FEX Agenda

Underwriter assigned to you Independent / Non-Captive Expedia / Amazon Who filled out the Request Card? My job is real simple See what you’re looking for See what is most important to you But most importantly, see what we can get you approved for  I’ll Take all those factors and Read more

Now Do It!

One of my leaders shared this with me this morning and it’s incredibly powerful. Read this if you are or want to be a leader who takes and empowers action. Don’t finish reading this without doing something about it. Leaders take action on information that leads to transformation. What exactly Read more

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