Course curriculum

  • 1

    Chapter 0- LIVE TRAINING WITH FRANK

    • Lesson 1- client On disability Live trainting

    • Lesson 2- Live trainning

    • Lesson 3- live training (humana +healthsherpa)
  • 2

    Chapter 1 — Orientation & Guardrails (VA onboarding)

    • Lesson 1- Role boundaries

    • Lesson 2 - Do & Don't

    • Lesson 3 — Responsibilities & Workflows (Text)

    • Lesson 4 — Acknowledgment Survey

    • Quiz — Orientation & Guardrails (5 Qs)
  • 3

    Chapter 2 — Insurance Basics (Language & Concepts)

    • Lesson 1 — Core Terms (Text)

    • Lesson 1 Continue

    • insurance_glossary_slides

    • Lesson 2 — Health Insurance 101: The Basics

    • Health Insurance 102: Types of Plans (Health Insurance 2/3)

    • Health Insurance 103

    • Lesson3--Types Of Life Insurance Explained

    • WHAT'S THE BEST TYPE OF LIFE INSURANCE?

    • Why Do Rich People Own Life Insurance?

    • How to use Whole Life Insurance to Get Rich (Become your own Bank)

    • Chapter 2 — Insurance Basics (Language & Concepts)
  • 4

    Chapter 3 — Medicare (MA, Medigap, PDP + Enrollment Periods)

    • Lesson 1 — Original Medicare (A & B)

    • Lesson 2 — Medicare Advantage (MA) 101

    • Lesson 3 — Sherlie Training 4/16/25 ( Passcode: Jy0N!%aj )

    • Lesson 4 — Agency Call 4/18/25 ( Passcode: *5tx23wa )

    • Lesson 5 — Dan Wiggenhorn Training 4/22/25 ( Passcode: R8NZ%+Bb )

    • Lesson 6 — MA vs Medigap

    • Lesson 7 — Part D (PDP) Basics

    • Lesson 8 — Enrollment Windows

    • Lesson 9 — Tools Training -SUNFIRE( Passcode: 1Xp7Ejh+ )

    • United Ins Pros Medicare Training Portal

    • Lesson 10 — Inbound Call Training -- (Passcode: ykXn9Y^9 )

    • Medicare playbook

    • lesson 11 — Beyond the Basics- Navigating Sunfire

    • Lesson- 12 HIP( Hospital Indemnity Plan) Training CROSSELL

    • Quiz — Medicare
  • 5

    Chapter 4 — ACA / Marketplace & Medicaid

    • Lesson 1 — Marketplace Basics

    • Lesson 2 — Eligibility & Documents

    • Lesson 3 — Enrollment Periods

    • Lesson 4 — Medicaid / Low-Income Routing

    • Lesson 5 — Persona & Call Flow
  • 6

    Chapter 5 — Private / Ancillary Health

    • Lesson 1 — Hospital Indemnity--Carlos Andres Gomez — Hospital Indemnity Clinic

    • Hospital Indemnity Insurance

    • Lesson 2 — Critical / Chronic / Terminal Illness Riders

    • Lesson 3 — Accident, STD/LTD

    • Lesson 4 — LTC (Traditional vs Hybrid)

    • Quiz — Ancillary
  • 7

    Chapter 6 — Life Insurance

    • Lesson 1 — Term (Mortgage Protection)

    • Lesson 2 — Whole Life (Final Expense / Children’s)

    • Lesson 3 — IUL (Cash Value & “Infinite Banking” Basics)

    • Lesson 4 — Riders

    • Lesson 5 — Who Buys What (Personas)

    • Quiz: Lessons 1–5 (Life Insurance Basics)
  • 8

    Chapter 7 — Annuities (High Level)

    • Lesson 1--What is an Annuity?

    • Lesson 2 — Types of Annuities

    • Lesson 3 — Who Buys & Why

    • 🎉 Annuities Quiz
  • 9

    Chapter 8 — Executive Assistant Playbooks, Forms & Downloads

    • Lesson 0 — CLOCKIN IN/OUT-WHENIWORK

    • What You’ll See When You Update:

    • Lesson 1 — Daily Check-in & Tools

    • Lesson 2 — ClickUp → single source of truth

    • Lesson 3 —Gmail

    • Lesson 4 — OpenPhone

    • How to Effectively Use OpenPhone for Client Management

    • Lesson 5 —Sunfire (Medicare)

    • Lesson 6 —HealthSherpa (ACA)

    • Steps-HealthSherpa (ACA / Marketplace Enrollments)

    • Lesson 7 —Handling carrier portals & commissions

    • Lesson 8 —Executive calendar & scheduling

    • Lesson 9 —Scripts & Appointment Setting

    • Lesson 10—Client retention (thank you cards, follow-up, referrals)

    • Lesson 11 — Downline management

    • Lesson 12 —Compliance guardrails & surveys

    • Lesson 13 — Getting Google Reviews ⭐⭐⭐⭐⭐

    • 📝 Master Quiz — Executive Assistant Training
  • 10

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