@T.Elite.resources
Resources to help you grow! Curated CRM, recruiting, onboarding, training, agent & client materials.
Resources to help you grow!
CRM links
Add new partner to CRM
Add new partner to CRM
Add new business to CRM
Add new business to CRM
Operations
Commission issues google form
Commission issues google form
Access Google Forms with a personal Google account or Google Workspace account (for business use).
Books and resources
Money, wealth, and life insurance e-book
Money, wealth, and life insurance e-book
Recruiting
GFI Recruiting_Interview - Google Slides
GFI Recruiting_Interview - Google Slides
For Agent Visual Only Interview Questions Build Social Proof Hey (NAME), how's it going? (small talk)…Well I have been interviewing candidates all day so it’s been super busy…...and since we only have about 30 min here, and I do have another zoom booked right after you…do you mind if we get right...
Prolific GFI Company Overview PLD_2025_FINAL DK - Google Slides
Prolific GFI Company Overview PLD_2025_FINAL DK - Google Slides
$50,000 - $99,999
Onboarding
System Progressions GFI - Google Sheets
System Progressions GFI - Google Sheets
Onboarding 1 Elite 2026.pptx
Onboarding 1 Elite 2026.pptx
ONBOARDING 1
Matthew Welch on boarding class
Matthew Welch on boarding class
Three good qualities script
Three good qualities script
Trainer & Trainee resources
GFI Agents Training Schedule: Internal use only
GFI Agents Training Schedule: Internal use only
T3 Classes - Google Drive
T3 Classes - Google Drive
Agent resources
GFI Agents Training Schedule: Internal Use Only - Google Sheets
GFI Agents Training Schedule: Internal Use Only - Google Sheets
GFI- MASTER TEMPLATE - Grand Opening Slides.pptx
GFI- MASTER TEMPLATE - Grand Opening Slides.pptx
Business plan template v2
Business plan template v2
Client resources
Client Experience Four bucket presentation part one
Client Experience Four bucket presentation part one
Client experienced part two
Client experienced part two
Team Elite Product guide.xlsx
Team Elite Product guide.xlsx
Intake form
Intake form
I am your life insurance policy
I am your life insurance policy
Scripts
Character reference script
Character reference script
Edification script
Edification script
Your Role as the Trainee in the Field You, as the trainee, need to prep your trainer about the family/individual so that there is some common ground in which to relate. The trainer can then understand how the appointment was set up. (i.e., occupation, age, children, background, hobbies, etc.) ...
ETHOR three-way text.
ETHOR three-way text.
(E.T.H.O.R 3-way Text Script to book field training appointments) ** TRAINEE** Hey (TOP3)! I’ve started a new career with a large financial marketing company and am in their training and licensing program, which I'm excited about. I included my Senior Trainer, (trainer’s name), a highly sought-a...
Three-way text to add a business partner
Three-way text to add a business partner
Three good qualities
Three good qualities
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