Step-by-step guide to get licensed, contracted, and Ready to Sell with all carriers.
Forms & Resources
Commission grids, pre-apps, scope of appointment, flyers, and more.
Simplified whole life insurance for seniors 50–85. The #1 field sales product.
Term & whole life to pay off a homeowner’s mortgage. Direct-mail lead driven.
Medicare Advantage, Supplement, and PDP. Onboarding checklist + carrier certifications.
IUL illustrations, TFRA, retirement questionnaire, living will kit & 401k calculator.