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BASIC COURSE FOR LIC INSURANCE AGENTS – From Beginner to Professional Advisor

Build a strong foundation with practical training in Prospecting, Products, Pitching, Calculations, Underwriting, Digital Applications, SPIN Selling, Club Membership & Objection Handling. Learn the basics, build confidence, and develop the essential skills to grow as a professional insurance advisor. Prospecting से लेकर Products, Pitching, Calculation, Underwriting, Digital Applications, SPIN Selling, Club Membership और Objection Handling तक सभी जरूरी skills practical तरीके से सीखें। अपनी नींव मजबूत करें, confidence बढ़ाएँ और एक Professional Insurance Advisor के रूप में अपने career को आगे बढ़ाएँ।

Course Instructor: Bhavna Pritwani

₹4999.00 ₹9999.00 50% OFF

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Course Overview

Schedule of Classes

Course Curriculum

9 Subjects

LIC PRODUCTS TRAINING

154 Learning Materials

PLAN TERMINOLOAGY

PLAN TERMINOLOGY DAY 1

Video
01:33:10

PLAN TERMINOLOGY DAY-2

Video
01:20:57

LIC PRODUCT CLASSIFICATION

Video
00:10:33

ENDWOWMENT01 714 LIC'S NEW ENDOWMENT PLAN

714 NEW ENDOWMENT PLAN EXPLAINATION

Video
00:55:30

714 PLAN CALCULATION

Video
00:07:32

714 PLAN LIC BROCHURE

PDF

714 PLAN ILLUSTRATION

PDF

714 RETIRE & ENJOY

PDF

YOUTH PROTECTION PLAN

Image

714 ONE PAGER

Image

ENDWOWMENT02 715 LIC'S NEW JEEVAN ANAND PLAN

JEEVAN ANAND PLAN EXPLAINATION

Video
01:00:57

715 LIC BROCHURE

PDF

715 ONE PAGER

Image

ENDWOWMENT03 717 LIC'S SINGLE PREMIUM ENDOWMENT PLAN

SINGLE PREMIUM ENDOWMENT PLAN EXPLAINATION

Video
00:55:11

717 LIC BROCHURE

PDF

717 ONE PAGER

Image

717 PLAN SERIES COMBO ENG

Image

717 PLAN SERIES COMBO HINDI

Image

717 SERIES COMBINATION KEY

PDF

ENDOWMENT04 733 LIC'S JEEVAN LAKSHYA PLAN

JEEVAN LAKSHYA PLAN EXPLAINATION

Video
01:02:23

733 LIC BROCHURE

PDF

733 ONE PAGER

Image

SHIKSHA KI SURAKSHA E1

Image

SHIKSHA KI SURAKSHA CALCULATION PDF

PDF

SHIKSHA KI SURAKSHA E2

Image

SHIKSHA KI SURAKSHA HINDI

Image

ENDOWMENT05 736 LIC'S JEEVAN LABH PLAN

JEEVAN LABH PLAN EXPLAINATION

Video
00:40:10

736 LIC BROCHURE

PDF

JEEVAN LABH ONE PAGER

Image

LABH 16

Image

LABH 21

Image

LABH 25

Image

LABH HI LABH ENG BROCHURE

Image

LABH HI LABH HINDI BROCHURE

Image

LABH HI LABH CALCULATION PDF

PDF

ENDOWMENT06 890 NEW BIMA JYOTI PLAN

890 NEW BIMA JYOTI PLAN EXPLAINATION

Video
00:42:04

890 NEW BIMA JYOTI LIC BROCHURE

PDF

ENDOWMENT07 881 LIC'S BIMA LAKSHMI PLAN

BIMA LAKSHMI

Video
00:50:57

BIMA LAKSHMI LIC BROCHURE

PDF

BIMA LAKSHMI ONE PAGER

Image

BIMA LAKSHMI OPTION A

PDF

BIMA LAKSHMI OPTION B

PDF

BIMA LAKSHMI OPTION C

PDF

BIMA LAKSHMI PLAN ADDENDUM

PDF

ENDOWMENT08 912 NAVJEEVAN SHREE REGULAR PREMIUM

NAV JEEVAN SHREE PLAN EXPLAINATION

Video
00:49:42

NAVJEEVAN SHREE LIC BROCHURE

PDF

NAV JEEVAN SHREE ADDENDUM

PDF

NAVJEEVAN SHREE ONE PAGER

Image

