Stage 3 – In-Home Appointment Training
Welcome to the Stage 3 of the SFG Mentors Training
This training should not be viewed until you have appointments already set or your mentor has given specific instructions. Once you have an appt scheduled, follow the steps below to complete this training.
Step 1 – In Home & Telesales Presentation
Watch & learn from the videos
Step 2 – In Home Outline
In Home Client Survey
Step 3 – Application Walkthrough Videos
You will be assigned an Agent ID Number by each carrier and then you will be able to write E-Applications for that carrier.
- See below for complete walkthroughs of American Amicable and Mutual of Omaha Applications.
- Once assigned your Agent ID go into the E-Application and practice writing an application to familiarize yourself with the format and signature process.