top of page
Bar Chart

Get Out The Gate Fast

Reference Material

Reference Items

  1. Put these webinars in your calendar:  click here

  2. If you plan on doing some in home sales, order your materials - click here

  3. Make sure you complete the Get Started Page (password is naarockson): click here

  4. Learn how to schedule 40 appointments a week:  click here

  5. Learn to dial on cheap Facebook leads: click here

    • Get signed up on this lead source: click here​

  6. Listen to Megan Wood making sales: click here

  7. Here is the most recent video of the sales boot camp: click here

  8. Getting your business issued after you submit it:  click here

  9. Read the information on this helpful info webpage: click here

    • Covers how commissions work​ and access to the different commission rate per product/carrier

    • Training on the 2nd appointment stuff

    • Useful tech tools that can help you make more money

  10. Know where the other underwriting tools are (9 min)

    • Learning Objective:  Know where to access the other underwriting tools​

    • Watch this video:  click here

Product Reference

Product Guidance

​

Final Expense leads

  • Write CFG Choice Whole Life​
  • If you are in AK, ME, MS, MT, NY you would use Foresters PlanRight (NY will not allow telesales) - click here

​

Mortgage Protection leads

  • Write CFG SafeShield
  • If they are a senior client that has a mortgage, then the price might be too expensive, then we write the CFG Choice Whole Life product using the mortgage payment protection strategy.  Click here to learn how to use that strategy.
  • If you are in AK, ME, MS, MT, NY you would use Foresters Strong Foundation (NY will not allow telesales) - click here

​

New Marriage Leads

  • Depends on what they want
    • Final expense - CFG Whole LIfe​
    • Term - CFG SafeShield Term
    • Note the state exceptions above

​

If they are unable to physically qualify for any othe above products

  • Age 40 - 80:  Great Western Guaranteed Issue Whole Life
  • Age 81 - 85 in CA:  AIG Guaranteed Issue Whole Life

​

If their only way to pay is the Social Security Express Debit Card

  • For normal whole life use Transamerica - click here
  • If they are really sick - Great Western - either Assurance or Assurance Plus

​

​

Alternative Products to learn later, just keep them where you can find them.

  • Products we can sell over the phone/internet​ - click here

  • Foresters Term Product Guide - click here

  • Foresters Whole Life Product Guide - click here

  • Transamerica Whole Life Product Guide - click here​​

  • Mutual of Omaha Term Product Guide - click here

  • Mutual of Omaha Whole Life Product Guide - click here

  • Mutual of Omaha Childrens Whole Life - click here

  • Mutual of Omaha Guaranteed Advantage ADB - click here

bottom of page