Some states require classroom study prior to sitting for the state exam.
A comprehensive exam which, when passed, licenses an agent to sell life and health insurance. The Essentials of Life Underwriting course provides fundamental knowledge about life insurance and the basic sales skills necessary to begin selling life insurance products. The Essentials of Disability Insurance Underwriting is a required, self-study course used to introduce the disability insurance marketplace to the new agent. This agency sales training course walks you through the sales process from the first step to the last. In addition to formal training, many interns have daily, weekly or monthly meetings with their training team and agency mentors.