ENDOWMENT09&10 888&889 LIC'S JEEVAN SATHI SP & RP

JEEVAN SATHI 888 & 889 PLAN EXPLAINATION

Video
00:36:09

JEEVAN SATHI SP LIC BROCHURE

PDF

JEEVAN SATHI RP LIC BROCHURE

PDF

JEEVAN SATHI 888 ONE PAGER

Image

JEEVAN SATHI 889 ONE PAGER

Image

WHOLELIFE01 745 LIC'S JEEVAN UMANG

JEEVAN UMANG PLAN EXPLAINATION

Video
01:58:10

JEEVAN UMANG LIC BROCHURE

PDF

JEEVAN UMANG ONE PAGER

Image

JEEVAN UMANG BONUS RATES 2025

Image

WHOLELIFE02 771 LIC'S JEEVAN UTSAV LIMITED PREMIUM

JEEVAN UTSAV PLAN EXPLAINATION

Video
01:42:15

JEEVAN UTSAV 771 LIC BROCHURE

PDF

JEEVAN UTSAV 771 ONE PAGER

Image

WHOLELIFE03 883 LIC'S JEEVAN UTSAV SINGLE PREMIUM

SINGLE PREMIUM JEEVAN UTSAV PLAN EXPLAINATION

Video
01:21:45

SINGLE PREMIUM JEEVAN UTSAV LIC BROCHURE

PDF

883 JEEVAN UTSAV SP ONE PAGER

Image

STEP UP INCOME BY 883

PDF

883 FOR 1 YEAR

PDF

ULIP01 749 LIC'S NIVESH PLUS

NIVESH PLUS PLAN EXPLAINATION

Video
01:13:09

NIVESH PLUS LIC BROCHURE

PDF

NIVESH PLUS ONE PAGER

Image

NIVESH PLUS PROPOSAL FORM

PDF

ULIP02 752 LIC'S SIIP

SIIP PLAN EXPLAINATION

Video
01:22:31

SIIP LIC BROCHURE

PDF

SIIP ONE PAGER

Image

SIIP PROPOSAL FORM

PDF

ULIP03 873 LIC'S INDEX PLUS

INDEX PLUS PLAN EXPLAINATION

Video
01:11:19

INDEX PLUS LIC BROCHURE

PDF

INDEX PLUS ONE PAGER

Image

INDEX PLUS PROPOSAL FORM

PDF

ULIP04 886 LIC'S PROTECTION PLUS

PROTECTION PLUS EXPLAINATION

Video
00:48:33

PROTECTION PLUS LIC BROCHURE

PDF

PROTECTION PLUS ONE PAGER

Image

PROPOSAL FORM

PDF

ULIP05 867 LIC'S PENSION PLUS

PENSION PLUS EXPLAINATION

Video
00:44:45

PENSION PLUS LIC BROCHURE

PDF

PENSION PLUS ONE PAGER

Image

PENSION PLUS PROPOSAL FORM

PDF

MB01 720 LIC'S 20 YEARS MONEYBACK PLAN

720 20 YEARS MONEYBACK PLAN EXPLAINATION

Video
00:31:53

720 20YEARS MONEYBACK LIC BROCHURE

PDF

720 ONE PAGER

Image

MB02 721 LIC'S 25 YEARS MONEYBACK PLAN

721 25 YEARS MONEYBACK PLAN EXPLAINATION

Video
00:38:01

721 25 YEARS MONEYBACK PLAN LIC BROCHURE

PDF

721 25 YEARS MONEYBACK ONE PAGER

Image

MB03 LIC'S NEW CHILDREN MONEYBACK PLAN

732 NEW CHILDREN MONEYBACK PLAN EXPLAINATION

Video
00:34:43

732 NEW CHILDREN MONEYBACK PLAN LIC BROCHURE

PDF

732 NEW CHILDREN MONEYBACK PLAN ONE PAGER

Image

MB04 734 LIC'S JEEVAN TARUN

734 JEEVAN TARUN PLAN EXPLAINATION

Video
00:49:18

734 JEEVAN TARUN LIC BROCHURE

PDF

734 JEEVAN TARUN ONE PAGER

Image

MB05 LIC'S BIMA SHREE

748 BIMA SHREE PLAN EXPLAINATION

Video
00:24:57

748 BIMA SHREE LIC BROCHURE

PDF

748 BIMA SHREE ONE PAGER

Image

TERM01 859 LIC'S SARAL JEEVAN BIMA

859 SARAL JEEVAN BIMA PLAN EXPLAINATION

Video
00:20:57

859 SARAL JEEVAB BIMA LIC BROCHURE

PDF

859 SARAL JEEVAN BIMA ONE PAGER

Image

859 SAMPLE CALCULATION PDF

PDF

TERM02 875 LIC'S YUVA TERM

875 YUVA TERM LIC'S BROCHURE

Video
00:48:54

875 YUVA TERM LIC BROCHURE

PDF

875 YUVA TERM ENGLISH ONE PAGER

Image

875 YUVA TERM HINDI ONE PAGER

Image

875 YUVA TERM ADDENDUM

PDF

