SUCCESS WITH INTEGRITY

Success in the financial services industry requires salesmanship, charisma, the ability to inspire the troops, organizational skills, a dogged determination to succeed, as well as a belief in your products and your insurer(s). These are the skills, abilities and attitudes that you are encouraged to have within yourself and, if you are a managing agent, to instill in your people.

But, there is more - much more, which is required to accomplish your mission.

Your Mission –

To Guide Individuals and Families in the Fulfillment of Their Financial Purpose.

Throughout America, agents with an extraordinary depth of knowledge - agents who have taken the initiative and invested the time to truly understand their purpose - are making an enormous difference in the lives of their clients. Such agents are a Godsend to the families whose lives they so dramatically touch.

These agents don’t know anything more than that which all agents should know - but they are the few who actually DO know. They know how to choose and structure a product and a beneficiary; how to determine an appropriate policy owner; how to interact pro-actively with their clients’ estate planners, attorneys and C.P.A.’s and how to do it with a certainty and self-assurance that gives the client confidence in the program provided to them.

And they do it without allowing their own needs to get in the way.

W.R. Marlowe Educational Services can help you provide that knowledge, that certainty, that self-assurance, that level of integrity, for yourself and for your agents, through exciting, inter-active, quality live classes in your own offices. The handouts alone are worth the price.

“We Earn a Living with Our Words;

We Earn Respect with Our Character.”
 

CLASSES AVAILABLE

Successful Selling (from the Dr. Seuss classic sales manual, “Green Eggs and Ham”) – 2 hours
The Realities of Ethics for the Life Insurance Professional - 4 hours
Create Your Personal Professional Code of Ethics – 2 hours
Life Insurance Beneficiary Designation and Ownership - 3 hours
Annuities and The Ethics of Selling Them - 4 hours
Family Estate Planning for Life Agents - 3 hours
The Basics of Life Insurance - 4 hours

Call or e-mail for rates or to schedule classes – 800-400-4262