Short Takes

All Short Takes that are recorded will be posted here.

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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