New Agent Checklist
- Register for SFG Website at http://www.sfglife.com/component/user/register.html.
- Check www.sfglife.com for upcoming events, including Conference.
- Complete Online Bootcamp
- Listen to the trainings: Audio/Video Training
- The Sales Track
- Working Older Leads
- Software Training
- Download the software and rate guides:
- American Amicable
- Home Protector
- Dignity Solutions
- Easy Term
- UHL Term Plans; UHL Final Expense. Code: Colts
- Print out the Activity tracking sheet, phone and in home script: Mortgage Protection System Activity Report
- Sign up for the Application Portal
- Download and practice filling out your first applications: UHL Applications (password is colts) and AMAM Applications
- Order Business cards from the SFG store
- Make sure to discuss first lead order with your mentor