Training

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Rookies Training Program

Welcome + Culture + The Financial Planning Mindset
Client Psychology: Why People Buy (or Don’t Buy) Insurance
Building Your Market: The 30-50-100 System
Prospecting Practice Day 1: Your First 5 Calls
Discovery Conversations: Asking Questions That Matter
Handling “No” + Activity Tracking
Critical Illness Insurance Foundation
CI Products Deep Dive: PruActive Term, PAPT, Riders
CI Storytelling: How to Explain CI Without Boring People
CI Role-Play Intensive Day 1
CI Role-Play Intensive Day 2 + Objection Mastery
Singapore Healthcare System 101
Hospital Insurance Deep Dive: PruShield Plans
Integrated Planning (CI + Hospital Together)
Hospital Insurance Role-Play Intensive
Disability & Long-Term Care: CareShield, ElderShield
CPF Essentials Every Agent Must Know
Investment Basics + ILP Awareness
Retirement Planning Basics + SRS
Tax Planning Awareness (Not Mastery)
Compliance & Professional Standards
Estate Planning Awareness: Wills, LPA, CPF Nomination
Business Owner Insurance Awareness
Full Client Scenario Practice Day 1
Full Client Scenario Practice Day 2
Capstone Preparation Day
CAPSTONE PRESENTATION TO PANEL
The 60-Second Test + GRADUATION

Rookies Training Schedule