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MEET THE TEAM
MANAGEMENT
TOP AGENTS
EVENTS
NEW AGENT TRAINING
Step 1 Welcome & Get Connected
Step 2 Contracting & Compliance
Step 3 Understand the Business
Step 4 Set Up Your Toolkit
Step 5 Leads & Setting Appointments
Step 6 Run the Appointment
Step 7 Next Level
TRAINING CALLS
CARRIER INFO
RESOURCES
Sales & UW Tools
Additional Resources
Legacy SafeGuard Training
AGENT TRAINING
Use tab to navigate through the menu items.
Step 3 - Understand the Business
1. Watch What is Mortgage Protection?
2. Watch Expectations for Success
3. Download Product Tables
Print in color and insert into sheet protector. Add to binder
TERM & IUL PRODUCT TABLE
WHOLE LIFE PRODUCT TABLE
4. Edit the living benefits grid with your information at the top right-hand corner
Print in color and insert into sheet protector. Add to binder
LIVING BENEFIT GRIDS FOR TERM & IUL
LIVING BENEFIT GRIDS FOR WHOLE LIFE
5. Watch
product training with Matt Weiner
CONTINUE TO STEP 4
RETURN TO 7-STEP TRAINING
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