[WEBINAR] DI Stepping Stones: Module 8 – Policy Delivery from Ameritas
Tuesday 09/01/2026 at 10:00 am - 11:00 am CDT
During the next two months, we are changing up our DI Connect with Us sessions. We plan to run through our DI Stepping Stones training program which was designed to be used from start to finish as a primer for everything related to the DI insurance sales process or used by experienced producers as a refresher to stay on top of their game. Each week we will play one module and then have a live discussion session thereafter with the creator of the program Scott McCarthy – regional vice president for the West region.
In Module 8 you will see how to deliver the policy to your client. Policy delivery is a key step in reinforcing the understanding of what the policy is and does for your clients. When the policy is approved as applied, it is ready to plug into the plan it was created for. Don’t forget this important step.
During the next two months, we are changing up our DI Connect with Us sessions. We plan to run through our DI Stepping Stones training program which was designed to be used from start to finish as a primer for everything related to the DI insurance sales process or used by experienced producers as a refresher to stay on top of their game. Each week we will play one module and then have a live discussion session thereafter with the creator of the program Scott McCarthy – regional vice president for the West region.
In Module 8 you will see how to deliver the policy to your client. Policy delivery is a key step in reinforcing the understanding of what the policy is and does for your clients. When the policy is approved as applied, it is ready to plug into the plan it was created for. Don’t forget this important step.
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