Please Get plugged into each of these links—Facebook, Discord, and our WhatsApp group
Facebook 🔗
WhatsApp 🔗
Join us for the NEW AGENT ONBOARDING Zoom at least once! Every Saturday at 10AM EST
http://newagent.fflall.com/
(Live is BEST; however, if you need a refresher by one of the best trainers we have, click HERE🔗)
AND get plugged into weekly calls/zoom—find a list of all of them on the events page and HERE 🔗
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!
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).
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.
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
You have received an email from our contracting team, subject "Getting Started with Family First Life." FOLLOW IT EXACTLY
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.
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 🔗
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
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
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?
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
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
How to write F&G, MOO, and a few other, IULs HERE 🔗
NLG (National Life Group) Basic Illustration - HERE 🔗
Learn all about Annuities from the GOAT - HERE 🔗
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.
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