Series Outline

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  • 1


    • Welcome to Digital Bootcamp

  • 2

    Lesson One: Make Your Practice COVID-19 Friendly

    • Remember Cash is King

    • How Am I Doing?

    • How Do I Improve My Cash Position?

    • What's Next and Lesson Disclosures

  • 3

    Lesson Two: Making A Trusted, Emotional Connection Through a Webcam

    • Starting Off

    • Mastering the Technical Process: Devote at Least Three Hours to Learn

    • Creating an Emotional Connection with Your Client

    • Before the Meeting

    • During the Meeting

    • After the Meeting

    • Remaining Fully Compliant in the Process

    • Conclusion and Lesson Disclosures

  • 4

    Lesson Three: Refreshing Your Online Profile In Our New Era

    • It's a Worthwhile Investment

    • To Begin, Ask Yourself Three Questions

    • Four Things You'll Need to Get Started

    • It's an Art and a Science

    • Keep Compliance Top of Mind

  • 5

    Lesson Four: Turn Your Existing Clients into Fans Who Refer Their Friends

    • You Have to Ask

    • Client Appreciation Events: Your Secret Sauce

    • Virtual Event Ideas

    • 5 Client Conversation Starters

    • Lesson Disclosures

  • 6

    Lesson Five: Raising Brand Awareness in Your Community While People Are Home

    • Building Your Brand

    • Brand Building Ideas

    • Will raising brand awareness in your community translate into long-term loyalty or sales?

    • Lesson Disclosures

  • 7

    Lesson Six: Restarting Leads in a Remote Selling Environment

    • Generating Leads

    • Annuities

    • Online Leads

    • Location, Location, Location

    • Be Social, Helpful, and a Trusted Source

    • Partner Up

    • Keep Them Warm

    • “Ad”ding to Your Strategy

    • Lesson Disclosures


This video series is intended for agent/producer use only and is not meant for use with the general public.

This information is provided by Nassau Life and Annuity Company for general education purposes only. Nassau Life and Annuity Company and its affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Individuals should consult their own independent advisor as to any tax, accounting or legal statements made herein. All product sales must be appropriate, based on a comprehensive evaluation of the customer’s financial situation, needs and objectives. BPD#40189