01
Lead Generation
Build a reliable mix of lead sources instead of depending on one channel or referral streak.
- Channel selection
- Offer clarity
- Lead source tracking
- Weekly activity targets
Track 01 — Life insurance
Life Insurance Sales Training for Canadian Brokers.
Learn how to generate conversations, understand client needs, build trust, follow up professionally, handle objections and improve your life insurance sales process.
Curriculum
Eleven Areas That Change Your Sales Results.
Each area includes lessons, scripts and templates you can apply to your next conversation.
02
Prospecting
Create consistent outreach habits that fill your calendar with real conversations.
- Warm market outreach
- Centre-of-influence contacts
- Outreach cadence
- Activity tracking
03
Discovery Conversations
Run a structured discovery that surfaces the client's real priorities and context.
- Opening framework
- Question sequences
- Note-taking structure
- Summarizing back
04
Needs-Based Selling
Present recommendations that connect to what the client told you, in plain language.
- Needs summary
- Options framing
- Plain-language explanations
- Documenting rationale
05
Follow-Up
Keep every open opportunity moving with scheduled, professional touchpoints.
- Follow-up cadence
- Message templates
- Reminder setup
- Re-engagement approach
06
Objections
Handle hesitation, budget concerns and comparison shopping without pressure.
- Price and budget
- “I need to think about it”
- Spousal decisions
- Timing objections
07
Closing
Guide qualified prospects to a clear decision and a clean next step.
- Decision framing
- Next-step clarity
- Application walkthrough
- Post-decision follow-up
08
Referrals
Ask for introductions at the right moments, with wording clients accept.
- Referral timing
- Request scripts
- Thank-you process
- Referral tracking
09
Client Retention
Stay present between policy events so relationships create future opportunities.
- Annual review structure
- Life-event check-ins
- Service standards
- Retention tracking
10
CRM Organization
Keep your pipeline, notes and tasks in one place you actually trust.
- Pipeline stages
- Task hygiene
- Note standards
- Reporting basics
11
Digital Lead Conversion
Turn online inquiries into scheduled conversations quickly and professionally.
- First-response speed
- Qualification questions
- Booking the call
- Message follow-up
Educational purposes only. Our programs provide sales training, mentorship and business education. We do not provide insurance, legal, financial or regulatory advice. Participation does not replace provincial licensing, continuing-education or regulatory requirements applicable to insurance professionals.
Build a Life Insurance Sales Process You Can Repeat.
Join the program or book a call and we'll help you decide where to start.