$15.00
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Access to assessment codes for you or your team $15 apiece.



$99.00
2026 Operational Foundations with AIC and AAS
Operational Foundations with AIC/AAS

 

 

 

 

 

About this Program

This beginner virtual school, Operational Foundations with AIC/AAS, offers a level one class designed to provide a basic overview of key processes, resources, and support systems available through Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS). This introductory program combines live online instruction with self-directed exercises and assignments, ensuring an interactive and accessible learning experience. Each session builds on the previous one, encouraging engagement and equipping you with practical knowledge you can begin applying right away in your role

Program Requirements

 

INTERSESSION WORK (HOMEWORK)

Throughout the course of the virtual Operational Foundations with AIC/AAS, you will be asked to complete intersession work in addition to participating in live sessions. Assignments may include blog readings, articles, or coursework available through edu.ameritas.com. Engaging with these materials thoughtfully and being prepared to discuss new concepts is essential for a meaningful learning experience.

 

ATTENDANCE POLICY

Regular attendance at all online sessions is required. Since teamwork and group interaction are integral elements of the course, any participant’s absence may affect the learning environment for the entire group. If you anticipate being unable to attend a session for any reason, it is your responsibility to promptly notify the virtual Operational Foundations with AIC/AAS coordinator, who will help determine appropriate next steps. Please note that missing any session, regardless of the reason, may result in the forfeiture of your spot in the class. However, the $99.00 registration fee will be fully reimbursed to anyone who completes at least 5 out of the 6 scheduled sessions.

Note: The information above applies to the entire school and should be reviewed by all participants before reviewing the agenda for specific sessions.

 

 

                                                              

What You Need to Do Before the First Class

 

PREPARATION CHECKLIST AND PROGRAM SUCCESS

☐ Mark your calendar: Reserve the scheduled dates and times for the virtual Operational Foundations with AIC/AAS in your planner or calendar.

☐ We use the Microsoft Teams application for this school. If you do not typically use this software, please download the app and set up an account in advance to avoid any login issues on the first day of school.

☐ Check your technology: Make sure you have a reliable high-speed Internet connection and a functioning computer available for all sessions.

☐ Optimize your audio setup: For the best sound quality, use a separate telephone line (not your computer’s audio) for class participation. Avoid speakerphones and use a headset with a microphone.

☐ Complete pre-work: Read all assigned pre-course materials and print both the workbook and the resource guide for easy access.

☐ Review the course outline: Familiarize yourself with the session topics and start preparing any questions you’d like to discuss during each class.

☐ Have your workbook ready—either printed out or as a digital copy you can easily reference during the session.

☐ Review the glossary of common terms. These will appear often throughout the course and knowing them will help you engage more confidently and effectively.

☐ Ensure you can access the Producer Workbench. If you run into any issues, consult the guidance provided document or reach out to our support team for help.

 

 

 

 

DAY 1: February 10th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Welcome and Introductions – 20 minutes

Facilitators: Brent Bahl, Lead Sales Training and Education Specialist

This session will kick off our time together with introductions from each facilitator and an overview of what to expect during the school. We’ll walk through the daily structure, session topics, and classroom tools to help you feel confident and ready. Get settled, get connected, and get excited for the days ahead!

 

Who Are You and What Do You Do? – 30 minutes (TBD by Number of Attendees)

Facilitators: YOU!

Brent Bahl, Lead Sales Training and Education Specialist

This is your chance to tell us about yourself and your role within your practice. Share a bit about your background, what you do day-to-day, and what you’re hoping to gain from this school.

 

Producer Workbench Basics – 30 minutes

Facilitators: Ashley McWilliams, Supervisor AIC & AAS Customer Service

This session provides an overview of the key areas of Producer Workbench on which you will rely for day-to-day business

 

Break

 

Introduction to Docupace – 30 minutes

Facilitator: Becky Haase, Manager Transition and Onboarding

This session will provide a foundational walkthrough of Docupace, focusing on the core tools and tasks you’ll use most often. You’ll learn how to navigate the system, submit and track paperwork, and manage everyday workflows to support your agency more effectively.

 

Daily Wrap-Up and Next Steps – 5 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Brief review of key takeaways, a look at what’s coming next, and any homework. Please complete a short 3-question survey before leaving for the day.

