PROFILE
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NOT Licensed
GET Licensed
Your Responsibilities
- Enroll in and complete your pre-licensing (XCEL) course
- Schedule and pass state license exam
- Apply for your license
Visit the get licensed checklist for more information
Get LicensedLicensed
GET Contracted
Schedule a contracting call with Kate
email [email protected]
Your Responsibilities
- Schedule contracting call
- Onboard in systems (HCMS, NLC, SureLC, AFG SureLC)
- Get contracted with FFL carriers (Americo, American Amicable, Mutual of Omaha, Corebridge, Transamerica, Ethos) and AFG carriers (SBLI, LGA, F&G, and North American)
- Follow up with carriers
Visit the get contracted checklist for more information
Get ContractedContracted Agents
Manager Activation
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Training & Preparation
Ready To Sell
First Live Call
- Begin making live calls
- Manager will observe or review calls
- Receive simple, direct feedback
First APplication
- Attempt your first application
- Your manager will assist you live
- Submit your application
First Policy Issued
- First application issued
- Confidence increases
- Manager supervision is reduced as you write more business