TERM03 877 LIC'S YUVA CREDITLIFE TERM PLAN

877 YUVA CREDITLIFE PLAN EXPLAINATION

Video
00:37:00

877 YUVA CREDITLIFE LIC BROCHURE

PDF

877 YUVA CREDITLIFE ONE PAGER

Image

MEDICAL REQUIREMENTS FOR 875/877

PDF

TERM04 887 LIC'S BIMA KAVACH 2CR MINIMUM

887 BIMA KAVACH PLAN EXPLAINATION

Video
00:57:27

887 BIMA KAVACH LIC BROCHURE

PDF

887 BIMA KAVACH ONE PAGER HINDI

Image

887 BIMA KAVACH ONE PAGER ENGLISH

Image

BIMA KAVACH ROP

PDF

TERM05 955 LIC'S JEEVAN AMAR

955 JEEVAN AMAR PLAN EXPLAINATION

Video
00:38:06

955 JEVAN AMAR LIC BROCHURE

PDF

955 JEEVAN AMAR ONE PAGER ENGLISHI

Image

955 JEEVAN AMAR ONE PAGER HINDI

Image

JEEVAN AMAR ROP

PDF

TERM PLAN ADDENDUM

PDF

PENSION01 857 LIC'S JEEVAN AKSHAY

857 JEEVAN AKSHAY PLAN EXPLAINATION

Video
01:21:11

857 JEEVAN AKSHAY LIC BROCHURE

PDF

857 JEEVAN AKSHAY ONE PAGER

Image

JEEVAN AKSHAY VS PROPERTY

Image

857 JEEVAN AKSHAY MARKETING POSTER

Image

FORM 440 JEEVAN ASKHAY PROPOSAL FORM

PDF

PENSION02 758 LIC'S NEW JEEVAN SHANTI

758 JEEVAN SHANTI PLAN EXPLAINATION

Video
00:34:41

758 JEEVAN SHANTI LIC BROCHURE

PDF

758 JEEVAN SHANTI ONE PAGER

Image

758 JEEVAN SHANTI MARKETING POSTER

Image

758 JEEVAN SHANTI DEFFERED ANNUITY POSTER

Image

FORM 440 JEEVAN ASKHAY PROPOSAL FORM

PDF

PENSION3 879 LIC'S SMART PENSION

879 SMART PENSION PLAN EXPLAINATION

Video
00:44:18

879 SMART PENSION LIC BROCHURE

PDF

879 SMART PENSION ONE PAGER

Image

FORM 444 SMART PENSION PROPOSAL FORM

PDF

FORM 444 SMART PENSION PROPOSAL FORM

PDF

PENSION04 LIC'S SARAL PENSION

862 LIC'S SARAL PENSION YOJANA

Video
00:10:39

862 LIC'S SARAL PENSION BROCHURE

PDF

862 SARAL PENSION ONE PAGER

Image

FORM 442 SARAL PENSION PROPOSAL FORM

PDF

MICRO01 751 LIC'S MICRO BACHAT

751 MICRO BACHAT

Video
00:14:45

751 MICRO BACHAT LIC BROCHURE

PDF

751 MICRO BACHAT ONE BACHAT ENG

Image

751 MICRO BACHAT ONE BACHAT HINDI

Image

FORM 505 FOR MICRO INSURANCE

PDF

MICRO02 880 LIC'S MICRO BACHAT

880 JAN SURAKSHA PLAN EXPLAINATION

Video
00:11:34

880 JAN SURAKSHA LIC BROCHURE

PDF

880 JAN SURAKSHA ONE PAGER ENGLISH

Image

880 JAN SURAKSHA ONE PAGER HINDI

Image

Basic Course for Insurance Advisors – From Beginner to Professional Advisor

2 Learning Materials

INTRODUCTION TO INSURANCE INDUSTRY

INSURANCE INDUSTRY & LIC

Video
00:37:05

ROLE OF ADVISOR

Video
01:45:05

Underwriting Masterclass – From Proposal to Policy Approval

10 Learning Materials

UNDERWRITING MASTERCLASS DAY-1

BASICS OF UNDERWRITING 17JUL2026

Video
00:11:45

NON MEDICAL SCHEMES

Video
01:05:14

FEMALE UNDERWRITING RULES

Video
00:09:14

MINOR & MAJOR UNDERWRITING REQUIREMENTS

Video
00:05:30

UNDERWRITING MASTERCLASS DAY-2

FINANCIAL UNDERWRITING

Video
00:23:08

BUSINESS UNDERWRITING

Video
00:15:43

UNDERWRITING CASE STUDY

Video
00:32:09

UNDEWRITING E-BOOK & CHARTS

UNDERWRITING 1 PAGER

Image

HANDBOOK OF UNDERWRITING

PDF

CASE STUDIES PDF

PDF

LIC OFFICIAL APPLICATIONS & NAV ANANDA

