STEP 1: SET UP YOUR FOUNDATION
Topics: overview, AML course, E&O insurance
Welcome to the team! There are a few things you need to do to get started. This will explain the whole process and make it simple for you. For the AML, make sure you opt OUT of the CE credit option and take a screenshot of your completion certificate.
Topics: carriers, products, final expense, mortgage protection, calculators
Meet our core family of insurance carriers you will use to protect families. Learn about their products, what to recommend when and how to start an application to someone who says YES:
Topics: email signature, business cards, video conferencing
Here are a few foundational tools you will need for your business.
>> Go to your app store and download the VOXER and TELEGRAM apps onto your smartphone.