Awesome Training for all those on funnel / Digital Lighthouse leads or interested in using them! HUGE thanks to Sieun, Selena (Jessica), and Dolly Parton (Kat)! 🎯

Good morning All!!! I reallly , really, really need your help with creating a game plan and part time schedule to work Friday-Sunday until I can fire my current boss and pursue being an agent full time. I just need insight, suggestions, recommendations, and guidance. If anyone is a part time agent, please comment and leave feed back. Thank youuuu! Have a blessed day.

Welcome to the Peterson Agency Success Group on skool! 👋 Introduce yourself to the team. Share where you're from, your background, some of your favorite things, or whatever else you want to share. 🚀🤝

In this agency we write the first policy on ourselves. It is also important to understand accidental death coverage as we use it often with our clients! Writing the first accidental health policy on yourself helps you learn the application process as BOTH the agent AND the client, and it even speeds up your carrier approvals and contracting!!! in other words, you’ll get cleared faster and paid faster just by submitting your first app. (Confirmed by an SFG Managing Partner). ✅ If you have your Health license: Write a Mutual of Omaha (MOO) Guaranteed ADvantage - Super inexpensive accidental death plan that counts as a clean first application. YOU CAN WRITE THIS AS SOON AS YOU SIGN YOUR MOO CONTRACTS ON SURELC USING THE "JIT INSTRUCTIONS!" ^ ❌ If you don’t have your Health license yet - no problem! You still have two options that you can write with only a Life license: 🦍 UHL Protector AD (ages 18–60) - Offers 3 options ($50k, $75k, or $100k) - ✅ Best move if you just want to knock it out fast - Go with $50k to keep cost as low as possible 🛡️ Americo ADB (ages 20–60) - Offers 4 options ($100k, $150k, $200k, or $250k) - Includes a bonus $1,000 payout for any cause of death - If you or your client want $100k or more of coverage, go Americo - That $1k bump makes up for any small price difference. YOU MUST WAIT TO WRITE THESE TWO UNTIL CONTRACTS ARE APPROVED! ^ 🎯 One More Thing: You MUST submit this and all policies to OPT! to make it official and get credit. Don't skip this step. No OPT = no tracking, no approval movement. ⚠️ Remember! If you are writing a policy on yourself or anyone else that is not a lead, to submit it you need to go to OPT! and click *My Leads > Leads/Referrals > New Lead With Application*. Shoot me a message if you have any questions. Let's make it a great week and start August FIRING! 🚀