Short Takes
All Short Takes that are recorded will be posted here.
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Short Takes - Premium Decreases
August 13, 2025
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Short Takes - Uncovering Disability Need in Auto Insurance
July 30, 2025
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Short Takes - Outlook 1 Year Meeting
July 8, 2025
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Short Takes - Cancelling with Prior Carrier
July 1, 2025
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Short Takes - Life Needs Analysis Demo
June 24, 2025
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Short Takes - Note-Taking Updates
June 23, 2025
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Short Take - Drive Safe and Save
June 2, 2025
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Short Takes - Setting the 4R Appointment
May 13, 2025
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Short Takes - E-Sign Documents
May 5, 2025
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Short Takes - Asking for Reviews
April 28, 2025
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Short Takes - Asking for Referrals
April 22, 2025
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Short Takes - Uncovering Assets
April 14, 2025
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Short Takes - State Minimum
April 7, 2025
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Short Takes - Cómo ser afirmativo
March 31, 2025
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Short Takes - Staying in the Affirmative
March 31, 2025
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Short Takes - Answering the Phone
March 27, 2025
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Short Takes - Step 4: Presentation
March 18, 2025
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Short Takes - Getting to GNC
March 10, 2025
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Short Takes - In-Book Marketing- Renters, No Auto
March 3, 2025
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Short Takes - In-Book Marketing: Renters, No Life, and Age 45+
February 24, 2025
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Short Takes - Step 3: Coverage Explanation
February 17, 2025
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Short Takes - Step 2: Fact Finding
February 10, 2025
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Short Takes - Step 1: Word Tracks 1 and 2
February 3, 2025
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Short Takes - CC to Life (PART 1 - No Notes)
January 29, 2025
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Short Takes - CC to Life (PART 2 - with Notes)
January 29, 2025
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