On-Boarding

registration form

Agent Name *

Agent Status - Minimum qualification to begin training is trainee must have passed state exam and has applied for license through your resident state. *

I'm licensed in life (and health) and completed on-boarding paperwork
Passed State Exam and applied for my license
I am a new hire Administrator for the agency (Non-Agent Access)
Other

Who is your Agency Owner? *

Who is your direct upline? (If different than Agency Owner)

Your email address *

Phone *

We have 2 training paths you can choose to get started. Option 1 - 5 phase virtual training. This training has a meeting schedule with live virtual meetings. Week 1 is Monday 4 pm est, Wed 4 pm est Friday 3 pm est. These classes, Orientation, Appointment Setting and Sales Training. This will include Q & A sessions, with 3 - 1 hr sessions with your trainer that will help answer questions and guide you through a curriculum. The last two phases set you up for 2 simulated sales meetings where you will practice the presentation with feedback from your trainer before you start working with actual clients. Option 2 is to self train on your schedule. Please select one. *

Option #1 - 5 Phase Virtual Training
Option #2 - Self Training