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Get Field Ready

Visit our PWP Google Drive – Resource Center

(Training, Support, Documents, etc)

New Agent Best Practice

Always call from in the home when with a client during your first 25-50 sit downs

Before calling your manager for guidance and assistance, 

make sure to have completed the following health underwriting to communicate:

 

  • Client age

  • Any major illness with approximate diagnosis/remission dates

  • Names of medications (just the names, not the dosage)

  • Never call on speaker phone, as the client should not be able to hear your manager

  • If you can’t reach your manager, call the in-home hotline at 1-800-371-8913 and post your question in our Telegram agency chat where over 400 brokers on our team will assist you

The Essentials

Please use the two sites below to order your shirts, badge, business cards, messenger bag, door knocking stickers, etc

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  • Please keep in mind that as an independent broker, you can create/design any type of business card that you choose to use and you can always use any type of non-FFL gear. This is all about your preference. 

  • For business cards, we do recommend using “Field Underwriter” as your title. 

TOUCHSCREEN IPAD/TABLET/LAPTOP WITH BUILT IN INTERNET ACCESS

Preferably, as cell phone hotspots are not always the most reliable (Contact your wireless carrier for best options)

Shop Tablet Computers | Compare Models, Prices & Brands | T-Mobile

ID Badge

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You can also order a custom ID badge (With holder and lanyard) from Vice President Cristina Marson by contacting her at (954) 410-8261

ONCE YOU GET CONTRACTED WITH A CARRIER, CALL AND ORDER BROCHURES IMMEDIATELY AT NO COST (Examples below)

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  • Americo – Eagle Premier, CBO 100/50/Term 125, Final Wishes Guide, Folder

  • Aetna – Accendo, Folder

  • Mutual of Omaha – Living Promise, Term Life Express, Index Universal Life, Children’s Whole Life, Folder

  • Ask your manager for other carriers and products, click below

Sign up for the Insurance Toolkit 

We use this tool to expedite and improve client health underwriting

Recommended but not required

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Promo Code for 15% off – “FFL 15”

Register and gain access to our FFL Advanced Market Sales site

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  • Complete the Index Universal Life and Fixed Annuities training series

  • IUL’s and FIA’s are becoming more and more popular with consumers, so we highly recommend to not skip over this

DIGITAL BUSINESS CARDS

Download Free App From Apple/Android (HiHello)

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​Click below for example:

HOW TO REPORT YOUR SALES NUMBERS

PWP Exclusive Platform

  • Our Family First Life week runs from Thursday to Wednesday

  • After each sale, simply go to www.policysubmit.com, and input your sale. Should only take 30-45 seconds

  • Each sale submitted will automatically be posted onto our agency Telegram chat withing 60 seconds, and you will also be auto directed to this chat

  • At the end of each FFL week, you will receive a weekly recap email with your sales numbers (This is a great tool to track performance trends)

  • Having an accurate submission helps us track commission level increases, promotions, recognition, etc

www.PolicySubmit.com

HELPFUL APPS

  • Road Warrior: App we use to help map out the most effective driving routes for appointments/door knocking (Free from the App Store or Google Play Store)

  • TimeTree: Shared Calendar app - Scheduling tool for appointments (Free from the App Store or Google Play Store)

THE POWER OF WORKING WEEKENDS

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  • The best time to work this business and put activity in is the weekends, it’s a great cheat code for new brokers and as they always say; “Hall of Famer producers are made on the weekends”.

  • Earning “Weekend Warrior” is a BIG deal with FFL, it puts you on the map with specific WW recognition and a badge that you will always have… How do you earn “Weekend Warrior”? 

  • Submit $10,000 or more in Annual Premium any Friday - Sunday 

  • Winning the Weekend and becoming a Weekend Warrior starts with buying more than enough leads for your Thursday dial day, dialing early Friday and Saturday morning prior to running, and booking at least 15 appointments for the weekend (Fri-Sun)

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