Accepted file types: pdf, doc, txt, docx, Max. file size: 2 MB.

Comprehensive, award-winning training that supports your career growth.

Whether you are new to financial services or an experienced financial professional looking to accelerate your career, the award-winning Bankers Life training programs help prepare you for success.

Training in NC

Extensive, award-winning training.

Award winning training image

We invest in you. Every day we help develop confident and successful financial professionals. We offer a variety of career paths and the training to take you through each of them.

Our parent company, CNO Fianncial Group, has been recognized as a Training Apex Award winner consistently since 2012 by Training magazine as a best-in-class training and development organization.

Award winning training image

Train with us, grow with us.

To help you succeed, we offer marketing support to get you started and keep you going.
Organizational growth flowchart

Accelerate your career as a financial professional, become a leader as part of our management team or grow your product portfolio as a financial representative. We provide licensing courses and study materials free of charge, study group support, assistance with licensing expenses and an extensive curriculum to support your continued growth throughout your career.

Our structured career path and training programs provide the development options you need to take your career in every direction you choose and the flexibility to move through the different paths when it’s right for you.

Field mentoring support

Training in CA

After completing your self-directed training, you will be immersed in your new career with in-person training at your local office, where your mentor will show you first-hand how to support your clients. You will be paired with an experienced producer to shadow on client visits to help you learn how to handle real-life scenarios with the comfort of a seasoned professional by your side to handle any questions.

Training in CA

Leading technology where you need it.

Technology in MI

Use the laptop or tablet you are most comfortable with, and we provide you with industry-leading technology, marketing tools and support to drive your business from anywhere you work.

  • Customer Relationship Management system
  • Virtual conferencing tools
  • Quoting software
  • Electronic fact-finding and application tools
  • Digital marketing and ecommerce platforms
  • Presentation materials and product brochures
  • Sales portal and reports to keep you on top of your business and have quick access to all your tools and resources.
Technology in MI

Bringing the market to you.

We power you up to get you started and keep you going.

Leads

Leads

We invest millions each year in leads and put new contacts at your fingertips each month.

Personal Business Webpage

Personal Business Webpage

Your professional page provides an enhanced digital presence and serves as a lead generation tool, offering customizable content to include in your professional background and customer-provided reviews.

Personal Business Digital Listing

Personal Business Digital Listing

Online listings that are automated to provide your contact information across 70+ online publishers.

Prospecting Resources

Prospecting Resources

Customizable marketing collateral to download on-demand or bulk print, including direct mail, postcards and print ads to use with prospects or clients.

Email Nurturing

Email Nurturing

60+ email templates are available on varying topics, including retirement planning, product education and newsletters.

Social Media

Social Media

Professionally designed posts curated to engage clients across Facebook, LinkedIn and Instagram.

For appropriately securities registered and trained financial representatives and investment advisors, we offer industry-leading technology platforms, including:

BLINC

Customized retirement income planning software powered by RetireUp.

NetX360

Pershing’s single point of access to manage your business and support your clients.

Envestnet

Powerful wealth management tools to support our advisors.

RightBridge

Integrated compliance tools to keep your business moving forward.
Our investment platform has a wide selection of nationally recognized mutual funds, ETFs and advisory strategy options.

Are you ready to experience the Bankers Life?