JC Trainings

Launch Your Successful Financial Planner Career with JC&Company Group JC&Company Group offers comprehensive training for aspiring Financial Planners. Our course covers everything from fundamental concepts to the essential skills needed to thrive in the field. Gain the expertise and confidence to excel in your financial planning career.

Course Structure

I. Basic Course

  1. History and Evolution of Life Insurance

  2. Types of Life Insurance

  3. How Indexed Universal Life (IUL) Works & Why It’s Often Preferable

  4. Key Advantage of Life Insurance vs. Other Financial Tools

  5. History & Purpose of Annuities; the 4% Rule vs. Annuity Income Strategies

  6. Types of Annuities

  7. Key Advantage of Annuities over Other Retirement Income Products

II. Advanced Course (Coming Soon)

  1. Foreign National & FATCA CRS

  2. Product Design & Basic Product Comparison

  3. Q&A / Common Objections

  4. 8 Ways to Sell

  5. How to Get Started & Prospect List

  6. 5 Step Closing & Client Presentation

  7. Globalink, VUL, Mutual Funds

  8. Advanced Underwriting

  9. Seminar Selling

  10. Business Insurance

  11. Potential Risk for Premium Finance

  12. Individual Tax

  13. Corporate Tax

  14. Estate Planning & Donor Advised Fund

  15. Family Office & Wealth Management

  16. Private Lending

  17. Pension Plans

  18. Kickoff & Seminar Recordings

III. Sales-Focused Course (Coming Soon)

  1. What is Retirement & Financial Freedom?

  2. Why Life Insurance?

  3. Why Annuities?

  4. Why U.S. Insurance? (Targeting Foreign Nationals, including Koreans)

  5. Addressing Arguments for Index Investing & Term Insurance

  6. Addressing Arguments for Real Estate Investment

  7. Securing a Family Safety Net (Term Life)

  8. Case Study

  9. Carrier and Illustration

  10. Process by Insurance Company

  11. Carrier and Illustration

  12. Administration

  13. Process for Case Management

Start Your Journey With Us

Embark on your business path with JC&Company Group for expert financial guidance. Whether initiating a venture or seeking advice, we provide tailored insights and strategies for your success.