Sep 23, 2026 · 42 min · 10 segments
Shoot Us A Message! How to help new insurance producers pass the licensing exam on their first attempt and reduce onboarding drop-off. Melissa, the…
Melissa D. HallGuest
Jason FeltmanHost
Craig PretzingerHost
Like it was, and, and the one thing about it was a back then we'd have to go pretty much in person.

So to have that community element, because that's what was cool about going in person was that you had like the group of students that you could like, you know, cry with, you know, but yeah, yeah that's this way just seems so much it makes so much more sense too because i love the whole online thing not having to you know go in person yeah

it's interesting because when i was at merrill and i had to study for my series seven it was this you know you had six months like they paid you to sit there for six months and study and the if it wasn't for the course like that course because i've seen other courses after and It no longer exists, but it was, it was formatted the way that you're talking where there was a, there was a community element.

I mean, this is 2003, you know, so the internet wasn't the internet as we know it, but, um, but they did create that, that group thing.

And it is like literally the difference, right? Because I've sat through the insurance one too, and that wasn't quite as fun as the Series 7.

And one would argue probably the Series 7 wouldn't be as interesting or as fun, but it was the instructor, right? And so it's clear just in how you delivered the your message and everything that you're passionate about it.

And that's what makes people interested, right? Like that keeps them engaged as opposed to, you know, the guy from Ferris Bueller up at the top, Bueller, Bueller, just boring.

I mean, I'm really, I'm very passionate about the opportunity that people have in insurance.

I love to take abstract concepts, make them very simple, make them very concrete for people to understand, memorize, retain.


So I was spending a lot of time just teaching things, you know, very simply breaking down these complex topics and it transfers into my teaching now.

We I mean, review after review will come in like English is not a strong language for me or, you know, I have this learning disability or I have ADD and I can't pay attention to anything.

Like it was, and, and the one thing about it was a back then we'd have to go pretty much in person.

So to have that community element, because that's what was cool about going in person was that you had like the group of students that you could like, you know, cry with, you know, but yeah, yeah that's this way just seems so much it makes so much more sense too because i love the whole online thing not having to you know go in person yeah

it's interesting because when i was at merrill and i had to study for my series seven it was this you know you had six months like they paid you to sit there for six months and study and the if it wasn't for the course like that course because i've seen other courses after and It no longer exists, but it was, it was formatted the way that you're talking where there was a, there was a community element.

I mean, this is 2003, you know, so the internet wasn't the internet as we know it, but, um, but they did create that, that group thing.

And it is like literally the difference, right? Because I've sat through the insurance one too, and that wasn't quite as fun as the Series 7.

And one would argue probably the Series 7 wouldn't be as interesting or as fun, but it was the instructor, right? And so it's clear just in how you delivered the your message and everything that you're passionate about it.

And that's what makes people interested, right? Like that keeps them engaged as opposed to, you know, the guy from Ferris Bueller up at the top, Bueller, Bueller, just boring.

I mean, I'm really, I'm very passionate about the opportunity that people have in insurance.

I love to take abstract concepts, make them very simple, make them very concrete for people to understand, memorize, retain.


So I was spending a lot of time just teaching things, you know, very simply breaking down these complex topics and it transfers into my teaching now.

We I mean, review after review will come in like English is not a strong language for me or, you know, I have this learning disability or I have ADD and I can't pay attention to anything.
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