Course curriculum

  • 1
    Introduction
    • Introduction - Don't Skip It!
    • Navigation Tips - Skipping Ahead and Forums
    • Ice Breaker Survey (About Me)
    • Optional - Download first two sections.
    • Workbook - Pregame Section (Optional Download)
    • Workbook - Chapter 1 (Optional Download)
  • 2
    Pregame
    • Pregame Video Lesson
    • Pregame Quiz
    • Pregame Survey
  • 3
    Chapter 1 - The Goal- Life, Not Numbers
    • Chapter 1 Video Lesson
    • Dream Planner (6 Fs)
    • Chapter 1 Quiz
    • Chapter 1 Survey
  • 4
    Chapter 2 - Defining the Enemy, The Dream Killers
    • Dream Killer Risk Quadrant (DKRQ)
    • Chapter 2 Video Lesson
    • Test your learning
    • Chapter 2 Survey
  • 5
    Chapter 3 - Wax On, Wax Off
    • Chapter 3 Video Lesson
    • Chapter 3 Quiz
    • Chapter 3 Survey
  • 6
    Chapter 4 - The Financial Pocketknife
    • The Financial Pocketknife Illustration
    • Chapter 4 Video Lesson
    • Chapter 4 Quiz
    • Chapter 4 Survey
  • 7
    Chapter 5 - Q1, Protect this House!
    • Chapter 5 Video Lesson
    • Chapter 5 Quiz
    • Chapter 5 Survey
  • 8
    Chapter 6 - Q2, Offense AND Defense
    • Chapter 6 Video
    • Chapter 6 Quiz
    • Chapter 6 Survey
  • 9
    Ch 7 - QIII, The Serenity Prayer / Ch 8 - QIV, It's Personal
    • Chapters 7 and 8 Video Lesson
    • Chapters 7 and 8 Quiz
    • Chapters 7 and 8 Survey
  • 10
    Ch 9 - Checklist Checkmate! / Ch 10 - The Naysayers
    • Chapters 9 and 10 Video Lesson
    • Chapters 9 and 10 Quiz
    • Chapters 9 and 10 Survey
  • 11
    Chapter 11 - 401(k) Trojan Horse / Chapter 11.5 - The Secret Chapter
    • Chapters 11 and 11.5 Video Lesson
    • Chapters 11 and 11.5 Quiz
    • Chapters 11 and 11.5 Survey
  • 12
    Chapter 12 - Putting It All Together
    • Chapter 12 Video Lesson
    • Chapter 12 Quiz
    • Chapter 12 Survey
  • 13
    Chapter 13 - The Big Secret!
    • Chapter 13 Video Lesson
    • Chapter 13 Quiz
    • Chapter 13 Survey
  • 14
    Optional Training - How to Market and Sell IUL!
  • 15
    Conclusion - Outro
    • Conclusion Video
    • Final Exam