Onboarding

1) Just starting

  • Create these accounts: HLLQP, Launch, Bubblr, Counter
  • Listen to this welcome message, click here.
  • Request “Fast Start Plan” appointment with Trainer.
  • Attend BPM and watch field training appointments.

2) Licensed

  • Apply for life license. App1 in Launch. App2 in myWFG. Wait for instructions in your email.
  • Create insurance provider advisor portals: ivari, Equitable, IA
  • Request “Licensee Responsibility” appointment with Sandy.
  • Meet with the assistant to learn how to use the backend support offered.
  • Do your own appointments.

3) Build Your Business

  • Train new recruits.
  • Open your own office if space is available.