A. CONTRACTING PROCESS

• An overview of the Equis Financial contracting process
• Getting your E&O insurance (some carriers won’t contract you without this)

B. AML INSTRUCTIONS

• Why AML is necessary
• Our two main AML carriers
• How to register for your FREE AML course with step by step instructions you can download

C. OUR CORE CARRIERS

• Selecting which of the core family of carriers you will work with initially
• How to get started with the carriers
• Where to find a brief overview and tour of each

D. LICENSED & CONTRACTED?

• When to request contracting from your upline if you don’t have it yet
• How to make the most of your time waiting for contracting
• What you can do without contracts in place

> HOMEWORK:

✅  Complete your AML training with RegEd and email it in

✅  Secure your E&O Insurance certificate and email it in

✅  Finish signing off on all your carrier contracting documents

✅  Check in with your manager on your progress

✅  Begin the 6-Step Sales training with the link below: