Get Licensed
Pre-Licensing Course
We will cover the cost for your Pre-Licensing Course: XCEL Solutions
- Register: Schedule a Call with Leanne
- Request your exclusive Discount Code and take the course for free.
Apply For Your License NIPR.COM
Get Contracted
We use GATEWAY for our contracting procedures.
The Process
Get the FFL pricing on your E&O Coverage HERE
Follow up with each carrier in 5 business days after your contract status has changed to “Carrier”
- Verify they have all of your contracting paperwork and that there are no outstanding requirements.
- Carrier contact info can be found HERE
Keep an eye on your email box for important messages and appointment confirmation from the carriers.
Make sure to look in your SPAM and Promotional folder of your email.
Agent Training
Important Documents
- Financial Inventory
- Phone Scripts
- Partnered Carriers
- Objection Training
- Basic Product Guide
- FEX Grid Sheet
- Term Grid Sheet
- Contract Grid
- Dial Tracker
- Manager Levels
Get Connected
Lead Vendors
- IUL Lead Campaign
Alpha Agent IUL campaign - Instant Leads
This lead can be purchased in your CRM for $11. - Cherry Pick Leads – FEX & MP
Descriptions for each type of lead are on the CRM. Leads range from 3 months old to 2 years old. Cost ranges from $0.50 to $8 a lead. On the CRM, go to “Purchase Lead”, search by state & county, and then select any Cherry Pick Leads options. - MailPro
FEX – Direct mail: $31/lead. Lock out any county to receive exclusive leads. 3-4 weeks to start receiving. Contact: Sasha 860.317.1335 option 4 or leads@familyfirstlife.com - MailPro – MP Mailers
No deposit. $60/lead. Billed daily as leads come in. 3-4 weeks to start receiving. Contact Raychelle 404.484.0056 or fflseleads@gmail.com. - Lead Concepts – MP Mailers
PPM. Updates sent every Friday with the latest mortgage data numbers in your counties. 3-4 weeks to start receiving. Contact Clay Davenport at 800-283-0187 or email him at clay@leadconcepts.com - ARM Leads – RETRO
1-4 yr. old mortgage date. $430 per 1,000 mail outs. 3 weeks to start receiving. Leads are dropped in your CRM. Contact: Sasha 860.317.1335 option 4 or leads@familyfirstlife.com - ARM Leads – FEX
Exclusive & New. $375 per 1,000 mail outs. 3 weeks to start receiving. Leads are dropped in your CRM. Contact: Sasha 860.317.1335 option 4 or leads@familyfirstlife.com - ARM Leads – First Class Weekly
Less than a week old data on new homeowners. $675 per 1,000 mail outs. 3 weeks to start receiving. Leads are dropped in your CRM. Contact: Sasha 860.317.1335 option 4 or leads@familyfirstlife.com - Leadrilla – FEX & MP
Run by online campaign in agent-specified city. Exclusive leads at $20/lead for FEX & $36/lead for MP. Contact the company if your city isn’t listed. 2-3 day time frame. Go to leadrilla.com