If your not already licensed use this module to get setup with your state requirements

This will walk you though all the setup, resources, document and tools you need to be successful.

CRM for appointments lead tracking, lead mapping

Selling 101! Much of this content was shared live in our old Sales Schools so we wanted to open it up for everyone. Watch a few videos to get to know us and after you complete licensing, contracting and onboarding, you can come back and complete this Module 👍🏼

Our YES Lead is Proprietary Lead Type we developed in 2024. It's the "Lead of choice for 90% of our agents and has one of the highest ROI per $ spent we've ever seen.

In this course we being by going through how to properly fill out underwriting sheets all the way to how to underwrite and select companies as an agent, and study material for know which company is going to be best for each client you serve

In this course we go over the process of elimination for finding the correct company to place your clients with. Working with a slew of different companies, it can be tough to figure out their best option for both their budget and getting the full commission options for your bank. Tune in to learn about placement, process of elimination, and the best cheat codes to get you there!

**For agents on 60% comp plan only** Commissions / Production Bonuses / 3 out of 4 Bonuses / Leadership Bonuses

Our 5K Lead is a Proprietary Lead Type we developed in Q4 of 2024. It gives you targeted prospects between 64-79yrs of age that clicked YES to receive NO COST $5,000 Life Insurance. You can offer $5,000 in NO COST AD&D coverage to your prospect at only a ONE TIME $2 Cost to you. This opens up the door to understanding their Final Expense needs and serving them from there.

-What is Chargeback Hell? - Advances, Lapses, & Chargebacks - Tail commissions & Consistency correlation - Keys to maintaining a good business - CSBmanage.com–our “Chargeback Reducer”