NEEDS ANALYSIS Worksheet: Print multiple copies of the NEEDS ANALYSIS Worksheet. You will fill this out while sitting with clients to determine eligibility. Text completed worksheet to your manager.
Needs Analysis Training: Complete the Needs Analysis for yourself (as if you are a client) and text the completed document to your manager. Your manager will then make the product recommendation and work with you on how we present the quotes.
If you do not have any medical history, you can also complete a needs analysis on a relative with medications so that we can provide more training on how we complete the underwriting to select the correct product.
This training website is designed to equip and empower you to have a fast start in the mortgage protection industry. The information and tools on this site will prepare you to "DO" the job. As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Theodore Group. Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.