THE THEODORE GROUP
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Product Training

  • Carlos Costa: CFG Safeshield (4/9/2020)
  • Stephanie Harlan: Americo Eagle Premier (4/2/2020)
  • Casey Wood: GPM Equity Protector Classic 2 (3/5/2020)
  • Stephanie Harlan: Americo HMS 250 (2/27/2020)
  • Patrick (Hutch) Hutchinson: Foresters Plan Rite (2/20/2020)
  • Matthew Weiner: Mutual of Omaha Term Life Express (2/13/2020)
  • Patrick (Hutch) Hutchinson: Forester's Strong Foundation (2/6/2020)
  • Jon Schwartz: CFG & Foresters Diabetes Point System (1/30/2020)
  • Casey Wood: GPM Classic 1 (1/22/20)

​Weekly Sales Tips

  • ​Scott Cooper: Booking Virtual Appointments, Part 1 (6/4/2020)
  • Connor Jones: Tips for Online Appointments (4/10/2020)
  • Casey Gregory: Making the Most of Your Leads (12/11/2019)
  • Jon Schwartz: Keeping it Simple, Quick, and Affordable (12/4/2019)
  • Jon Schwartz: Reporting E-Apps (11/13/2019)
  • Jon Schwartz & Kim Berling:  The How's and Why's of Writing Accidental Death & Child Whole Life (10/30/2019)
  • Casey Wood: Utilizing Your In-Home Tools (10/23/2019)
  • Joyce Gay: Finding Annuities & IUL's in the Home (10/9/2019)
  • Stephanie Harlan: Client Needs Analysis Worksheet (10/2/2019)
  • Matt Weiner: Talking to Underwriters About Declined Cases (9/25/2019)
  • Hutch: Be a Problem Solver (NOT a Salesman!) (9/18/2019)
  • Matt Weiner: The Golden Circle (9/11/2019)  
    • Click here to watch Simon Sinek's original Ted Talk on this subject.
  • Mitch McInnis: Mastering the "Warm Down" (9/4/2019)
  • Matt Weiner: The Importance of Building Rapport (8/28/2019)
  • Randy Montrose: Making $500-1,000 for the Cost of a Stamp (8/21/2019)
  • Jon Schwartz: How to Show Your Pricing Advantage for Healthy People (8/14/2019)
  • Matt Weiner & Jon Schwartz: When & How to do a Policy Review (8/7/2019)
  • Jon Schwartz: Implementing Nick's Sales Tips (7/24/2019)
  • Lauren Millman: Don't Judge a Book by its Cover (7/24/2019)
  • Casey Wood: Making the Most Out of Your Leads (7/17/2019)
  • Matt Gibbons: Doorknocking People Who Said No on the Phone (7/10/2019)
  • Jon Schwartz: Using Living Benefits Video/Signing Up for Conference (7/3/2019)
  • Jerry Zezas: Overcoming Fear (6/19/2019)
  • Jon Schwartz: Revenue Generating vs Stress Relieving Activities (6/12/2019)
  • Matthew Weiner: Make Your Car Rolling University (6/5/2019)
  • Jerry Zezas: Building Rapport (5/29/2019)
  • Nick Theodore: How to Handle Future Draft Dates (5/22/2019)
  • Randy Montrose: Doorknocking-Why, How, When? (5/15/2019)
  • Jerry Zezas: Fighting Through Fear (5/8/2019)
  • Matt Weiner: Door Knocking (05/01/2019)
  • Matt Weiner: Helping Clients find Solutions to their Problems (04/24/2019)
  • Heather Owens: Nassau RE Product Knowledge (04/17/2019)
  • Casey Wood: Managing Your Schedule (04/10/2019)
  • Jerry Zezas: Preventing Objections Before They Come Up (04/03/2019)
​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.
  • Home
  • New Agents
  • Agent Training
    • Lead Driven
    • Self Driven
    • Weekly Sales Tips
  • Conference Calls
  • Bonuses
  • Careers
  • Agent Tools
  • Underwriting