Life Insurance Sales Mastery
Master the complete sales cycle: from appointment to referral
Learn to sell term life, whole life, and IUL with confidence. Master needs analysis, product presentation, objection handling, and closing techniques through AI-powered roleplay practice with 50+ real-world scenarios.
Master every stage of the client relationship
What This Course IS
- 100+ AI-powered roleplay scenarios for real practice
- Complete sales cycle: appointment → close → referral
- Term, Whole Life, and IUL product training
- Objection handling with statistics that work
What This Course is NOT
- High-pressure manipulation tactics
- Scripts to memorize (we teach frameworks)
- Annuity or variable product training
- A replacement for carrier training and compliance
Who This Course Is For
Life insurance agents, financial advisors selling life products, new agents preparing for their first sales, and experienced agents looking to improve close rates
What You'll Learn to Do
Get More Appointments
Use life event triggers and policy reviews to book more meetings
Uncover Real Needs
Discovery questions that reveal coverage gaps and emotional drivers
Present Products Clearly
Explain term, whole life, and IUL in language clients understand
Handle Any Objection
Address price, think about it, spouse—with stats that work
Close Confidently
Move naturally from conversation to application
Build Referral Flow
Turn every delivery into 2-3 new appointments
Topics Covered
Getting Appointments
Life event triggers, policy reviews, overcoming initial resistance
Discovery & Needs Analysis
Family situation, income analysis, business owners, emotional why
Product Presentation
Term life, whole life, and IUL explained in client-friendly language
Handling Objections
Price, think about it, spouse, no need, health concerns
Closing the Sale
Moving to application, underwriting expectations, policy delivery
Referrals & Reviews
Asking for referrals, annual reviews, life event follow-up
Questions You'll Learn to Answer
Real client questions this course prepares you to handle professionally
Course Content
Frequently Asked Questions
Important Notice
This content is for educational purposes only. The roleplay scenarios are designed for practice and skill-building. Life insurance regulations vary by state. Always ensure compliance with your state insurance department and carrier guidelines.
Ready to Start Learning?
All course content is free. Use AI credits for deeper explanations and practice scenarios.
Start Module 1 Free