Internal Training Library

Master every carrier system. Sell with confidence.

Step-by-step video training on Beneva life insurance (Term, UL Adult, UL Kids), iA Financial registered accounts and insurance products, Super Visa coverage, Experior back office, and DocuSign workflows. Built by Makele Financials for Makele Financials advisors.

How to use this portal
  • Watch the modules in order, starting with Module 1.
  • Each module is 10–15 minutes. Take notes as you go.
  • Practice each workflow on the carrier portal before moving on.
  • Mark a module complete only after you've practiced it.
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Start with Module 1 to begin your training.
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What you'll learn

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