How Do I Begin?


Now that you have completed the contracting process with Senior Life, how do you begin? Even though you will immediately receive a writing number with Senior Life Insurance – it still takes a few days before your appointment is accepted so please be patient! You will receive a series of follow up emails during the appointment process. If you receive any questions from the licensing department regarding your background, debt liens or anti-money laundering, please respond right away. Once you receive a final email from Senior Life licensing with "APPOINTMENT ACCEPTED" in the subject line, you will then be able to log into SLICE and begin writing business. 

As long as you are an appointed agent with Senior Life Insurance, you and your family will have a Free membership to Legacy Assurance. Look for your personalized Legacy Assurance Membership packet to arrive within 3 to 4 weeks from the date your appointment is officially accepted.

Business Cards: You can either create and order your own personal business cards through Vistaprint (recommended) using the FWA logo (if you prefer) or you can order business cards through Senior Life. Until you issue your first $5,000 AP, there will be a nominal cost for your initial set of Senior Life business cards. However, for every $5,000 AP issued, you can order 100 Senior Life business cards at no cost to you. 

                                                                                                                         Business Card

                                                                                                                                                           Order Form                                                      

Direct Deposit: One of the most awesome things about this opportunity is the ability to get paid the same day you write the policy and take a "Live Check". However, until you set up your direct deposit, all commissions will be paid by check and sent via snail mail. This is why setting up your direct deposit needs to be the next step for you to knock out. Simply download, print and complete the Direct Deposit form, then email to licensing@srlife.net or you may fax to (229) 299-9987.

                                                                                                                                                           Direct Deposit

                                                                                                                                                           Form

                                                                                                                  

Senior Life Agent Manual: The Senior Life Agent Manual is your primary reference for a complete breakdown on the companies products, corporate policies and guidelines. With the vast amount of information you will need to learn, nothing else matters until you first know about the products, programs and solutions you are going to present to your clients. Once you are licensed and appointed with Senior Life, the Agent Manual can also be accessed via SLICE in the Notification & Documents section. Until then, download the Agent Manual below and begin studying now.

 

                                                                                                                                                          Senior Life

                                                                                                                                                          Agent Manual

Presentation: Your "presentation" is actually included and a part of the SLICE eApplication. Again, this thing basically does most of the work for you. You will learn everything you need to know about the presentation and how to run your appointments in the training videos (section #5) of Advisor Resources. However, while you are learning the program and begin practicing your craft, here are a few illustration aids you can use as a tool for learning or even in your appointments.

                                                                                                                         Illustration

                                                                                                                                                                 Aid

There are several websites you will use as an agent. Mozilla Firefox is the most compatible browser and must always be used when accessing the Senior Life Agent Portal.

Citrix ShareFile: Is a secure, cloud-based platform for businesses to store and share files. An email will be sent to you during the contracting period. Please activate this account. You will use Citrix so submit corrections, business card orders, appointments to new states, etc. FWA Advisor Resources is designed to be a one stop shop for agent training and resources. However, it is recommended to also familiarize yourself with the carriers agent websites, additional tools and resources that might not be provided through the FWA Advisor Resources website.

30 Day Sprint / Expectations: Our expectation, and your primary goal, is to get promoted to the Agent Owner contract level (90%) within your first 30 days. In order to qualify for this promotion, you must write 8 policies (or more of “uncontrolled” business) within this period of time.  This will be accomplished via Project 300, A & B Leads, Referrals, and any personal marketing campaigns you implement: social media, custom yard signs, etc.

 

Time is of the essence so you must make every day count,                         30 Day

                                                                         ..........starting now!                Sprint Memo

Begin your Project 300 list. Project 300 is a list of 300 names and phone numbers of all those you know who are 40+ years old. Classmates, Friends, Family, Church Members, Neighbors, any and everyone. Here’s the bottom line: If you know their first name and have their phone number, they should be on this list.

 

Product Knowledge – You MUST be an expert on the products you are marketing. Nothing else matters until you learn everything there is to know about the products, programs and solutions you are going to present to your client:

  • Gain access to Advisor Resources located at https://FinalWishesAdvisors.com and read through the Senior Life Agent Manual. Study and learn the products and SL corporate policies. The SL Agent Manual can be located in the “How Do I Begin” section. Once you are an active agent with Senior Life, the Agent Manual will also be located in the “Notification & Documents” section of SLICE

  • Read through and study the Legacy Assurance section of Advisor Resources

  • Visit every page and tab of the https://Legacy-Assurance.com website. Know this website inside and out

 

Once you feel you are knowledgeable on all Senior Life and Legacy Assurance products,

then it is time to really dive into Advisor Resources. Immerse yourself. Learn, read, watch, and study the Training Videos, Playbook Chapters, Door Knocking, and Veteran sections then:

  • Get organized and

  • Practice

  • Practice

  • Practice

In 1 week, you should be prepared to start:

  • Working your Project 300 list (and any B leads we supplied, if applicable) and begin scheduling and running appointments.

  • Give a passing presentation in order to qualify for your first batch of 20 leads.