Policy Summary | melvin choy's School

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Level up Program

Module 1

Course Overview
Enneagram Personality Profiling Test
10 Reasons Why
Breakthelimits Kickoff Video
Vision Board
Passion Pitch (1:54)
MDRT Framework (3:49)
Timeline and Income Structure
OAL 300 and 10 Candidates
Set up your Google Calendar
Norman Levine Tape 1
Role Play Passion Pitch

Module 2

Opinion Survey (36:13)
Understanding Wealth (71:33)
Role Play Opinion Survey
Introduction to 21 Box and 20 Points
Role Play Active/Passive
Book M9 Paper
Norman Levine Tape 2 and 3
Pillow Method + Investing Goal Setting Framework (76:38)
Cash Flow (6:36)
Role Play for Wealth
Book M9A

Module 3

Risk Management
Understanding Risk
FPM/WL/Term/ILP
Role Play FPM/WL/Term/ILP
5 First Consultations
HI Paper
Policy Summary
Norman Levine Tape 4
Do Up Family Policy Summary
Another 5 First Consultations
APA Proposal
RES 5
Role Play APA Closing
Objection Handling for APA
Another 5 First Consultations
Closing Techniques

Module 4

Case Study
5 Proposal Done
Check with Melvin pipeline
Norman Levine Tape 5
Complete Another 10 Consultations
Proposal for Risk
Choose EPS

Module 5

Referral System
IPOS/FHR Mapping
Retirement
Recruitment
Norman Levine Tape 6

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Policy Summary

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