Multi-Life Sales – Training At Your Fingertips
Transamerica LTC is committed to providing you with the tools you need to succeed. Online training is an easy way to help new agents learn about Transamerica LTC products and programs. It can also be a good refresher for seasoned agents.
If you are new to selling multi-life or would simply like to brush up on the skills you need to have a successful worksite or association enrollment, the following online training presentations are available:
Completing an SGR – this presentation provides step by step instructions on how to complete a Service Group Request form for worksite and association approval (https://www.brainshark.com/aegon/TAT8SGR2)
Creating a Quote with a Census – this presentation provides step by step instructions on how to use the TransQuote® software to quote a multi-life group when a census is provided
(https://www.brainshark.com/aegon/TAT7Quoting2)
Developing an Employee Communication Plan – this presentation provides step by step information on how to develop a marketing plan for a worksite enrollment, including how materials can be personalized, and how to enlist enrollment support ( https://www.brainshark.com/aegon/EmployeeCommunications2)
We currently have many multimedia training presentations available at the Agent Resource Center . These presentations make it easy for you to learn at your own pace and at your convenience. To view additional training, log in to the Agent Resource Center and select “Training Material” under Agent Resources.
Transamerica LTC is committed to providing you with the tools you need to succeed. We make it easy.