Schedule your Onboarding Zoom

Click HERE to select your recruiter and to schedule your onboarding call. 

This is what we will cover:

• Intake/New Hire Information

• Contracting Overview

• Script

• Go over the script you are going to master so you can get on the phone ASAP after contracting

  • Vet Script HERE 🔗 is the most common starting place

• Get Plugged In

• The Dial Room

  • Start learning while you are learning!

    • https://thedialteam.fflall.com/

PLEASE READ

If you are already licensed, this should be started ASAP (if you are a newer agent, just getting licensed, you will come back to this step once you receive your NPN, so you will jump to the next Step of basic training).

Pre-Contracting Steps

• Accept your HCMS Invite and initial setup.

  • You will receive 3 emails: 

    • A Welcome Email from FFL National 

    • Your HCMS Account setup link 

    • Verify Your NPN # and Set up Your NLC Profile—Contracting Request Platform

• Do you have E&O (Errors & Omissions Insurance)

  • If yes, GREAT

  • If no

    • You need to have E&O (Errors and Omissions Insurance). Pick the middle option for $33/m GET IT HERE 🔗

• Complete your SureLC registration.

  • Register  HERE 🔗

  • THEN, log in HERE 🔗

• AML (Anti-Money Laundering)

  • You may already have this. However, you should get the American Amicable one; it is free!

    • To complete the FREE AML Training (in SureLC, through the Gateway)

      • Click CE & Training  

      • Click Start Training. 

      • Click Surancebay LLC FREE

      • Click the drop-down Menu… From there, another window will open. You will have the option to read or download the material. The FREE AML training Test is 10 questions, and you have 15 minutes to complete the test. It’s an open book. To take the test, click “Start Test” Your results will be recorded, and you can take the test several times if needed.

      • Download a copy of the finished AML for later.

      • NOTE: You need to add E&O to SureLC and the AML certificate; you had or just got to SureLC, too.  AML gets added under CE & Training section

Start Actual Contracting Process

• You have received an email from our contracting team, subject "Getting Started with Family First Life." FOLLOW IT EXACTLY

  • Watch the video link HERE 🔗, which shows you how to contract correctly

  • YOU will do actual contracting in NLC- Next Level Contracting HERE 🔗, NOT in SureLc or HCMS... these words may be foreign, BUT it is all in the video!!!

• Download your carrier log HERE 🔗 - this document lets you save all your Carrier "writing numbers" and important info like usernames and unique passwords etc

  • ALSO, make sure to follow up with each carrier (whose numbers are on the carrier log above) 3-5 business days after completing the contracting process to make sure they have received your information and processing is underway. If they do not have your info, that does NOT mean anything is wrong; there could be a delay. Either way, let your recruiter know so they can check.

Gateway - 

• This is the main portal to most of our FFL tools like HCMS, Reporting, and many other important tools—access HERE 🔗

  • How to navigate Gateway - HERE 🔗

Training Steps

• Take Sales Academy HERE 🔗

  • Baseline training for all things insurance and what we sell etc

  • If, for some reason, you cannot access this, please email support@fflnaitonal.com

• IUL Bootcamp

  • To access

    • Go to the gateway HERE 🔗

    • Select Training Camp

    • Select IUL Bootcamp (DO NOT DO ANY OTHER TRAININGS HERE)

    • When complete

      • TAKE Screenshots of all completed modules

      • THEN, email support@fflnational.com, CC wealthbuildersgroupllc@gmail.com  and ask to be contracted with NLG & F&G

  • Get Familiar with Scripts

    • See scripts section on resources page HERE 🔗

    • Handling objections and rebuttals training - HERE 🔗

Tools for the overall Sales Process

• Application How-To and signature guide HERE 🔗

  • This will show you how to do our main applications AND how to guide a client to sign the agreement

• Client Profile Sheet HERE 🔗

  • You will use this every time you meet with a Client to keep notes

Underwriting Help

• Integrity Connect - Access through the left-hand navigation on the Gateway (link to get there is HERE 🔗)

  • Easy to use: enter the client details and the product type, and see where the best price and likelihood of approval are

