Master Insurance Basics and Spot Opportunities in Real Policies
Learn to explain the three types of life insurance, understand what Canadian competitors sell, and dissect a real policy to find replacement opportunities. — Wednesday, August 12, 2026 | 7:00 PM – 9:00 PM
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Why attend
This session is designed for new recruits in their first 30-60 days. You'll gain the confidence to talk about insurance clearly, understand what your friends and family might be holding, and see how to spot opportunities in real policies. Leave with practical skills you can use immediately.
Understand the three types of life insurance in plain language.
Identify major Canadian competitors and what they sell.
Learn to dissect a real policy and spot replacement opportunities.
What this event helps with
Here's what Everything You Need to Know About Insurance covers:
Kickoff and Context
Get energized, hear about recent wins, and understand how this session sets you up for the week ahead.
Know the Competition
Discover the major Canadian insurance competitors and what they typically push, so you can see what your friends and family might already have.
Simplify the Three Types
Learn to explain term, whole life, and universal life insurance in a way any client can understand.
Read Real Policies
See how to dissect a life insurance policy step by step, identify the type, spot the traps, and calculate the replacement opportunity.
Common questions
Do I need to be experienced to attend?
No. This session is built for new recruits (first 30-60 days) and keeps the focus on practical action.
Will this be worth the time?
Yes, if you want a clearer way to use the event topic in the field instead of leaving it as another good idea.
What should I do next?
Talk with the person who invited you or contact the office so they know to expect you.
Ask About Attending
Contact your office leader to register for this event.