Get input and feedback on your client interactions, sales processes and business goals in one-on-one training sessions, online training videos and sales templates.
In person and group
Online member portal with training videos and news articles.
Checklists and templates for Fact Finds, Risk and Needs Analyses and Statements of Client Advise.
BUSINESS PLANS AND STRATEGIES
Training materials and templates for continuing professional development.
“Networking is not about just connecting people. It’s about connecting people with people, people with ideas, and people with opportunities.”
EXCEL MASTERMIND ALLIANCE
Become part of Adelphi’s XL Mastermind group and connect with like-minded high achievers.
Never miss important developments in the insurance industry and have opportunities to discuss them with your peers.
You will have access to regular seminars on personal and professional development.