Welcome to the Team
I have included attachments of the Senior Solutions (Agent Promotion Guidelines) and the agent manual “The Magic Formula”. It is very important for your success as an agent to read the agent manual in its entirety. The agent manual is designed to give you the knowledge and insight of the final expense market. Be sure to review the agent promotion level guidelines.
After reading “The Magic Formula” your first assignment is to learn how to do a proper in-home presentation. Learning the in-home presentation will be the foundation of your success. Every top agent in our agency has learned and perfected their presentation skills.
As part of the on-boarding process, I have included a new agent checklist. This checklist is designed to help keep you on track to ensure a faster start. Please follow the checklist as best as you can. Also, be sure to watch the Fast Start Program video.
Errors and Omissions Insurance
Although E&O insurance is not required to sell final expense insurance I do highly recommend having it for your own protection. If you are interested in purchasing E&O insurance use the link below.
Also, be sure to check out the Senior Solutions training website at www.SeniorSolutionsAgents.com The training website includes great training videos as well as written materials.
Be sure to add me to our contacts to avoid important emails from going to spam. email@example.com