17 Learning Materials

LIC DIGITAL APP FOR CUSTOMER

LIC DIGITAL APP TRAINING JUNE26

Video
01:53:03

LIC DIGITAL APP TRAINING Q&A

Video
00:29:21

LIC CUSTOMER PORTAL & DIGITAL APP LINK

MY LIC APPLICATION TRAINING

MY LIC APP JUN26 TRAINING

Video
00:53:14

MY LIC APP DOWNLOAD LINK

SUPERSALES SAATHI

SUPERSALES SAATHI JUN2026

Video
01:59:24

SUPERSALES SAATHI APP DOWNLOAD LINK

NAV-ANANDA DIGITAL PROPOSAL REGISTRATION

MINOR PROPOSAL REGISTRATION

Video
00:22:52

INTRODUCTION TO NAV-ANANDA PORTAL

Video
00:22:52

MINOR PROPOSAL REGISTRATION WITH 1 MONTH E-NACH

Video
01:09:31

TERM PLAN REGISTRATION THROUGH NAV-ANANDA

Video
01:17:11

HOW TO DOWNLOAD, MERGE & UPLOAD ITR

Video
00:17:44

HOW TO REGISTER E-NACH

External Link

EDITABLE ANANDA DATA SHEET

DOC

ANANDA AND E-NACH LINKS

JEEVAN SAKSHYA

JEEVAN SAKSHYA CERTIFICATE CREATION

Video
00:05:54

ALL APPLICATION LINKS

ALL APPLICATION LINKS

PROSPECT TO POLICY

4 Learning Materials

PROSPECTING & APPROACHING

PROSPECTING IDEAS RECORDING

Video
01:54:35

PROSPECTING IDEA PDF

PDF

APPROACH SKILLS

Video
01:04:40

21 APPROACHING IDEAS

Video
00:37:53

CLUUB MEMEBERSHIP BASICS FOR QUALIFICATION

6 Learning Materials

CLUB MEMBERSHIP TERMS FOR BM,DM,ZM&CM

ELEGIBILITY CRIETERIA FOR BM,DM,ZM&CM CLUBS

Video
01:28:48

BENEFITS OF BM,DM,ZM& CM CLUBS

Video
00:34:26

ALL CLUB BENEFITS ONE PAGER

Image

CONVENTIONAL CLUBS ONE PAGER

Image

GALAXY, CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

GALAXY,CORPORATE & ELITE CLUB CRIETERIA & BENEFITS

Video
01:12:07

GALAXY CLUB & CORPORATE CLUB ONE PAGER

Image

CUSTOMER SERVICING

3 Learning Materials

ONLINE & OFFLINE REQUIREMENTS FOR CUSTOMER SERVICING

SERVICING CLASS MAY2026

Video
01:52:58

ALL SERVICES REQUIREMENTS

Image

DEATH CLAIM REQUREMENTS

Image

SPIN SELLING & LEAD GENERATION SYSTEM

2 Learning Materials

SPIN SELLING

SPIN SELLING WITH ROLE PLAY

Video
00:42:17

LEAD GENERATION & MANAGEMENT

LEAD GENERATION STRATEGY

Video
00:28:57

LIC OFFICIAL APPLICATIONS & NAV ANANDA AUGUST TRAINING

18 Learning Materials

INTRODUCTION TO COURSE

INTRODUCTION TO COURSE VIDEO

Video
00:03:37

DAY-1 LIC CUSTOMER PORTAL & DIGITAL APP

LIC CUSTOMER PORTAL ON LAPTOP

Video
00:15:47

LIC DIGITAL APP TRAINING BY MOBILE AUG26

Video
00:48:43

Q&A FOR LIC DIGITAL APP

Video
00:11:54

LIC CUSTOMER PORTAL & DIGITAL APP LINK

DAY-2 MYLIC APPLICATION

MYLIC APP TRAINING AUG26

Video
00:58:11

Q&A FOR MYLIC APP

Video
00:28:55

MY LIC APP DOWNLOAD LINK

DAY-3 SUPER SALES SATHI

SUPERSALES SATHI 26AUG26

Video
01:29:53

Q&A SUPER SALES SATHI

Video
00:15:55

DAY-4 & 5 NAV ANANDA, DOCUMENTATION & ITR

DOCUMENTATION PREPARATION FOR NAV-ANANDA

Video
00:15:40

INTRODUCTION TO NAV-ANANDA PORTAL

Video
00:25:43

MULTI-PROPOSAL REGISTRATION THROUGH NAV-ANANDA

Video
00:55:55

ANANDA AND E-NACH LINKS

HOW TO REGISTER E-NACH

External Link

EDITABLE ANANDA DATA SHEET

DOC

MINOR MULTI PROPOSAL REGISTRATION THROUGH ANANDA

