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Orientation and Success System Training
It's Time!
FOR YOUR DREAMS TO COME TRUE!
This is your final training module as you start building your business. At ValuTeachers, your development never really ends, though. Throughout the year, we will offer specialized training and development opportunities. Our goal is to help you build your business into your legacy.
FINAL STEP | Licensed Associate Appointed with NLG
Please watch each video in its entirety to receive full training credit
Title and Description
Setting Up Your ValuTeachers Email
This video will help you set up your new ValuTeachers email on your mobile phone and computer.
Navigating the ValuTeachers Agent Portal
This video will show you all the important resources you will have in the ValuTeachers Agent Portal and where to find them.
Product Training - Fit Secure
This video will show give you insight into one of the most popular products we offer.
Product Training - Fit Select
This video will show give you insight into another one of the most popular products we offer.
Product Training - Selecting the Right Product
This video will give you some pointers as to what products will fit what retirement scenarios you may come across.
How to Use the NLG eApp and Why
This video will show you how to use the NLG eApp. It will include why you should use the eApp even if you have to input the client's data later.
ValuCams Training - Beginner
This video shows you some pointers on using ValuCams, our powerful CRM.
ValuCams Training - Intermediate
This video shows you some intermediate uses of ValuCams
ValuCams Training - Advanced
This video shows you some advanced uses of ValuCams
NLG TRAC Training
This video series will help you understand the power of the NLG TRAC software and how it helps tell the story of your clients retirement journey
NLG Forms and Pending Business
This video will show you where how to navigate the NLG website for essential resources and how to see and manage your pending business.
Building Your Business Series: How to get into the Schools and Setup Events
In this video series will hear from ValuTeachers leaders in the field on how to get into your schools and setup events.
Building Your Business Series: How To Conduct Your Retirement 101
In this video series will hear from ValuTeachers leaders in the field on the steps to showcase your Retirement 101 presentation.
Building Your Business Series: Report Cards and Follow-up
In this video series will hear from ValuTeachers leaders in the field about how to use the report cards and why they are important.
Building Your Business Series: Asking the Right Questions and Finding the Money
In this video series will hear from ValuTeachers leaders in the field on how to ask probing questions to ensure you are helping your clients as much as you can.
Building Your Business Series: How to Build Your Team
In this video series will hear from ValuTeachers leaders in the field on how to build your team and conduct team meetings.
Full Training Credit
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