 

 

DAY 2: February 12th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Recap and Homework Review – 15 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Start the day with a quick review of key takeaways from the previous session, answers to any outstanding questions, and a discussion of homework assignments.

 

Compliance – 25 minutes

Facilitator: Kenny Torczon

 

Submitting New Business – 75 minutes

Facilitator: Linda York, Sr. Customer Service Specialist

Becky Haase, Manager Transition and Onboarding

This session will focus on the end-to-end process of submitting new business to AIC and AAS using the Docupace platform. Gain practical insights as you discover what happens after you submit new business and explore the complete workflow process. You’ll also learn valuable strategies to help you steer clear of Not In Good Order (NIGO) items. Designed to empower you with confidence and knowledge, this session will help make your submission process smoother and more efficient.

Daily Wrap-Up and Next Steps – 5 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Brief review of key takeaways, a look at what’s coming next, and any homework. Please complete a short 3-question survey before leaving for the day.

 

 

DAY 3: February 17th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Recap and Homework Review – 15 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Start the day with a quick review of key takeaways from the previous session, answers to any outstanding questions, and a discussion of homework assignments.

 

Wealthscape Overview and Money Movement Request – 60 minutes

Facilitators: Ashley McWilliams, Supervisor AIC & AAS Customer Service

This session will introduce Wealthscape, a comprehensive platform that offers secure access to client account information, robust trading tools, and essential operational resources designed to simplify account management and enhance daily efficiency in the financial services industry.

In addition, the session will cover the essentials of money movement, focusing on different types of requests such as cashiering transactions and account transfers. You’ll learn how to initiate and submit these requests online, track their status, and ensure all required documentation is in place.

 

Daily Wrap-Up and Next Steps – 5 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Brief review of key takeaways, a look at what’s coming next, and any homework. Please complete a short 3-question survey before leaving for the day.

 

 

DAY 4: February 19th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Recap and Homework Review – 15 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Start the day with a quick review of key takeaways from the previous session, answers to any outstanding questions, and a discussion of homework assignments.

 

Deeper Dive Wealthscape and Docupace Maintenance – 75 minutes

Facilitator: Ashley McWilliams, Supervisor AIC & AAS Customer Service

Linda York, Sr. Customer Service Specialist

This session provides a deeper dive into Wealthscape and Docupace maintenance essentials. We’ll cover the Wealthscape basics, platform navigation, reports and alerts, Wealthscape Investor, eDelivery settings, and key self-service tools. You’ll also learn how to update client profiles, document financial updates, and manage Beneficiaries and IRAs. The session will close with a guided walkthrough of Docupace maintenance tasks and initiating leads in Docupace.

 

Trading – 15 minutes

Facilitator: Kevin Malay

 

Daily Wrap-Up and Next Steps – 5 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Brief review of key takeaways, a look at what’s coming next, and any homework. Please complete a short 3-question survey before leaving for the day.

 

 

DAY 5: February 24th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Recap and Homework Review – 15 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Start the day with a quick review of key takeaways from the previous session, answers to any outstanding questions, and a discussion of homework assignments.

 

Using the Orion Platform – 30 minutes

Facilitator: Ann Dohmen, Lead Bus Systems Specialist

Discover the full range of features and integrations offered by the Orion platform, along with practical tips to maximize your experience with this powerful technology.

Wealth Management – 15 minutes

Facilitators: Becky & Ashley

Gain valuable insights from the wealth management team as they share details about the services they provide and introduce you to their team’s expertise and areas of support.

 

****Break****

Peer Panel: Best Practices to Start Your Day – 50 minutes

Facilitator: Tiffany Harrison, Stacy Brasher, Luke Wright, Jen Elliot

Join a panel of peers as they share proven strategies and best practices to kickstart your day effectively. Learn practical tips tailored to agency life that help boost productivity, stay organized, and set a positive tone for success.

 

Daily Wrap-Up and Next Steps – 5 minutes

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Brief review of key takeaways, a look at what’s coming next, and any homework. Please complete a short 3-question survey before leaving for the day.

