10 Steps After Licensed!
Congratulations! You have now passed the license. Let's do these 10 steps to make you ready to write business and make some money!
0-New Agent Check List
0-New Agent Check List
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
1-E&O Insurance Renewal Process
1-E&O Insurance Renewal Process
Hello, in this video, I explain the importance of renewing your ENO insurance through Marsh for WFJ business. It's crucial to have the correct ENO insurance from Marsh to avoid issues. Please renew before your existing NOL expires in August. Action: Renew coverage promptly.
2-Setting up Direct Deposit on mywfg.com
2-Setting up Direct Deposit on mywfg.com
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
3. How to setup Platform fee
3. How to setup Platform fee
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
4-Kaplan Financial Website Walkthrough - Registration ONLY
4-Kaplan Financial Website Walkthrough - Registration ONLY
In this video, I walk you through the steps to navigate the Capital Financial website and purchase the life and health insurance bundle. I explain why I prefer the bundle over individual courses and share a trick to earn the required continuing education credits. Watch this video to learn how to add the bundle to your cart, apply a discount code, and complete the checkout process.
5-How to Get Appointed with Nationwide Financials
5-How to Get Appointed with Nationwide Financials
6-Completing the product training in RegEd.com for annuity sales
6-Completing the product training in RegEd.com for annuity sales
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
7-How to upload AML to the mywfg website
7-How to upload AML to the mywfg website
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
8-How to get appointed with carriers for Life and Annuity
8-How to get appointed with carriers for Life and Annuity
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
9-How to submit a fist annuity application (Access to Sure LC, RegEd, AMS)
9-How to submit a fist annuity application (Access to Sure LC, RegEd, AMS)
Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.
9 & 10 - Carrier Trainings
9 & 10 - Carrier Trainings
Nationwide, Transamerica, PacificLife, Athene, Global Atlantic & Crump trainings
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