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Motivates Agents To Join FFL Builders

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FAMILY FIRST LIFE BUILDERS

NEW AGENT CHECKLIST

(save this Checklist for Reference)


Get Plugged in


1. Listen to New Agent Fast Start Call: Here

2. Join our Private FaceBook Group: Click Here

3. Join the FFL Corp Email Blast: Click Here

4. Join the FFL West Coast Slack APP: Click Here

5. Add Weekly Training Calls to Your Calendar: Click Schedule Here

6. Like Family First Life FB Page

7. Like FFL West Coast FB Page

8. Follow FFL West Coast on YouTube: Click Here

9. Email [email protected] to be added to West Coast Email

Blast


Get Contracted


1. Follow Instructions in Welcome Email from Hillary Wall. Sample Email

Here with Links

2. Call or Email Hillary with Contracting Questions: 760-552-5146 or

[email protected]

3. Complete SuranceBay Contracting. Watch SuranceBay Overview Video.

4. Trouble with SuranceBay or SureLC? Watch these videos.

5. Purchase E&O Insurance – NAPA is one of my companies you can use.

6. Complete Anti-Money Laundering Course – LIMRA Course

7. Follow up with each carrier in 5 business days after your contract status has

changed to “Carrier”. Keep an eye on your email inbox for important

messages and appointment confirmation from the carriers.

We are Hiring Nationwide! 

FAMILY FIRST LIFE BUILDERS


Prepare to Dial

Print out these Documents to set yourself up for success.

• All Phone Scripts

• Phone Objections – Objection Handling Workbook

• Dial Tracker

Order Leads

• Watch Lead Video to Learn about Leads

• Schedule “Lead Strategy Call” with your Manager or VP prior to first Lead

Purchase.

• Order leads once you have Two(2) Carrier writing numbers. Preferably

Americo and Mutual of Omaha

Phone Script Training

• Watch Phone Script Training Video

• Start Dialing and Booking Appointments

• Use FFL Dial Tracker to track dials and productions


In-Home Presentation

• Watch Training Videos and Study In-Home Presentation

• Bookmark Quote Tools on Device You Plan to Use to Run Business

(Laptop, Tablet, or Ipad)

• Download Next Level+ APP

• Bookmark FFL-GO.com


Product Knowledge

• Learn about the Main Products we sell.

• Product Overview Video: Click Here

• Product UW Guidelines: Click Here

• Bookmark Each Link: Quoting Tool and E-App for Each Carrier

We are Hiring Nationwide! 

FAMILY FIRST LIFE BUILDERS


Receive Carrier Appointment and 

Agent Writing Numbers


• Register for Agent hub/site for each carrier you received a writing number

• Order Supplies Directly from each carrier – Tri-folds, Folders, Pamphlets,

Marketing Materials

• Become Familiar with Quoting Tools and E-App for Each Carrier

• Bookmark Each Link Quoting Tool and E-App for Each Carrier


Save Carrier Phone Numbers

Americo: 800-231-0801

Mutual of Omaha: 800-867-6873

TransAmerica: 877-234-4848

AIG/ American General: 800-677-3311

Global Atlantic: 855-887-4487

Athene: 888-266-8489

CFG: 800-423-9765

Foresters: 800-828-1540

John Hancock: 877-606-7779

American Amicable: 800-736-7311

Register for Family First Life Agent CRM System

• Call or Email Manager and request access to CRM

We are Hiring Nationwide! 

FAMILY FIRST LIFE BUILDERS


Prepare to Run Appointments

• Complete Product Training HERE

• Complete In-Home Presentation Training HERE

o Bookmark all of the quote tools HERE

• Print all phone scripts: All Phone Scripts

• Print Financial Inventory and Credibility Sheet (one for every appointment)

• Become familiar with each carrier’s E-App

• Order client brochures from the carrier for our most popular products:

o Americo- 800-231-0801

▪ HMS 100-125-150 (Mtg), CBO

▪ Eagle Premier (FEX)

o Mutual of Omaha- 800-867-6873

▪ Term Life Express (Mtg)

▪ Living Promise (FEX)

o American Amicable- 800-736-7311

▪ Home Protector (Mtg)

▪ EZ Term (Mtg)

▪ Senior Choice (FEX)

• Purchase a tablet with a cellular plan to complete apps in home or buy a

hotspot with Wifi to receive Internet on your Laptop, Notebook, or Tablet.

• Design & purchase your business cards

• Order a Photo ID with Picture, Name, State License # or #’s, and Company

Logo: Click Here

• Find Company Logos Here: Click Here


Practice writing eApp

Here’s the link to practice the writing Americo plans with their eApp.

Be familiar with it so you are ready when you go into the home. This is an eApp

demo site for practicing writing Americo eApps. It does require you to have an

agent login from Americo.

https://scdemo.americo.com/

Important note: eApps are great and use them but be prepared for the unexpected.