 

 

DAY 6: February 26th, 2026, 11:00 a.m. ET – 1:00 p.m. ET

Interacting with AIC & AAS Customer Service & Supervision – 30 minutes

Facilitator: Ashley McWilliams, Supervisor, Account & Client Management

This session will guide you through accessing client information, interacting effectively with the AIC and AAS customer service teams, and understanding which updates can be made online versus those requiring additional documentation. We’ll also take an in-depth look at how to locate key AIC and AAS resources on Producer Workbench. When to contact the supervision team

 

Communications- 15 minutes

Facilitator: Jaclyn Bautista, Director, AIC and AAS Service & Operations

Learn about the communications you’ll receive from AIC and AAS and find out where to access them on Producer Workbench.

Intro to Ameritas.EDU.com – 30 minutes

Facilitator: Jennifer Osterman, Lead Sales Training & Education Specialist, Practice Management & Development

Learn at your own pace—your courses, your schedule. Take control of your development with our learning management system, Ameritas EDU. In this session, we’ll explore the platform and demonstrate just how simple it is to enroll in courses and navigate your learning experience.

Development for the Future – 5 minutes

Facilitators: Beth Goldsmith, 2VP, Practice Management and Development

Discover your next steps—explore the opportunities and resources available to support your continued learning journey.

Closing: What’s Next & Takeaways – 15 minutes

Facilitators: Brent Bahl, Lead Sales Training and Education Specialist

As we conclude, take a moment to reflect on your biggest takeaway and identify one practical step you’ll put into action immediately. We’ll explore how to make the most of your resource guide, answer your questions, and set the path for continued growth and success beyond this school.



$99.00
2026 Immersion January

About this Program: Virtual Ameritas Immersion

The virtual Ameritas Immersion school provides 12 hours of live, online instruction blended with self-directed exercises and virtual engagement. This program is designed to provide clarity on Ameritas processes, resources, and support. Many learning moments are customized to meet your needs and provide highly interactive content. The intent is for you to actively participate in every session as each course builds on the previous. You will not only feel like you are part of the learning process, but you will leave this school knowing you are part of the Ameritas family.

Program Requirements

Interactivity & Attendance Policy

After some of the live sessions, you will have materials to review to prepare yourself for the next session. Set aside time to review these and bring any questions you have to the next session.

A large part of learning will come from thinking about and discussing new concepts. Please come prepared to engage with your learner group and do not hesitate to ask questions.

You are expected to attend ALL online sessions of virtual Ameritas Immersion. Because elements of virtual Ameritas Immersion involve working in teams, any absence by a participant will negatively impact the team’s ability to maintain the desired learning environment and interaction among team members.

If you anticipate not being able to attend a session for any reason, you must immediately contact the virtual Ameritas Immersion coordinator, who will determine appropriate measures to resolve the absence. Please note that an absence from any session for any reason may result in the forfeiture of your seat in the class. Please note, the fee of $99.00 for the school will be reimbursed in full to anyone completing at least 5 of the 6 sessions for our school.

 

Program Success

  • To ensure that you do not have any technical issues and are ready for a great experience, early log in (5-10 mins early) is requested, especially on the first day of school.
  • Logging in from a computer or laptop is requested; cell phones are not compatible with all the interactive features we will be using throughout the school.
  • For best audio results, use a separate telephone connection, not your computer’s audio system, to hear and speak during the school. Speakerphone is not ideal; you must use a headset with microphone.
  • We use the Teams application for this school. If you do not typically use this software, please download the app and set up an account to eliminate log in issues on the first day of school.
  • Block off on your calendar or planner with the scheduled dates and times for virtual Ameritas Immersion.
  • Ensure that you have access to a reliable high-speed internet connection and a working computer.
  • Review the course outline and begin formulating questions you’d like to ask for each session. This is an interactive class and participation is expected.

 

DAY 1: January 20 – 11 a.m. ET

Welcome

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

Vision and Values

Hear from our senior leaders as they discuss the vision and values being brought to life through the Ameritas focus and value proposition.

Presenters: Senior Leadership – Shannon Berry, VP, Sales Development and Advanced Planning

Jeremy Robson, President, AIC and AAS

Hear from your Peer

This first session will welcome you to this school and the Ameritas Family!  We will hear from one of your peers about their experience with Ameritas through the years.

