SPJST Vice President of Sales and Marketing
Delisle Doherty
832-232-2049
SPJST Territory Managers
Kerry Herrington
281-704-5737
Click here to send an email to Kerry.
Chris Liebum, LUTCF®, NSSA®
346-261-2100
Click here to send an email to Chris.
Ralph Juarez
361-537-5506
Click here to send an email to Ralph.
Sales Agent’s Quotes/Illustration Site
Agents can access the quoting and illustration system here. All current agents have been provided username/access information. For assistance, please email Lisa Mills. Responses will be answered during normal business hours.
Sales Agent’s Website
Agents can access their business in this area. To obtain a username/password or if you forget your username/password, please email Lisa Mills. Responses will be answered during normal business hours.
Sales Agent’s Forms
Agents can download various forms. For illustration system access, please email Lisa Mills. Responses will be answered during normal business hours.
Agent Training
For sales agents, SPJST offers Virtual Training, In-Person Training, and a discount on online continuing education classes through WebCE. To access class schedules and to register for classes, click the headings below. For more information about agent training, contact your Regional General Agent (RGA) or call the SPJST Home Office Insurance Department.
All dates and times are subject to change with notice. All times are Temple local time CST (Central Standard Time).
To register, click date link to complete information.
Tuesday, March 12 – Understanding Universal Life (4 hrs CE) – 5 to 9 p.m.
Tuesday, April 9 – All About Annuities (4 hrs CE) – 5 to 9 p.m.
Tuesday, May 14 – Rules of Ethics in Today’s Environment- (3 hrs CE) – 5 to 8 p.m.
Tuesday, June 11 – Life Insurance as Business Insurance (4 hrs CE) – 5 to 9 p.m.
Tuesday, July 9 – Anti-Money Laundering – (2 hrs CE) – 5 to 7 p.m.
Tuesday, August 13 – Selling Children’s Policies- (2 hrs non-CE) – 5 to 7 p.m.
Tuesday, September 10 – Whole Life Basics (4 hrs CE) – 5 to 9 p.m.
Tuesday, October 8 – Process of Customer Service Before and After the Sale (4 hrs CE) – 5 to 9 p.m.
Tuesday, November 12 – 2021 Annuities Suitability and Best Interest Standard (Annuity Certification) – (4 hrs CE) – 5 to 9 p.m.
Join meeting here or click above blue box:
https://us02web.zoom.us/j/89976734575
Meeting ID: 899 7673 4575
January – Goals and Universal Life
February – Annuities – non-qualified, qualified, IRAs, SEPs
March – Life Insurance – Needs Analysis/Annual Reviews
Monday, April 10 – El Paso — Golden Corral, 1460 N. Lee Trevino Drive, 11 a.m. to 1 p.m. – Converting Term and Universal Life Plans
Tuesday, May 7 – Bryan — Location to be announced, 10 a.m. to 2 p.m. – Annuity Basics, Their Uses, Structure, and Strategies
Tuesday, August 6 – Fort Worth, SPJST Lodge 92, 10 a.m. to 2 p.m. – Life Insurance Needs Analysis Discussion Fact-Finding, Cross-Selling and Filling Your Leads Funnel
Tuesday, October 29 – Temple — SPJST Home Office, 520 N. Main, 10 a.m. to 2 p.m. – Annuities Advanced Uses in Retirement to Provide “Peace of Mind”