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N.E.B. (Not Easily Broken) Financial Services 2026-The Year of Elevation: New Levels. New Leaders. New Legacy.” (Recruit, Train, Duplicate)
NEB UPDATED - NEW FT TRAINING - Google Slides
NEB UPDATED - NEW FT TRAINING - Google Slides
REMINDERS BEFORE APPOINTMENT: Thank Guest TRC - Trust, Respect, Customize NEADS FORM Find
Apply for an insurance license
Apply for an insurance license
New and existing producers, adjusters and other insurance professionals can find requirements and fees for applying for licenses and adding licenses.
Schedule Appointment with NEB Ernest and Sandra Morris
Schedule Appointment with NEB Ernest and Sandra Morris
Schedule your appointment online NEB Ernest and Sandra Morris
Fast Start Packet
Fast Start Packet
Access Google Drive with a Google account (for personal use) or Google Workspace account (for business use).
Christy's Prospecting Call Link
Christy's Prospecting Call Link
These calls are intended to book a guest or a recruiting interview. They are people who are open to the opportunity. OUTCOMES SHEET Click Here: Prospect Calls Outcome Sheet to be able to see the outcomes of the call. **PLEASE READ BEFORE SUBMITTING** *Our Vice President Christy Terris will make the calls Tuesday - Friday from 12pm - 4pm EST *Keep in mind that as I am getting responses back, please check the sheet to get updates. *Any submission after 12pm will be called the following day.
NEB-New NC Licensing Checklist.docx
NEB-New NC Licensing Checklist.docx
North Carolina (NC) Insurance License Daily Checklist (For New Resident Life Insurance Agents — 2–3 Week Plan) Important NC requirements:• Complete approved NC pre-licensing education first. partners.xcelsolutions.com/phpcarpediem• Submit your insurance license application and fingerprints/bac...
OTHER LIFE TOPICS.NEB
OTHER LIFE TOPICS.NEB
OTHER LIFE TOPICS
N.E.B-Types of Individual Life Insurance
N.E.B-Types of Individual Life Insurance
Types of Individual Life Insurance
North Carolina Insurance – Licensing Exams
North Carolina Insurance – Licensing Exams
Prepare for North Carolina Insurance licensing exams across life, health, property, casualty, and adjuster specialties, supported by comprehensive scheduling resources and candidate guidance. Take North Carolina Insurance exams with Pearson Professional Assessments (formerly Pearson VUE).
NC Statutes & Regs
NC Statutes & Regs
STUDY MATERIAL - Google Drive
STUDY MATERIAL - Google Drive
Big Event and T-Shirt Info
Big Event and T-Shirt Info
Please complete the form below. We need to know everyone's intention and where they are in preparation for Big Event January 22-January 24. If you plan to bring your spouse and/or a friend please indicate that as well.
New RI slides N.E.B
New RI slides N.E.B
Onboarding One Pager
Onboarding One Pager
What’s Next? ➡Attend Fast Start Orientation within the first 24 to 48 hours of becoming an agent. ➡Sign up for your license course Xcel, and begin studying for your exam ➡Meet with your upline (the person who brought you on board) to discuss next steps with the team. ➡ Regularly attend m...
NEW Fast Start
NEW Fast Start
ORIENTATION
N.E.B- Match Up
N.E.B- Match Up
**PLEASE READ BEFORE SUBMITTING** DO NOT schedule appointments during this times: MONDAY Builders/Planning Meeting | 9:00am - 12:15pm EST PHONEZONE | Monday | 6:00pm - 8:15pm EST Tuesday Training | 6:00pm - 10:00pm EST Coffee & Coaching | Wednesday | 11am - 12:15pm EST Saturday Training | 9am - 1pm EST >> Please submit any appointment 24 hours prior. If you have an appointment the day off please contact Karina Montalvo at (818) 626 - 4879 with details and time of the appointment. We can't guarantee it will be matched up but we will do our best. >> Any submissions after 9 PM - 9 AM will not be views. Feel free to message Karina to let her know you have submitted an appointment. >> If you do not hear from Karina Montalvo with who will be your trainer, please contact her ASAP to make sure your appointment was submitted and received.
N.E.B BOM Captains
N.E.B BOM Captains
Please submit your guest for the appropriate BOM date and time. If you have guest that are attending on the same day but different time please let us know in the notes. Thank you :) BOM SCHEDULE: TUESDAY In Office | 7:00pm - 8:30pm EST ( This will give them a chance to meet some of our executives ) SATURDAY In Office | 10:30am - 12pm EST ( This will give them a chance to meet some of our executives )
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