The PALS Training Program™
The only training program created exclusively for aspiring after loss professionals
Who is the PALS Training Program™ for?
We’re entrepreneurs of different backgrounds, circumstances and experiences who have innovated the after loss services profession and have built successful businesses that help clients all over the U.S.
Although we’ve designed this training program to benefit aspiring after loss professionals regardless of education or experience, we’ve received particular interest from the following:
Current business owners or affiliated professionals who want to offer after loss services to their clients
Senior Move Managers
As well as anyone else interested in joining the after loss industry.
What is the PALS Training Program™?
The PALS Training Program™ is an innovative 6-module online course for individuals who want to acquire the knowledge, best practices and skill required to become an after loss professional.
The after loss profession is a new and exciting career market that requires clarity, vision, and the ability to execute consistently on the right strategies. Without a roadmap or guidance, the process can be overwhelming.
In this course, you will receive the training and learn the standards required to become an after loss professional, fast-tracking your best practices knowledge and saving you years of expensive and inefficient trial and error while learning from industry leaders.
Why is there a need for trained after loss professionals?
The realities of today's circumstances around family dynamics, aging, geography and demands around work/life balance pose an interesting challenge:
- The world's population is aging at a faster rate than ever before and people are living longer
- We have more "stuff" (personal property and assets) than ever before
- We live further from immediate and extended family, resulting in a void of support
- We're having kids later in life, in effect creating an older sandwich generation who are busy juggling kids and careers and may be unable to help their aging parents/loved ones
PALS helps fill the gap created by the reality of estate attorneys, accountants and/or financial advisors not handling all of the to-dos that fall to the family after a loss.
There's a huge need right now for professionals who know how to guide people through the paperwork, tasks, and decisions they face after the loss of a loved one.
The PALS Training Program™ includes
- Six weeks of live and recorded instruction
- Case studies, examples and templates to help you master client engagement
- Access to recordings of all sessions for one year
- Certificate of completion (pdf)
- Digital badge for use on your website or social media (jpg)
Looking for work that has a meaningful impact on people's lives?
If you're like most people we talk to, chances are you...
We WISH we would have had this training program
And after all is said and done, you'll be unstoppable
PALS Training Program™ Overview
Module 1: Introduction
Learn about your PALS instructors, the basics of the after loss profession, and what to expect overall
Module 2: How to Do the Work
The nuts and bolts of how to do the work of an after loss professional, broken down step by step
Module 3: Probate vs. Non-Probate
What to expect when your client is going through the probate process, compared to someone who isn't, and how to adjust accordingly
Module 4: Systems &
The tools, systems, and processes you need to have in place to support your after loss services work
Module 5: Acquiring After Loss Clients
The ins and outs of marketing, networking, handling leads and potential client red flags. Includes sample marketing materials!
Module 6: Pulling it All Together
Case studies, what to expect once you launch, plus ongoing support and resources for the future
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