Always take the paper application with you as a back up in case you don’t have

internet or the carrier site is down for maintenance.

We are Hiring Nationwide!

FAMILY FIRST LIFE BUILDERS

Preparing for the Field

When you are running multiple appointments each week it’s important to be

organized and ready to write business. Here is a checklist and tips to help you

prepare for the field.

       

       1. Calendar your appointments: After you are done dialing for the day plug

your appointments into your calendar or CRM system with the appointment

date, time, and city name. I place the city name next to the client's name so I

know at a glance where my next appointments are.

       2. Have carrier applications printed – Keep a file carrier in your car that has

the paper applications for your state. Even if the app is an eApp always carry

a paper application as a backup in case your computer crashes.

       3. Computer & Mobile phone – Make sure to have your computer and

chargers with you in the field.

       4. Important Phone numbers – Make sure you have the agent hotline and

carrier phone numbers programmed in your phone before you go out so you

are fully prepared.

       5. Business cards – Not absolutely necessary and don’t let it hold you up if

you are a new agent but it’s nice to have a business card with your info to

give the client.

       6. Leads – Always take leads with you in the field. When an appointment

cancels on you or if you have time in between appointments this is a great

opportunity to book more appointments. Think as a top producer would!


Preparing for Appointment

To prepare for your appointments follow these steps. When you set the

appointment you should have collected some basic health information like (age,

height, weight, medical issues, prescriptions, married or single). Knowing this

ahead of time will provide you with enough info so you have a general idea of

which company you want to go int with. Here’s the form: Lead initial Health

Questionnaire

       

       1. Download the carrier quoting tools to your phone and have the links

bookmarked on your web browser or phone so you have quick and easy

access.

We are Hiring Nationwide!

FAMILY FIRST LIFE BUILDERS

       2. Determine the right product. Here are some very general guidelines.


Health Issue Quick Reference Guide

Product: When to Write What

Under the age of 60 and great health

Americo HMS 125 & 150 CBO E-App

Age 60-65 healthy

MOO Term Life Express eApp

Selling concept of conversion to whole life

Age 65-75 great health

Americo HMS 125 & 150 eApp

Between ages 45-70 unhealthy

Americo Eagle Premiere app, if declined then

MOO Living Promise

Combine with Guaranteed Advantage

Over age 70 just

Americo Eagle Premiere app, if declined then

MOO Living Promise

Under 45 unhealthy

Transamerica

Extremely unhealthy i.e. – cancer, heart, stroke in last 12 months

Use a GIWL – Guaranteed Issue Whole Life

AIG

Columbian Financial Group


       3. Review the carrier application – On the application review health care

questions prior to meeting with the client. Based on what the client shared on the

phone, is the client still eligible for this product?

       4. Carrier Risk Assessment – If you are not 100% certain call the carrier on

your way to the appointment and have them do a Risk Assessment. All carriers

will provide you with a risk assessment. It’s a great way to learn and become familiar

with the carriers. It will save you time and headaches so that you don’t put the

client with a carrier product where they will be declined.

We are Hiring Nationwide!

FAMILY FIRST LIFE BUILDERS



5. Consultant with your mentor/manager. When you are new your

mentor/manager will assist you in preparing for your appointment. Have your

notes and recommendations ready to discuss with them.

Final Tips

Stay Active

• Active in the Facebook Group

• Active in Slack

• Active in Training Calls

The more you stay Active, the faster you will learn, and the faster you will

become successful. You can do THIS!

#bestbusinessever #winwithffl

We are Hiring Nationwide!

GET PLUGGED IN...

FAST START CALL

JOIN FACEBOOK GROUP

JOIN CORP EMAIL BLAST

JOIN FFL VELOCITY SLACK

JOIN FFL BUILDERS SLACK

ADD TRAINING CALLS

FOLLOW VELOCITY ON YOUTUBE 

JOIN EMAIL BLAST

Get Contracted


1. Follow Instructions in Welcome Email link from Sonja George.

2. Call or Email Sonja George with Contracting Questions: 864-376-8994

[email protected]

3. Complete SuranceBay Contracting. Watch SuranceBay Overview Video.

4. Trouble with SuranceBay or SureLC? Watch the additional video.

5. Purchase E&O Insurance – NAPA is one of my companies you can use.

6. Complete Anti-Money Laundering Course – LIMRA Course

7. Follow up with each carrier in 5 business days after your contract status has changed to “Carrier”. Keep an eye on your email inbox for important messages and appointment confirmation from the carriers

WELCOME EMAIL

SURANCEBAY OVERVIEW VIDEO

SURELC ADDITIONAL VIDEO

NAPA (E & O INSURANCE)

LIMRA  AML COURSE