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Getting Started with Virtuity
WELCOME to Virtuity Financial Partners
Welcome from Hanna Horenstein
Check List
Team COMMUNICATION
Getting Started
Fast-Start Requirements
Fast-Start 3-3-30
PREPARING FOR YOUR 1ST APPOINTMENT (Kitchen Table Presentation - KTP 1)
How to Edify Your Trainer
How to Do a 1st Appointment
First Appointment Follow Along (including flip chart)
Field Training DOs and DONTs
Virtuity Flip Chart 2020
FNA: Financial Needs Analysis
ZOOM
How to use zoom (7:13)
Zoom Backgrounds
REGISTER FOR LICENSING
Pre-Licensing Course
License Cram (35:30)
CA Licensing Costs
Getting Your Life Accident Health License (CA)
BUSINESS FORMAT SYSTEM
Business Format System
COMPENSATION & PROMOTIONS
Compensation (9:30)
Commissions
AFTER YOU PASS: REGISTER WITH MYWFG
MyWFG (4:00)
Platform Fees
E&O Coverage
Direct Deposit - How to get paid
Long Term Care Certificate (LTC)
AML - Through Kaplan
Annuity Suitability
Carrier Appointments (1:16)
California Fingerprints (0:45)
ADMINISTRATION: BACK OFFICE
BSCpro: How to track your business (48:21)
LICENSING
PRODUCT SPECIFIC ANNUITY TRAINING
BSCpro ADVANCED
1st and 2nd Advances (4:02)
Using the notes (2:06)
Policy Details & Delivery Steps Defined (4:36)
Drop Dates and Attachments (4:39)
Chargebacks (6:29)
New Production Overview (8:47)
COURSE COMPLETITION
New Lecture
Getting Your Life Accident Health License (CA)
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