Example: You decide that you are not going to perform any seminars during AEP, so you elect not to certify to perform them. AEP comes and goes, and you did not perform any as planned. However, next May you are talking to a client, and they mention a club which they attend and are looking for a speaker. They want you to talk about the plan you enrolled them in as they have told others how happy they are with it.
→ If you didn’t certify for seminars, you can perform an education seminar where the plan is not mentioned in detail.
→ But, if you did certify for seminars, now you can have a sales event where others that already have some interest in the plan can go ahead and enroll at the seminar.