Course Name: Selling Life Insurance: A to Z

Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: T1 Slide:____1

Questions or
Comments:

Module 1: The Importance Exit to board C1

(Course Menu
of Selling Life Insurance Board)
Menu to board M1
Help to board H1
Back to board C1
By the end of this module, you Next to board
will be able to articulate the
Title text: display is
importance of talking to every 18 point bold font,
customer about their life centered

insurance needs. Objective text:

display in 16 point
italic font, centered

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
n/a LifeInsuranceHands.jpeg
Source Graphic(s):
Content Library

Directions to the Developer Alt tag

n/a Picture of hands holding a family

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: M1 Slide:____2

Questions or
Comments:

Module MENU Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Importance of Selling Life Back to board T1
Life Insurance Stories Next to board Q1
Insurance to Customer
Title text: display is
18 point bold font
Importance of Selling Life
The Opportunity Each button will be
Insurance to Agency hyperlinked to
content:
-Life Ins Stories to
Q1
-Importance to
Agency to Q2
-Importance to
Customer to Q3
Exit Menu Help Back Next Appendix -The Opportunity to
Q4

Directions to the Graphic Artist: Final Graphic Name(s):

Notes:
n/a
Source Graphic(s):

Directions to the Developer Alt tag

n/a
Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q1 Slide:____3

Questions or
Comments:

The Power of Story Exit to board C1

(Course Menu
Click each video icon to hear how life insurance impacted the lives of those left behind Board)
Menu to board M1
Help to board H1
Back to board M1
Next to board A1

Title text: display is

18 point bold font

Subtitle text: display

as 14 point italic
font

Colleen Stokes The Shane LaBarge: The Day Brigette Hunter: Keeping a Video icon text:
Responsible Thing to Do the Music Ended Family and a Business Afloat display as 12 point,
blue font

Each video icon is

Exit Menu Help Back Next Appendix hyperlinked to video

Directions to the Graphic Artist: Final Graphic Name(s):

Notes:
Transcripts will be included Video icon.jpeg

Video links: Source Graphic(s):

Content Library
http://www.lifehappens.org/videos/the-responsible-thing-to-do
http://www.lifehappens.org/videos/the-day-the-music-ended/
Directions to the Developer Alt tag
http://www.lifehappens.org/videos/keeping-a-family-and-a-
business-afloat/ Picture of video camera with a link to a life insurance story

Possible video: https://youtu.be/P-SwrTk5oN0

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: A1 Slide:____4

Questions or
Comments:

The Power of Story Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q1
Placeholder for a self-check on the life insurance Next to board Q2

stories Title text: display is

18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
Video icon.jpeg
Source Graphic(s):
Content Library

Directions to the Developer Alt tag

Picture of video camera with a link to a life insurance story

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q2 Slide:____5

Questions or
Comments:

Whats Your Life Insurance Story? Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Back to board A1
Next to board Q3
1) Click on the PDF icon
Title text: display is
2) Once the document opens, print the document 18 point bold font
3) Write out your own life insurance story
Subtitle text: display
as 14 point italic
font

Video icon text:

display as 12 point,
blue font

Each video icon is

Exit Menu Help Back Next Appendix hyperlinked to video

Directions to the Graphic Artist: Final Graphic Name(s):

Notes:
Video icon.jpeg

PDF will also be housed in the Appendix/Resources section Source Graphic(s):

Content Library

Directions to the Developer Alt tag

Picture of video camera with a link to a life insurance story

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q3 Slide:____6

Questions or
Comments:

The Importance of Selling Life Insurance Exit to board C1

to the Agency (Course Menu
Board)
Menu to board M1
Hover over each button to learn more information Help to board H1
Back to board Q2
Next to board Q4
Increases customer Title text: display is
Agency compensation
retention 18 point bold font

Subtitle text: display

as 14 point italic
Its the right thing to do The competition is asking font

Button text: display

is ARIAL 18 font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
When learner hovers over each button, additional information will
pop-up: Source Graphic(s):
Increase retention: By adding life insurance, you are strengthening your
relationship
Directions with the customer. By adding a financial product, your retention
to the Developer Alt tag
increases to 95%
Agency compensation: Not sure on wording yet
The right thing to do: As insurance professionals, we are in the business of
protecting our customers assets
Competition Some of our largest competitors make sure to ask every
customer about their life insurance needs. One of our competitors has a leg up
on us when it comes to cross-selling life insurance: 20% of their book.
Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q4 Slide:____7

Questions or
Comments:

Why arent we discussing life insurance Exit to board C1

with every customer? (Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q3
Next to board Q5

Title text: display is

18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
Question icon.jpeg

Learner will click on question icon and new image will Source Graphic(s):
Content Library
appear (illustrating FEAR) with the accompanying text:
Many tostaff
Directions and agents dont sell life insurance
the Developer Alt tag
because they arent comfortable talking about the Picture of question mark
products, or they dont like the idea of talking about the possibility
of death.
Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q5 Slide:____8

Questions or
Comments:

The Importance of Life Insurance to the Customer Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Allows time to mourn Covers final expenses Back to board Q4
Next to board Q6

Title text: display is

Creates a family legacy Guarantees insurability 18 point bold font

Takes care of various expenses

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
When learner hovers over each button, additional information will
pop-up: Source Graphic(s):

Directions to the Developer Alt tag

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q6 Slide:____9

Questions or
Comments:

Why dont customers buy life insurance? Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q5
Next to board Q7

Title text: display is

18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
Question icon.jpeg

Learner will click on question icon and text box will appear: Source Graphic(s):
Content Library
There are a variety of reasons why customers dont want to talk
about or
Directions buy
to the life insurance they have it through work, they dont
Developer Alt tag
have kids/arent married, they think its too expensive Picture of question mark
Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: Q7 Slide:____

10
Questions or
Comments:

The Life Insurance Opportunity Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q6
Placeholder I dont have the statistics on hand Next to board A2

Title text: display is

18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
When learner hovers over each button, additional information will
pop-up: Source Graphic(s):

Directions to the Developer Alt tag

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: A2 Slide:____

11
Questions or
Comments:

Knowledge Check Exit to board C1

(Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q7
Placeholder not sure if what I had planned on in Next to board Q8
my plan will work in the authoring tool. Title text: display is
18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:

Source Graphic(s):

Directions to the Developer Alt tag

Course Name: Selling Life Insurance: A to Z
Content Screen:_____1
Lesson Name: The Importance of Selling Life Insurance

Navigation Menu Title: A2 Slide:____

12
Questions or
Comments:

You have completed Module 1: The Importance of Exit to board C1

Selling Life Insurance (Course Menu
Board)
Menu to board M1
Help to board H1
Back to board Q7
Next to board Q8

Title text: display is

18 point bold font

Exit Menu Help Back Next Appendix

Directions to the Graphic Artist: Final Graphic Name(s):
Notes:
TheEnd.jpeg
Source Graphic(s):
Content Library

Directions to the Developer Alt tag