Presenter: Anthony DiPaola

BREAK

Resources and Rich History

We will watch a brief video on the history of Ameritas, and then we will be joined by department leaders of your home office resource teams. You will hear about the value their teams provide and how you can best use them!

 

Expert Teams

Presenters: Jacob Messick, Director, Advanced Planning

Kristi Buresh, Manager, Internal Sales

Katie Cook, Manager Internal Sales

Beth Goldsmith, 2VP, Practice Management and Development

 

Your Why: Sharing what matters most

In this breakout session, the spotlight is on you. Guided by our Transition Consultants, you’ll have the opportunity to reflect on and share your own story. Connect with peers, uncover shared experiences, and start envisioning your next chapter with greater clarity.

 

Facilitators: Becky Haase, Manager, Transition

Kendra Orth, Lead Transition Consultant

Holly Woods, Lead Transition Consultant

 

Wrap Up

This time will be used to wrap up our day and get you prepared for what’s coming next!

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

 

DAY 2: January 22 – 11 a.m. ET

 

Life and DI Product Round Robin

This session provides a high-level overview of our life and disability income insurance products. You will hear how our wide product suite can meet the varying needs of your clients as well as standout features in the industry.

Presenters: Tara Borden, Internal Wholesaler
Todd Goens, Regional Sales Manager

 

BREAK

 

Annuities Overview

In this session, you will receive an overview of the Ameritas annuity products and their unique features and available options.

Presenter: Cindi Laing, Internal Wholesaler

 

Running an Illustration

This learning session will guide you through the basics of running an illustration in our online portal, Producer Workbench.

Presenter: Chris Frerichs, Internal Wholesaler

 

eApply Entry and Submission

This interactive session will show you how to take your created illustrations and place them into our electronic application system, eApply for submission to new business!

Presenter: Savonni Trujillo, Internal Wholesaler

 

 

DAY 3: January 27 – 11 a.m. ET

 

Underwriting Best Practices

This session will help make the underwriting process accessible and easy. The focus will be on best practices, underwriting programs, and how the underwriting department can work with you.

Presenters: Keith Beckman, Managing Director, Individual Life Underwriting

Paul Zimmerman, Vice President and Chief Individual Underwriting Officer, DI Underwriting

 

BREAK

 

New Business Top Tips

This interactive session will shed light on the new business process, tips for accuracy and efficiency as well as explore the different application types.

Presenter: Carrie Symon, Manager, New Business

 

 

DAY 4: January 29 – 11 a.m. ET

 

Advanced Planning

The advanced planning team, with a wealth of experience, education, and excitement, has a unique level of support and strategies available to you and your clients. Experience what advanced planning means to Ameritas.

Presenter: Troy Branch, 2VP, Advanced Solutions

 

BREAK

 

Intro to Edu.Ameritas.com

Your courses on your time. Take control of your learning with our learning management system, Ameritas EDU. We will explore this system and show you how easy it is to enroll in courses and navigate your access.

Presenter: Jennifer Osterman, Lead Sales Training and Education Specialist

 

Spotlight on AIC, AAS and ALIC:

Learn about our transition support, technology platforms and affiliation options for our broker-dealer AND for those not affiliated with our broker-dealer to discuss best practices for onboarding to a new organization.

Facilitators: Gary Rialti, Wealth Management Services, Advisory Consultant

Kristen Sanders, Wealth Management Services Advisory Consultant

 

Breakout – Best Practices for Onboarding

Facilitators: Becky Haase, Manager, Transition and Onboarding

Kendra Orth, Lead Transition Consultant

Holly Woods, Lead Transition Consultant

 

 

 

 

DAY 5: February 3 – 11 a.m. ET

 

Practice Management Advantage

This session will highlight how the practice management team can play a role in supporting your practice. We will review the eight primary areas of consultation along with the valuable resources available to you. This team is here to help you grow your business, build a profitable practice, and deliver an amazing client experience. Working with you ON your business, not IN it.

Presenter: Jon Geier, Practice Management Consultant

Jason Torske, Practice Management Consultant

 

BREAK

 

In-person Conference Opportunities

In this session, we will go over what opportunities are available for conference attendance throughout the year.

