Keys to Greatness

Steve Giordano, President of FFL Health & Health and $1.3M personal producer, laid out his 10 Keys to Greatness this morning: Entrepreneur Habits, Thought-Processes and Mindset Sacrifice over Desire Power of 4AM Proper Lead Strategy Great vs. Average on the Phones – Smooth Transition Sense of Urgency Think & Grow Read more…

Slack Glossary

Many of you are asking the meaning of all of the abbreviations we use: AP = Annual Premium APPS = Applications DK = Door Knock BAMFAM = Booked A Meeting From A Meeting MOO = Mutual Of Omaha (carrier) AMAM = American Amicable (carrier) JH = John Hancock (carrier) TRANS Read more…

What is an IUL?

“Index Universal Life Insurance” 101 overview zoom training. We cover: what is a universal life plan  how does an index work  how to build value to a client  how does the cash value work  payment flexibility  underwriting  Q&A 

Advances and Chargebacks

It’s important that agents understand how they’re getting paid and how the carriers manage advances and chargebacks. With “household name” carriers like John Hancock, Mutual of Omaha, Americo, etc. this is very straightforward. The carrier will advance you 7-9 months of commission up-front. This lands in your checking account and Read more…