Power of Indexing

Potential can be such an enticing, positive word. Potential can also be a negative word. Potential checks don’t cash very well at the bank. Potential returns are marketed to consumers, and consumers invest for potential all the time. Potential returns, at some point, are not really useful to you. If I could guarantee you an average rate of Read more…

Onboarding Steps

Here are our onboarding steps – they’re super simple and they’ll give you a lot more control over the process: Verify your new agent has their license. It’ll show up on the state website. In TX, for example you can go right here: https://txapps.texas.gov/NASApp/tdi/TdiARManager Once they have their license, enter them into our contracting site Read more…

SuranceBay

Here is some helpful info when working through SuranceBay: Please make sure all of the “My Info” section is completely done before requesting carriers or it may delay appointments. You must have a current AML/Limra. Go to “My Appointment Requests” and request the carriers, fill out requests fully.  It will Read more…

No One Will Save You

As much as people want “the authorities” to calm their fears and show them the way… As desperately as the sheep bleat for the shepherd… No one will save you.  There are no adults in the room. No one “knows.”  The government has not, will not, and CANNOT save you. No breadcrumbs Read more…

Zoom Instructions

The following will instruct an agent on how to: Create a Zoom account Schedule a meeting for a specific time  Start a meeting on demand Change Zoom video settings in order to allow customers to hear the eApp presentation  Create a Zoom account Sign up using this link: https://zoom.us/signup The Read more…

What’s So?

𝘣𝘺 𝘞𝘦𝘳𝘯𝘦𝘳 𝘌𝘳𝘩𝘢𝘳𝘥 What’s so is always just what’s so. What’s so doesn’t care what you think, feel, intend or wish; it will not bend. You can be freaked out or driven over what’s so, and it won’t change what’s so. If you’re late for an appointment, getting freaked out Read more…