  • To see a demo on how to use this tool, click HERE 🔗

• Whole Life Cheat Sheet HERE 🔗

  • An easy tool that shows you what carriers will NOT accept many conditions

• Term Life Cheat Sheet HERE 🔗

  • An easy tool that shows you what carriers will NOT accept many conditions

• Mega Guide of all Underwriting Guides is HERE 🔗

Track Your Activity

• Goal Card—An easy way to break up the day into manageable chunks—HERE 🔗

Track Your Sales

• Sales Tracker -  Track your clients here if you are not using the CRM - HERE 🔗

Always Dial With The Team

• The Dial Room—Friends don't let friends dial alone!!!! - HERE 🔗

  • Join the Team Optimum Breakout 9 am EST-12 pm EST Monday-Friday.

• Have you printed or have super quick access to your carrier log from contracting?

• Do you have quick access to the practice site for apps that also walk you through the signature process?

• Do you have a clear schedule and clear goals?

• Does your manager/recruiter/mentor know you are getting on the phones now

• Have you scheduled your strategy call?

Click HERE to select your recruiter and to schedule your Strategy Zoom. 

HERE 🔗 is the template you can use for your Strategy Zoom.

What we will cover: 

• Getting your mind in the right spot

  • Why are you doing this business in general?

  • 30 Day goals

  • 90 Day goals

  • What are you willing to do to reach these goals?

  • What are you willing to give up?

  • Do you have the support you need?

• Being prepared to dial

  • Schedule

  • Goal Card

  • First Dial Day—When?

  • Is the script in good shape?

  • Are you coachable? - And what does that mean?

  • Your First Lead Buy - let's knock that out too.

• Head over to our recruiting page HERE 🔗

We live and breathe off leads; here's how to order

ALWAYS USE THIS LINK:  https://mycrmcenter.com/crm-store-7279?am_id=jesse3492

• IF you need a password to buy leads, it is 4321

  • Types: 

    • "FRESH" or REAL-Time

    • VET- Veteran leads

    • MORTGAGE OPT- Mortgage protection focused with a one-time password requirement so all numbers are correct

    • IUL OTP- IUL leads with all correct numbers

    • IUL Trucker

    • Aged Leads- these are leads that have been sold 1X before and are 45 days onld BUT HAVE NOT bought yet

      • VET, MP, IUL, FEX

• Use the above link, scroll to the bottom, buy the type you want, YOU DO NOT NEED TO CONFIRM THAT ANY ARE AVAILABLE

• Your order will still get fulfilled, it just may take a few days, DO NOT wait until you see leads available in the aged section, just place an order and they will get filled as the come available

• Make sure to use link above AND say you are part of FFL National

IUL Specific 

• Epic IUL Overview - HERE 🔗

  • Dan is one of the best educators on IULs. This is a great overview and a deeper dive on IULs

• IUL Script - HERE 🔗

  • This is based on the goal to have a 1-call-Close where appropriate and to pivot to a more structured meeting when needed

• IUL Decision Tree - HERE 🔗

  • How do you know which IUL company or product to write, look here!

• Some good people to follow

  • Doug Andrew - HERE 🔗

    • Good info on IULs, don't pay to take courses or anything like that

  • David McKnight - HERE 🔗

    • Another good one to follow about building tax-free money for the future and retirement

• How to write F&G, MOO, and a few other, IULs HERE 🔗

• NLG (National Life Group) Basic Illustration - HERE 🔗

Annuity Specific

• Learn all about Annuities from the GOAT - HERE 🔗

• Register your numbers to reduce SPAM risk - HERE 🔗

• Adding other State Licenses - HERE 🔗

• Posting to the leaderboard - HERE 🔗

Legacy Safeguard

Legacy Safeguard University® was created to help you successfully offer the Legacy Safeguard end-of-life planning service and our industry-leading solutions to everyone you serve.

You’ll get access to tools and proven techniques that will help you serve more clients, close more sales and increase your income—all at the same time.

Press Release

Membership Site - Clients can go here to log in and learn more about this now, FREE service we provide for them

University For Agents - Agents sign up to offer this service to your clients here, learn how it works and how to get Clients enrolled

Videos - Learn more about this awesome FREE service we provide