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Advanced Training

by Christopher Mccormack | Nov 10, 2025

Course Content

Chapter 1: Building a CRM
Chapter 2: Thank You Cards
Chapter 3: Bundling Technique
Chapter 4: Two Policy Sale
Chapter 5: Increase Letters
Chapter 6: 1035 to SPWL
Chapter 7: Blitzes
Chapter 8: Policy Review
© 2026 The Equita Group

Email

efesnation@efesonline.com

Phone

866-490-9255

Location

1651 N Collins Blvd. Suite 170, Richardson TX 75080

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Email

agentsupport@theequitagroup.com

Phone

800-765-0711

Location

1651 N Collins Blvd. Suite 170, Richardson TX 75080

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© 2026 The Equita Group