Training designed for more confident conversations
This easy-to-use training program is built just for preneed and gives you the tools, training, and support you may want to help you sell more effectively.
Guide more confident conversations
Handle everyday situations like appointment-setting, objections, and the closing conversation.
Sell more effectively
Build skills to create a consistent, effective sales approach.
Learn on your schedule
Log in, get started in just minutes, and complete courses at your own pace.
"The Preneed Sales Academy stood out because it feels built for how modern agents actually sell and support families — practical, conversational, and easy to apply in the field." Joshua Siegel, Titan Casket
Training based on your needs
The Preneed Sales Academy offers a range of brief, practical courses designed to help you build skills – and confidence – in areas that matter most. Click the + buttons to explore which courses are available and which ones coming soon!
- Getting started with preneed sales academy
- Welcome to Global Atlantic preneed
- Step-by-step guide to submitting an eApplication
- Building a consistent prospecting routine – Coming soon!
- Confidently set preneed appointments
- The Power of Referral: Build trust and grow your network – Coming soon!
- Generating leads through the deed delivery process – Coming soon!
- Asking the right questions in preneed conversations
- Turning objections into meaningful conversations – Coming soon!
- Closing conversations that lead to decisions
- Overcoming money objections with clear options – Coming soon!
- Guiding price-shopping families with value – Coming soon!
- Delivering the consumer presentation with confidence
- Circle of protection: Plan funeral and cemetery arrangements together
- Using the planning guide to lead preneed conversations
- Aftercare: Supporting families and continuing the relationship – Coming soon!
- Cremation aftercare: Supporting families after cremation – Coming soon!
- Invite, engage, book: The group presentation system for preneed agents – Coming soon!
- Delivering the consumer presentation with confidence
- Circle of protection: Plan funeral and cemetery arrangements together
- Using the planning guide to lead preneed conversations
- Aftercare: Supporting families and continuing the relationship – Coming soon!
- Cremation aftercare: Supporting families after cremation – Coming soon!
- Invite, engage, book: The group presentation system for preneed agents – Coming soon!
Training that evolves with you
We will be adding new courses and updates to the Preneed Sales Academy periodically. Be sure to check back often.