New Agent Checklist

    1. Register for SFG Website at
    2. Check for upcoming events, including Conference.
    3. Complete Online Bootcamp
    4. Listen to the trainings: Audio/Video Training
      • The Sales Track
      • Working Older Leads
      • Software Training
    5. Download the software and rate guides:
      •  American Amicable
      • Home Protector
      • Dignity Solutions
      • Easy Term
    6. UHL Term Plans; UHL Final Expense. Code: Colts
    7. Print out the Activity tracking sheet, phone and in home script: Mortgage Protection System Activity Report
    8. Sign up for the Application Portal
    9. Download and practice filling out your first applications: UHL Applications (password is colts) and AMAM Applications
    10. Order Business cards from the SFG store
    11. Make sure to discuss first lead order with your mentor

Massive Action – Constant Correction