| Title | Participants |
| Basic | Insurance Agents,Advisors of one year experince |
| MDRT | Insurance Agents,Advisors |
| MDRT Advance Level | Those who have completed our course for MDRT and aspiring to scale bigger heights in Insurance industry |
| Sixer | Development Officers,Unit managers |
| Advanced Sixer | Development Officers,Unit managers who have already attended our sixer programme and wishing to learn higher order leadership qualities |
| Super Sixer | Development Officers,Unit managers who has already attended our sixer programme and wishing to learn higher order leadership qualities and niche market penetrations |
| Genius Financial Planning Programme | Certified financial planning for Agents,Dos, |
| Value Edge | Development Officers,Unit managers who has already attended our sixer programme and would like to become global leaders in Insurance industry |
| So far conducted | |
| Soaring High | Top agents of Insurance Industry at Mumbai |
| Beyond Excellence | Top agents of Insurance Industry at Mumbai |
| Roots for greatness | Top agents of Insurance Industry at Mumbai |
| The Genius | Top agents of Insurance Industry at Mumbai |
| Crown Yourself | Top agents of Insurance Industry at Mumbai |
SIXER:
For Development Officers,Unit managers
This is a six months training module on leadership qualities specially addressing the managers of sales/marketing of life insurance products. Some of the testimonials of the participants of these sessions, express overwhelming emotional accolades apart from having imbibed perceptible changes in their style of relating to their teams and their performances. This session involves 6 half day class room training followed by practical exercises in the field, spread over six months.
MDRT PROSPECTS:
For Insurance Agents,Advisors who aspire to become MDRTs
these sessions are conducted for a period of 6 months ( at times up to 8 months or 10 months depending upon the profile of the trainee group). Objective of these sessions is to imbibe the competency (both skills and emotional capabilities) required to scale the peak of the Million Dollar Round Table which is an international recognition for the life insurance advisors. These sessions have a frequency of a month ranging from half day sessions to full day sessions in the class room followed by practical exercises in the field spread over 6 months.
MDRT ADVANCE LEVEL:
Those who have completed our course for MDRT and aspiring to scale bigger heights in Insurance industry
Core concepts of this course are: Life insurance and Financial planning, Niche markets in Life insurance, Enhancing communication skills, Building a strong brand of the self and the Power of passion.
Meant for passionate insurance professionals who aspire to be the best in the Insurance world.
BASICS
For Insurance Agents,Advisors of one year experience or less
This course is to provide some basic outlook in life insurance selling. Insurance personals who have made recent entry into the life insurance industry within one year will be benefited by this course. Two sessions will be conducted once in a month.
Most of the other sessions are tailored to suit the need of the clients and has varying syllabus to fulfill the objective of this training interventions.
GENIUS FINANCIAL PLANNING PROGRAM
Interested for coaching for Certified financial planning for Agents/advisors, development officers/unit managers and whoever are in the field of finance under the self study mode
OBJECTIVES:
PRIMARY: At the end of this course, the participants will be in a position to analyse the financial status of the prospect, identify both latent and articulated goals, and draw a suitable financial plan to aid the prospect in realizing his goals with the help of recommended financial instruments.
INCIDENTAL: Qualify the FIVE modules of CFP and gain accreditation as a certified financial planner from FPSB India.