Video
01:10:46

NEW ANANDA DATA SHEET

DOC

Course Instructor

tutor image

Bhavna Pritwani

55 Courses   •   259 Students

About Bhavna Pritwani

Empowering Advisors. Transforming Lives.

Bhavna Pritwani is a renowned Financial Advisor, Business Coach, and AI-driven Advisor Growth Mentor with 13+ years of experience in financial advisory and 5+ years of coaching professionals. She is the Founder & CEO of Rising Advisor's Academy and has dedicated her career to helping financial advisors, insurance professionals, and wealth consultants build profitable, future-ready businesses.

Having personally guided 500+ families toward financial security and trained 5,000+ advisors across India, Bhavna believes that today's advisors must evolve beyond selling products—they must become trusted Financial Doctors who provide complete financial solutions.

Through her flagship programs, including Financial Doctor Pro Elite, she combines practical financial planning with modern technologies such as Artificial Intelligence, ChatGPT, automation, digital branding, and social media marketing. Her training focuses on helping advisors generate quality leads, increase client trust, improve productivity, and build sustainable long-term income.

Her mission is simple:

To transform every financial advisor into a respected, technology-enabled, client-centric Financial Doctor who creates wealth, protects families, and leaves a lasting legacy.

Bhavna is known for her practical teaching style, real-life case studies, ready-to-use business systems, and step-by-step implementation strategies that produce measurable business growth.

Whether you are a new advisor looking to build your career or an experienced professional aiming for MDRT, COT, TOT, or business expansion, Bhavna's mentorship provides the roadmap to achieve extraordinary results.


Professional Highlights

  • 13+ Years of Financial Advisory Experience

  • 5+ Years of Professional Coaching Experience

  • Founder & CEO – Rising Advisor's Academy

  • 5,000+ Advisors Trained

  • 500+ Families Financially Guided

  • Expert in Financial Planning & Insurance Solutions

  • AI & Digital Marketing Mentor for Advisors

  • Trainer in ChatGPT, Automation & Business Growth Systems

  • Creator of the Financial Doctor Pro Elite Program

  • Passionate about Building India's Next Generation of Financial Advisors


My Mission

"To empower 1 lakh financial advisors with knowledge, technology, and ethical advisory practices, enabling them to build wealth for their clients while creating financial freedom for themselves."


My Vision

To build India's most trusted Financial Advisor Training Academy by combining financial expertise, AI technology, and business growth systems that help advisors become leaders in the financial services industry.


Personal Brand Tagline

"Building Wealth. Creating Legacy. Empowering Financial Advisors with AI."