ADVANCE COURSE
ADVANCE COURSE (Gujrati)
Highlights of the courses:
First Day - Aim of the course - Retirement fund - Daughter's Marriage Fund - Children Education Fund - Time Management, Self organisation
Second Day - Housing loan, mortgage
and liabilities - Sub-Standard life / Disability Benefits - Bima School / Bima Gram - Product knowledge!
Produvet mix/ Cash flow - 7C'S Presentation - Special Presentation: Jeevan Anand / Jeevan Labh /Jeevan Lakshya/ Jeevan Shiromani
Third Day - Consistency in Business - Cold Canvassing - Fact Finding - Prospect Bank and
Referral Gold mine - Record keeping
Fourth Day - Estate Creation / Intellectual - Property Concept - Policy services - Reviewing Servicing Camp - How to Generate Appointment and
Telephonic Conversation - Why to Become Full-Time Agent
Fifth Day - Relation Building - Ethics/code of conduct and CP Act - Capital need analysis - Balance sheet, - How to do MDRT being in branch - Seminar Selling
Six Day - Ego, charity and emotions - Tax Benefit - Target Market - Why MDRT, Creating - possibility for MDRT - NRI Insurance