Get Inclined Certified,
at your own pace


Six short sessions on everything your team needs to process iLOC applications with confidence.
Watch them in order, or jump straight to what's slowing you down today.

 

Advisor teams who complete this training identify three times more qualified applicants — and spend a lot less time hunting for case status across systems.

session-1

 

1. Inside the Client Experience


A walk-through of the client application, the advisor portal, and what an activated line looks like day to day.

 

session-2

 

2. Refinancing into Inclined


Policy loan refinances, assignment releases, and the best practices that keep a refinance moving.

session-3

3. Documents in Good Order & Client Eligibility


The documents Inclined needs, the basics of eligibility, and the most common causes of delay.

session-4

4. Trust-Owned Policy Applications


Requirements, documentation, and eligibility considerations specific to trust-owned policies.

session-5

5. Inclined Tips & Tricks


Shortcuts and field-tested advice from the Advisor Success team.

session-6

 

6. FAQs & Open Office Hours


Answers to the questions we hear most, plus real scenarios from other advisor teams.

 

Carmine

 

Led by Carmine Pannizzo

Carmine is one of Inclined's Advisor Success Managers and built this training around the case questions advisor teams ask most often. Reach out if a session raises something specific to one of your cases.

Finish all six?

Once you've registered for and watched every session on Zoom, set up a short wrap-up call with Carmine, then get your certification and a small thank-you gift .