The Inside Wholesaler Certification Program™.

This training program learning combines web training and live coaching. It is an activity based learner driven system that holds the participants accountable every step of the way. No more training that fails to hold the wholesalers accountable for the material!

The Inside Wholesaler Certification Program™ requires participants to:

• Complete written assignments
• Participate in prescheduled live coaching sessions
• Demonstrate they have mastered the required skills or required material
• Pass a final certification test

The Inside Wholesaler Certification Program will provide you with a cost-effective training program that will provide you with precise metrics for measuring results. Wholesalers are:

• Actively involved with live coaching and web-based instruction
• Motivated to participate
• Learning best practices based upon world-class content
• Required to demonstrate they have learned the required material.

Need More Information?

Click here to go to the Wholesaler Institute for more information.

The business plan is the strongest bond between a BGA/Broker/Dealer and the producer/advisor.  Click here to download an article about how to set up a strategic and tactical plan with your producer/advisors.

One of the most important things that you can do for your clients is to make sure that they have enough life insurance protection and that the policies they have are capable and adequate to do the job they were intended to do.  Things have a way of changing over time; marriage, children, aging parents, new jobs, salary adjustments, goals, and for some divorce.  Each of these events can have an impact on the type and amount of life insurance needed to protect one’s family and wealth.  At the very least, a beneficiary check should be made to make sure that the named beneficiaries are accurate and current.  

As a wholesaler or Brokerage General Agent or Broker Dealer, you can help your producers/advisors do a better job of servicing their clients.

Click here to download an article about how to set up a Policy Review Sales Process.

Click here to download the Excel Spreadsheet to track policy review cases with your producers/advisors.

 Wholesaler Resources

How good are you?  What are your prospects and advisors thinking when you walk through the door? Do they see you as just another wholesaler, or a walking and talking brochure?  Perhaps they are thinking:  “Am I glad you are here!”

Are you able to clearly articulate your value and position yourself as the most trusted, relevant, resourceful wholesaler in your territory?  Are you the person everyone calls when they want an opinion about a current topic or sales idea?  How well have you leveraged your resources and your team?

Click here to download the article and the Wholesaler Resource Questionnaire.

The Five Roles of A Wholesaler

Successful wholesaling depends on the wholesaler's ability to manage him/herself in five different roles:

1. Self-Management
2. Territory Management
3. Resource Management
4. Relationship Management
5. Practice Management

For more details about each of these roles, click here to download the Wholesaler Effectiveness Spreadsheet.

The Wholesaler Effectiveness Study Group and Learning Program - A formal study group for wholesalers.

What is your prospect/customer thinking when he/she sees you walking through the door?  Are you just another company representative, a talking brochure, or are you someone that is highly valued by your customers/clients?

Learn how to be the most valued, trusted resource in your territory.  Participate in the Wholesaler Effectiveness Study Group and Learning Program.  This program is effectively delivered through Webinars and Teleconferences with your coach and facilitator, Ed Howat, who has been an effective wholesaler and trainer for over 25 years.  The program can be completed in a one-on-one format, or in groups of six participants.  The Program can also be customized.

  This program includes the following topics:

• The Five Roles of A Wholesaler
• Territory Management and Segmentation
• Business Planning
• Resource Management
• Successful Networking
• Call Planning
• The First Call
• The Follow-up Call
• Fundamentals of Practice Management

Need More Information?

Contact Ed Howat at 651.405.6644 or email him at ed@addiewoods.com