Presenter: Jon Geier, Practice Management Consultant

 

Practice Management Breakout Session

Review the eight primary areas of consultation available to you and share your practice management needs with your regional practice consultants.

Presenters: Jon Geier, Practice Management Consultant

Jason Torske, Practice Management Consultant

 

Investing in your Success

Your courses on your time. Take control of your learning with our learning management system, Ameritas EDU. We will explore this system as well as the many ways in which Ameritas provides for your continued education and growth after school is complete.

 

Presenter: Brent Bahl, Lead Sales Training and Education Specialist

 

 

 

 

 

DAY 6: February 5 – 11 a.m. ET

 

Retirement Plans

Resources, options, and support galore. You can meet the financial needs of your client with the help from the Ameritas retirement plans division.

Presenter: Andrew Gunning, Director, Business Development, RP Business Development

 

Exploring Our Custom Portal

This session will review our online agent portal, Producer Workbench. We will review the resources and technology tools available. You will leave this session feeling more confident and aware of all that Ameritas has to offer.

Presenter: Tara Borden, Internal Wholesaler

 

BREAK

 

The Power of Mutuality and our Products

Kelly will kick off this day of learning by sharing the power of mutuality and our products at Ameritas.

Presenter: Kelly Halverson, SVP, Chief Actuary and Underwriting

 

Sales Development Coffee Talk

This breakout session will allow you to spend intimate and valuable time with your dedicated internal wholesalers. During this breakout, you will discuss sessions from earlier in the school and ways you plan to implement this gained knowledge.

Facilitators: Tara Borden, Internal Wholesaler

Cindi Laing, Internal Wholesaler

Andrew Wingender, Internal Wholesaler

Mark Oliver, Internal Wholesaler

Savonni Trujillo, Internal Wholesaler

Jade Brill, Internal Wholesaler

Chris Frerichs, Internal Wholesaler

 

From Insight to Action: Your Reflection & Next Steps

As we close our time together, we invite you to pause, reflect, and consider what you’ve gained from this experience. We’ll come together for an open share-out to celebrate what’s resonated most and what actions you plan to take moving forward.

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

 

Wrap up and Goodbye

In this final session of Virtual Ameritas Immersion, we will wrap up and say goodbye.

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist



$125.00
2026 Trustworthy Selling

Trustworthy Selling Quick Start is designed for brand new recruits to get a fast start in the business. It is a training program that aids the development of reps so that they can settle in seamlessly. It was developed to be utilized in conjunction with your organization’s existing, proprietary initial training program. TS Quick Start provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market. LIMRA and the Hoopis Performance Network have partnered to deliver the only sales training program designed specifically for the insurance and financial services industry— built by the industry for the industry. Trustworthy Selling has been field-tested and psychologically proven to increase the likelihood to buy by 29%!

DAY 1: February 23, 2026 | 1:00 pm to 3:00 pm EST

Module 1. The Trustworthy Selling Approach: This module introduces participants to the Trustworthy Selling model and approach, designed to emphasize process, not product, by engaging consumers on their terms. It requires a keen understanding of buyer psychology and behavior in the marketplace and awareness of how trustworthy behaviors directly affect the sales process and the quality of relationships with prospects and clients.

DAY 2: March 2, 2026 | 1:00 pm to 3:00 pm EST

Module 2. Understanding Today’s Consumer: This module focuses on the latest LIMRA research and provides financial professionals with a deeper understanding of how consumers think about our industry’s products and services and the way we communicate about them. The module addresses how to establish trust and decrease the procrastination so prevalent with consumers today.

DAY 3: March 9, 2026 | 1:00 pm to 3:00 pm EST

Module 3. Understanding and Adapting Your Selling Style: This module focuses on the latest LIMRA research and provides financial professionals with a deeper understanding of how consumers think about our industry’s products and services and the way we communicate about them. The module addresses how to establish trust and decrease the procrastination so prevalent with consumers today.

DAY 4: March 16, 2026 | 1:00 pm to 3:00 pm EST

Module 4A. Business Development Strategies: In this module, participants receive strategies for identifying target markets, as well as specific techniques, tools, and resources to help them penetrate those markets.

