Training materials for NBD

 

 

Super Saver

 

Product training presentation

Product Summary - Workbook

Charges summary

Charges presentation - example for a client

Frequently asked questions

Competition comparison

Role Play – Scenarios

Flow chart of documents after submitted by bank

Application soft copy

Basic Medical UND chart

List of appointed primary medical examiners

Underwriting Guidelines (How to fill application)

 

 

Lifeline

 

Product presentation

Medical Underwriting chart

Features and benefits  - Lifeline

Lifeline workbook

Lifeline Vs competition

Lifeline Sales Script

 

Riders

 

Rider presentation

Critical care list of diseases

 

 

Forms generally used

 

 

Financial questionnaire for annual premiums above $10K

Form for changing fund mix

Electrical  - occupation questionnaire

Marine  - occupation questionnaire

Oil and Natural Gas  - occupation questionnaire

Merchant  - occupation questionnaire

UND6

UND52 (Financial questionnaire by agent)

UND54 (Financial questionnaire by applicant)

Beneficiary endorsement form ( In case of assigning a policy for loan)

Business Insurance Questionnaire (UND50)

Aviation Questionnaire (In case client is pilot)- Page 1

Aviation Questionnaire (In case client is pilot)- Page 2