I. MINDSET Who are our clients?It is important to remember that the people we meet with have contacted us for help. We have various types of leads here at Family First Life. There are direct mail leads where a client Read more…
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 Read more…
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 Read more…
@jasoncapital Have you heard the story about the 50 pounds of clay? ♬ original sound – Jason Capital
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” Read more…
Know where you’re going in life; you may already be there!
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Shawn Meaike, the Founder of Family First Life, speaks to our Velocity team on the fundamentals of building an insurance agency. A must-listen if you are a builder.
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 Read more…
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 Read more…
