Ready to Increase Your Life Insurance Sales?
Learn what Insurance Know-How graduates have to say about our life insurance training courses!
“I have experienced Helena as both a trainer and a coach. Her knowledge of life insurance and ability to turn the technical and mystifying information into understandable benefits for the consumer/policyholder is amazing. I run a technology firm that services Canadian MGAs and Carriers to make their brokers more productive; it is my *job* to know products, yet sitting in on her sessions means *brand* new information that is presented simply and provides “ah ha” moments.”Cameron Jacox, CEO, Jacox-Hilton Producer Consulting
“Very insightful, visually well done materials. Definitely information I can go back and use to explain life insurance to my clients.”Ellenore Sinden
“I learned more than I ever thought I could at my age, so this is a job well done and presented for me to understand and retain.”Don Kochan
“In the past I had a case rate of 150 – 200 cases per year and was trained on 10 a month. I have gotten away from it and have lost my desire to sell insurance. In these market conditions and in this regulatory environment selling insurance is a safe haven and a portable skill. It was all extremely valuable information and just what I needed at this point to get me excited about selling insurance again.”Brian Van Ryckerhem
“Helena is a high energy professional who delivers Insurance Know-How in an upbeat, fast paced, interesting way. Without question I learned a lot easily.”Ruth Burdick
“Everything was explained in a way I’ve never heard before.”Mike Bryce
“I’ve probably earned between 13% – 15% return on my investment in this training course through sales I wouldn’t have made otherwise.”Mark Paton (13-year life insurance agent & MDRT qualifier)
“I made a sale the very next day I know I wouldn’t have made without Insurance Know-How training. Great course!”Judy Zavitz MacDonald (12 year veteran and MDRT qualifier)
“Having been in the insurance business since 1972 I was doing well, but found I had hit a barrier to getting to the next level of insurance sales. The first session of Insurance Know-How! reminded me of a lot of tools I had learned but had somehow discarded along the way. I started to look for multiple sales opportunities again. Then you got me to focus on my business plan and running my practice as a business. The results? Well they speak for themselves. My practice income has increased 125%+ over the 4 or 5 years since. I continued to do an annual business plan and review it quarterly. I have begun to have fun with what I do.”Rod Hamilton CFP, Principal, Hamilton Insurance & Financial Management
“Insurance Know-How Training really solidified what I had learned in Seneca’s program. The tools and tips Helena demonstrated provided the link I needed to confidently have the insurance conversation with prospective clients.”Ryan Trainor
“Helena’s experience in sales, training and her in depth understanding of financial advisor’s needs make Helena a dynamic trainer, coach and valuable industry resource.” Hal Couillard, B Comm, CLU, CHFC, CFP past Chairman of the Board of Directors of the Life Underwriters Association of Canada (now Advocis)
“It was a really good course. It really simplified things and has built a good foundation for me.”Dairn Towle – (newly licensed agent)
“Just because I know about products, doesn’t necessarily mean I know how to effectively communicate that to people who don’t know – my prospects and clients.”Dave Coad (22 year insurance veteran and MDRT qualifier)
“Excellent, well prepared, terrific examples and similes.”Louise Koch, ScotiaMcLeod Investment Executive
“Revisiting the basics is the seedbed of creativity, because every time you revisit the basics you’re coming at them from a different perspective, and probably going in a different direction than the last time you revisited them. That’s the opportunity for creativity….. I am also a pilot – when your life depends on the basics, you revisit them every time. If you don’t, you may not get a second chance. With the financial lives of people entrusted to us, we have an obligation to revisit the basics and check what we think we know.”Brian Salt (22 years with London Life)
“Helena’s intimate knowledge of sales, sales management tools and her ability to train on the use of them make her a valuable resource for any sales oriented organization.”Ron Hancock CFP CLU CHFC Managing Director, Desjardins Financial Security Independent Network and Investments
“I would highly recommend you to other sales focused financial services organizations.”Don Wilson, Vice President Financial Advisory Services, Alterna Savings
“Helena’s experience, preparation, dedication and resourcefulness resulted in Second Opinion Investor Services Inc. delivering an outstandingly successful première 4 day Orientation Program to a demanding group in a challenging environment.”Warren MacKenzie, President Second Opinion Investors Services Inc.
“…she is a talented public speaker and trainer”.Diane Haas, Principal Haas Insurance & Former Vice President Individual Insurance, London Life
“10 out of 10 (as compared to other industry training) – it was just so refreshing … it really made you think about what we’re here to do.”Ken Cassis, Life & Qualifying Member MDRT
