Lesson 1- Role boundaries
Lesson 2 - Do & Don't
Lesson 3 — Responsibilities & Workflows (Text)
Lesson 4 — Acknowledgment Survey
Quiz — Orientation & Guardrails (5 Qs)
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)
Hospital Indemnity 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)
Lesson 1--What is an Annuity?
Lesson 2 — Types of Annuities
Lesson 3 — Who Buys & Why
🎉 Annuities Quiz
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
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