DAY 5: March 23, 2026 | 1:00 pm to 4:00 pm EST

Module 4B. Tactical Execution and Prospecting Language: In this module, participants receive strategies and field-tested language proven to increase the quantity and quality of the referrals they receive.

DAY 6: March 30, 2026 | 1:00 pm to 4:00 pm EST

Module 5. Engagement Strategies: This module focuses on the strategies and language to effectively engage prospects on initial contact. Financial Professionals learn how to overcome consumers’ preoccupations and motivate them to engage in the sales process. The module includes telephone, face-to-face and digital engagement strategies.

DAY 7: April 6, 2026 | 1:00 pm to 3:00 pm EST

Module 6. Collaborative Discovery: Each approach incorporated language that aligned to the four facets of trust – benevolence, integrity, dependability, and competence.

DAY 8: April 13, 2026 | 1:00 pm to 3:00 pm EST

Module 7a. Gaining Commitment: In this module, participants receive best practices to help them effectively present their solutions. They also gain practical understanding of the power of “story selling,” as well as connecting the features, advantages, benefits of their products and services during the close. We focus on LIMRA’s behavioral economics research, proven to increase closing ratios by 29%. (Part 1)

DAY 9: April 20, 2026 | 1:00 pm to 3:00 pm EST

Module 7b. Gaining Commitment: In this module, participants receive best practices to help them effectively present their solutions. They also gain practical understanding of the power of “story selling,” as well as connecting the features, advantages, benefits of their products and services during the close. We focus on LIMRA’s behavioral economics research, proven to increase closing ratios by 29%. (Part 2)

DAY 10: April 27, 2026 | 1:00 pm to 3:00 pm EST

Module 9. Seller Psychology: The ninth module in the Trustworthy Selling curriculum addresses the psychology of financial professionals themselves. This includes a look at how top producers in the industry think about the business. In addition, the module addresses mental toughness and the psychology of peak performance that will help to motivate participants and increase their confidence.

DAY 11: May 4, 2026 | 1:00 pm to 4:00 pm EST

Module 10 (Part 1) Trustworthy Selling Capstone: The overall objective of this Capstone module is to summarize, evaluate, and integrate the principles and practices learned during the experience. It is designed to help you make meaningful and relevant connections between the curriculum and your daily sales behaviors, so that you can grow your personal productivity now and, in the months, to come. In essence, we learn by doing, we don’t do by learning. This module will help you make that all-important transition from learning to doing.

DAY 12: May 11, 2026 | 1:00 pm to 4:00 pm EST

Module 10 (Part 2) Trustworthy Selling Capstone: The overall objective of this Capstone module is to summarize, evaluate, and integrate the principles and practices learned during the experience. It is designed to help you make meaningful and relevant connections between the curriculum and your daily sales behaviors, so that you can grow your personal productivity now and, in the months, to come. In essence, we learn by doing, we don’t do by learning. This module will help you make that all-important transition from learning to doing.

Program Requirements

INTERSESSION WORK (HOMEWORK)

After some of the live sessions, you will have assignments to complete. Assignments include blog readings, articles, and coursework within edu.ameritas.com.

A large part of learning will come from thinking about and discussing new concepts. Please come prepared to discuss your intersession work at the following session.

ATTENDANCE POLICY

You are expected to attend all online sessions of Trustworthy Selling. Because elements of Trustworthy Selling build upon previous sessions, any absence by a participant will negatively impact your ability to achieve the learning objective.

If you anticipate not being able to attend a session for any reason, you must immediately contact the Trustworthy Selling coordinator, who will determine appropriate measures to resolve the absence. Please note that an absence from any session for any reason may result in forfeiture of your seat in the class.

What You Need to Do Before the First Class

  1. Block off on your calendar or planner the appointed dates and times for Trustworthy Selling.
  2. Read the assigned pre-work
  3. Ensure that you have access to a reliable high-speed Internet connection and a working computer.
  4. Review the course outline and begin formulating questions you’d like to ask for each session.
  5. For best audio results, use a separate telephone connection, not your computer’s audio system, to hear and speak during the school. Speakerphone is not ideal; you must use a headset with


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