Training designed for more confident conversations
This easy-to-use training program is built just for preneed and gives you the tools, training, and support you may want to help you sell more effectively.
"The Preneed Sales Academy stood out because it feels built for how modern agents actually sell and support families — practical, conversational, and easy to apply in the field." Joshua Siegel, Titan Casket
Training based on your needs
The Preneed Sales Academy offers a range of brief, practical courses designed to help you build skills – and confidence – in areas that matter most. Click the + buttons to explore which courses are available and which ones coming soon!
Build a strong foundation for your success
- Getting started with preneed sales academy
- Welcome to Global Atlantic preneed
- Step-by-step guide to submitting an eApplication
Keep your appointment calendar full
- Building a consistent prospecting routine – Coming soon!
- Confidently set preneed appointments
- The Power of Referral: Build trust and grow your network – Coming soon!
- Generating leads through the deed delivery process – Coming soon!
Feel confident in every conversation
- Asking the right questions in preneed conversations
- Turning objections into meaningful conversations – Coming soon!
- Closing conversations that lead to decisions
- Overcoming money objections with clear options – Coming soon!
- Guiding price-shopping families with value – Coming soon!
Lead more effective appointments
- Delivering the consumer presentation with confidence
- Circle of protection: Plan funeral and cemetery arrangements together
- Using the planning guide to lead preneed conversations
- Aftercare: Supporting families and continuing the relationship – Coming soon!
- Cremation aftercare: Supporting families after cremation – Coming soon!
- Invite, engage, book: The group presentation system for preneed agents – Coming soon!
Increase your sales and grow your income
- Optimizing your preneed business mix– Coming soon!
- Cremation conversations that build value– Coming soon!
- Honor their service: Veteran outreach and benefits planning– Coming soon!
- Turn price increase into appointments: A strategic outreach plan
- Managing sales activity for better results
Training that evolves with you
We will be adding new courses and updates to the Preneed Sales Academy periodically. Be sure to check back often.
Request training
Robust training for sales success
Our training tracks can help you learn new capabilities or sharpen existing skills.
Working with Global Atlantic
Get set up and start selling with us.
Topics that work for you
- Acquiring the insurance license
- Product training
- Processes & procedure training
- Portal usage and digital resources
- Working with your support team
Honing your sales skills
Deepen your connections, focus on the right activities and achieve better results.
Topics that work for you
- Asking questions
- Appointment setting
- Handling concerns
- Closing the sale
- Managing to activity
Building your preneed program
Explore outreach opportunities to fill your sales pipeline.
Topics that work for you
- Prospecting
- Aftercare
- Seminars
- Recommendations
- Price increase
- Deed delivery
- Direct mail
- Social media
Meeting with your families
Sharpen and expand your presentation skills.
Topics that work for you
- Planning Guide presentation
- Circle of Protection presentation
- Firm presentation
Elevating your preneed game
Add value for families and your business.
Topics that work for you
- Selling insurance vs Trust
- Improving your mix of business
- Expanding your book of business
- How to handle shoppers
- Selling cremation
- Marketing to veterans
Ready. Set. Lead
Our three management sales tracks help you effectively manage your staff and your business to maximize results.
Management Skills
Find, coach and retain your sales team.
Topics that work for you
- Recruiting and interviewing
- Agent onboarding
- Managing activity to results
- Sales meetings
- Coaching
- Making the tough decisions
- Portal usage and resources
Manager development
Hone your skills to lead effectively.
Topics that work for you
- Leadership
- Strategic thinking
- Problem solving
- Change management
Building your overall business
Analyze your current state and plan for action.
Topics that work for you
- Business Analysis
- SWOT Analysis
- GAP Analysis
- Action Planning
- Quarterly Updates
- Discussion Groups