Course curriculum

    1. [WATCH] Welcome to InvestInU Longevity Advising & Review of Course Overview

    2. [TO-DO] Download Adobe

    3. [TO-DO] Watch Introductory Webinar

    1. [READ] What We Will Be Doing Together

    2. [WATCH] What We Will Be Doing Together & InvestInU Introduction to Longevity Advisor Operational Checklist

    3. [DOWNLOAD] InvestInU Introduction to Longevity Advisor Operational Checklist

    4. [WATCH] Longevity Journal & Reflection Worksheet

    5. [DOWNLOAD] Flourishing Longevity Journal + Reflection

    6. [TO-DO] Watch - TED Talk "How to Live to be 100+"

    1. [READ] What We Will Be Doing Together

    2. [WATCH] What We Will Be Doing Together

    3. [WATCH] Building Your Future, Step by Step - Flourishing Longevity Worksheet

    4. [DOWNLOAD] Flourishing Longevity Worksheet

    5. [WATCH] How to Review Longevity Journal & Reflection and Flourishing Longevity Worksheets

    6. [DOWNLOAD] How to Review Longevity Journal & Reflection and Flourishing Longevity Worksheets

    1. [READ] What We Will Be Doing Together

    2. [WATCH] What We Will Be Doing Together

    3. [WATCH] Testimonials & Case Studies

    4. [DOWNLOAD] Longevity Testimonials and Case Studies

    5. [WATCH] Scripting for Positioning Longevity Advising to Clients

    6. [DOWNLOAD] Scripting for Positioning Longevity Advising to Clients

    1. [READ] What We Will Be Doing Together

    2. [WATCH] What We Will Be Doing Together

    3. [WATCH] Workflow for Engaging with Clients

    4. [DOWNLOAD] Workflow for Engaging with Clients

    5. [DOWNLOAD] Longevity Journal and Reflection Worksheet

    6. [DOWNLOAD] Flourishing Longevity Worksheet

    7. [WATCH] Scripts for Reviewing the Worksheets with Clients

    8. [DOWNLOAD] Scripts for Reviewing the Worksheets with Clients

    9. [DOWNLOAD] Scripts for Positioning Longevity Advising to Clients

    1. [READ] What We Will Be Doing Together

    2. [WATCH] What We Will Be Doing Together

    3. [WATCH] Driving Results - Weekly Questions

    4. [DOWNLOAD] Driving Results - Weekly Questions

    5. [WATCH] Instructions for InvestInU Longevity Growth Scores

    6. [DOWNLOAD] Instructions for InvestInU Longevity Growth Scores

    7. [DOWNLOAD] InvestInU Longevity Growth Scores Excel

About this course

  • Free
  • 43 lessons
  • 1.5 hours of video content

Discover your potential, starting today