Lewicki Agency Training
Welcome back, Agent
You're on Day 4 of your 5-day training path. Keep the momentum going.
Today's Training
Social & Bank Rebuttals
The make-or-break skill — handle SSN and bank objections
5-Day Training Path
Day 1
Foundation
2 modules
Day 2
Core Skills
3 modules
Day 3
Advanced
2 modules
Day 4
Critical
4 modules
Day 5
Execution
3 modules
8/14
Modules Completed
82%
Quiz Average
12
Practice Sessions
Your Modules
8 of 14 complete
Day 1
Welcome & Overview
Why AIL, why training, and what the next 5 days look like
Day 1
Company Knowledge
AIL/Globe Life history, union value proposition, and credibility plays
Day 2
Phone Scripts
Learn the Globe, CSK, Union, and Lapse scripts cold
Day 2
Union Presentation
The union pitch that opens every door — 93% choose AIL
Day 2
Building Rapport
First 30 seconds make or break the sale
Day 3
Sales Presentation
Full presentation flow from intro to close
Day 3
Referrals
Turn every sale into 3 more — the referral machine
Day 4
Product Knowledge
Super Combo, Senior Combo, Globe, Child Safe — know them all
Day 4
Social & Bank Rebuttals
The make-or-break skill — handle SSN and bank objections
Day 4
The 4 Yeses
Phone → Address → Beneficiary → Citizen → Social. Smooth, no pauses.
Day 4
Closing Techniques
Down close, up close, soft close, hard close — know when to use each
Day 5
Setting Appointments
Book the meeting and confirm — no ghosts
Day 5
E-App & DocuSign
Submit clean applications the first time
Day 5
Post-Sale & Retention
Solidification, follow-up, and preventing chargebacks