsoft Excel will help you turn client data into information that you can use. 00:07:08 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.com/Videos/Vanishing_Point/Vanishing_Point_media/Vanishing_Point.mov Using Photoshop's Vanishing Point to in marketing materials Podcasts Thu, 25 Jun 2009 11:30:00 -0500 First Protective No How to use the Vanishing Point tool in Photoshop when creating marketing materials This is a different twist on First Protective's tutorials. When creating marketing materials, we frequently employ the Vanishing Point tool. This powerful Photoshop filter can be used to create a variety of effects on images. 00:08:46 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.bhammedia.com/videos/TermTutorial.m4v 10 minute tutorial on running term quotes on the First Protective website. Podcasts Tue, 25 Nov 2008 11:30:00 -0500 First Protective No 10 minute tutorial on running term quotes on the First Protective website 10 minute tutorial on running term quotes on the First Protective website 00:47:15 First Protective, Life Insurance, term quotes, term insurance http://www.firstprotective.com/ http://www.firstprotective.net/videos/risktutor.mp4 10 minute tutorial on using the Risk Tutor. Podcasts Fri, 19 Dec 2008 11:30:00 -0500 First Protective No 10 minute tutorial on using the Risk Tutor. 10 minute tutorial on using the Risk Tutor. 00:11:56 First Protective, Life Insurance, risk tutor, underwriting, brokerage, impaired risk, protective life, term insurance, permanent insurance, UL, SUL, VUL, substandard http://www.advancedcasesymposium.com/ http://www.advancedcasesymposium.com/videos/NACOLAH.mp3 North American's Linus Sudzius presents several case studies in estate planning. Podcasts Thu, 16 Apr 2009 11:30:00 -0500 First Protective No North American's Linus Sudzius presents several case studies in estate planning. North American's Linus Sudzius presents several case studies in estate planning. 00:45:40 First Protective, Life Insurance, sales ideas, North American, NACOLAH, estate planning http://www.advancedcasesymposium.com/ http://www.advancedcasesymposium.com/videos/PennMut.mp3 Penn Mutual's David Scott discusses "Getting Back To Basics" in Life Insurance and Estate Planning. David head's Penn Mutual's advanced case team. Filled with political insights and common sense approach to estate planning, his presentation is engaging and practical and was one of the most highly rated presenations at the Advanced Case meeting. Podcasts Fri, 17 Apr 2009 11:30:00 -0500 First Protective No Penn Mutual's David Scott presents "Back to Basics" in Life Insurance and Estate Planning Penn Mutual's David Scott discusses "Getting Back To Basics" in Life Insurance and Estate Planning. David head's Penn Mutual's advanced case team. Filled with political insights and common sense approach to estate planning, his presentation is engaging and practical and was one of the most highly rated presenations at the Advanced Case meeting. 00:42:26 First Protective, Life Insurance, sales ideas, estate planning, trusts