FIVE STEPS TO GET STARTED

This 5-step program will serve as a guide to begin your career with us as a life insurance agent. Work carefully through each step to ensure you are ready to serve your clients efficiently. 

STEP

1

SET UP YOUR FOUNDATION with tools you’re going to need as well as a breakdown of the core insurance carriers you’ll be using to protect families…
STEP

2

UNDERWRITING TOOLS: Access valuable tools to help you become a great underwriter, including the toolkit and underwriting guides…
STEP

3

WORK WITH LEADS: Discover how leads work and how to work them, including sample dial sessions, scripts, handling objections and more…
STEP

4

RUN APPOINTMENTS: Master the 20 minute appointment with a recorded sample, presentation guide and how to use the underwriting form…
STEP

5

MANAGE YOUR BUSINESS: Learn all about maintaining and growing your business by tracking numbers, keeping a schedule, working your pending and more…