FINANCIAL SERVICES BASICS FOR THE P&C AGENCY Start Course Continue Course Retake Course Preview Course Learn More Progress APPROACH AND FACTFINDING 5 Lessons BASIC APPROACH RELATIONAL APPROACH INBOUND TELEPHONE BASIC FACFINDER HOME + LIFE LIFE INSURANCE 4 Lessons PERMANENT INSURANCE TERM VS PERM UNDERSTANDING TERM INSURANCE TERM RETIREMENT BASICS 4 Lessons QULAIFIED NON QUALIFIED QUALIFIED VS NON QUALIFIED 4 PHASES OF RETIREMENT Retake this course? Retaking this course from the beginning will reset all of your tracked progress. Retake Cancel