Videos / Presentations

1)New Agents: Training Videos

2. Orientation Video (30 mins): Bonus, Field Training, Licensing!

5. Client Video (19 mins): How to use with Clients!

4. Orientation Paperwork(DOC): Orientation Paperwork!

5. Simple FNA(DOC): Download the FNA for use!

Licensing New Agents/Securities and How to Study to go Green

Tracking Client Policies with Life Manager and Recruits(Team) with Recruit Manager

Earnings, Products, Email, TurboApps, and Quick Quote

Become a Leader During Our Decade of Dominance!

1. MRN Form: Used for one time payments to cover premiums for a policy

2. Life PAC Form: Used alone with MRN Form - ELECTRONIC FUND TRANSFER (“EFT”) AUTHORIZATION

3. PLA 21: Usually submitted with an MRN, Banking/Payment Information Form for the Client(Updates or Errors)

4. Multipurpose Form: Changing Client Information or Beneficiaries

5. Reconsideration Form: Client get Declined? Fill out this form to see what we can do from Home Office

6. Policy Delivery Receipt: Form used to confirm the delivery of a Life Insurance Policy

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