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New Broker Training

English Training

Scroll down for Spanish Training

Face to Face, Hybrid and Telesales

So many ways to win and help families

How to succeed at Family First Life

How to win with Policy/Annual Reviews

Eights steps for Final Expense

How to effectively Door Knock

Have an incorrect or disconnected phone number on a lead? Use Fast People Search

Phone Burner 

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Sign up for an account and receive an exclusive 30% OFF Family First Life discount:  

Training Website for Phone Burner: 

FAMILY FIRST LIFE BOOTCAMP

Please Register and Complete

FFL VIRTUAL/TELESALES TRAINING SITE

Password: success

VIRTUAL/TELESALES ACADEMY

Please Register and Complete

Product Training

Americo 

This is our #1 carrier, Americo represents over 60% of our monthly agency volume

 

Americo Training Site

Quote tool, Demo E-App for all products, Product overviews, Order supplies, etc

FFL & Americo

 

Whole Life/Final Expense

Eagle Premier Series Microsite (americoeaglepremierseries.com)

 

Term/Universal/Mortgage Protection

HMS Plus Microsite (americohomemortgageseries.com)

Product Training Videos:

Please note that Americo’s new CBO/Term Face Amount Limit with no swab required is now $450,000 (Not $250,000 as this video references, as this is a recent change)

Fidelity (F&G) Product Overview

Focus on Mutual of Omaha, Aetna, John Hancock, American Amicable, Prosperity, AIG

QUOTES & ELECTRONIC APPLICATIONS

All E-Apps are built into the “Quote Tool” for each carrier; with the exception of Americo, MOO and Transamerica which have multiple sites below.

Columbian Financial Group (CFG)

To access the CFG quoting tool, please follow the steps below. CFG requires your first application to be done in paper, see paper application google drive link below.

Android users: To quote On your Android device, use Play Store and type CFG SafeShield Calculator and for final expense CFG final expense calculator

iPhone users: Email and Request CFG quoting app for iPhone users: SafeShieldCalc@cfglife.com

Safeshield Password: cfgsit

Final expense Password: cfgfe

ENTRENAMIENTO EN ESPAÑOL

Presentacion en Casa (Gastos Finales y Protección Hipotecaria)

Cómo Hacer Presentacion Efectiva de Gastos Finales y Ganar $5K semanales - Family First Life Latino

Entrenamiento Poderoso de Mortgage Protection Para Ganar $10K Semanles con Family First Life Latino

8 Pasos Presentación Exitosa Aseguranza Gastos Finales

Telefonos y Citas

FFL Entrenamiento en Español - Telefonos y Citas

3 Secretos Para Evitar Chargebacks

Canales de Youtube a Seguir

Momentum Team

CAPACITACIÓN SOBRE PRODUCTOS

How to process an Americo E-App

Prosperity

How to present Americo Eagle Premier

John Hancock

Looking for Life Insurance or more information on becoming an Independent Insurance Broker? 

CONTACT US

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