Welcome to the Team

New Agent On-Boarding

Follow these steps in order and you'll be licensed, trained, and writing business in no time.

Step 01

Pre-Licensing

Before you can sell insurance, you need your state life insurance license. Work through each of these four stages in order.

Pre-Licensing Course

Start by completing your state-required pre-licensing course. Use the study material provided below to prepare for your state exam.

Open Pre-Licensing Study Material

NIPR Registration

Once enrolled in the pre-licensing course, complete your State Life Insurance license application online at www.nipr.com.

  • Click on "Apply for License"
  • Choose "New License", select your state from the dropdown, and select "Resident Licensing"
  • Fill out the application for an individual
  • Click on "Producer"
  • Click "Life"

You will receive your NPN (National Producer Number) once you pass the state exam.

Fingerprints & Background Check

After registering with NIPR, you'll receive instructions to get your fingerprints taken at a location near you. Follow those instructions to complete your background check before scheduling your exam.

State Exam

Once you've scored 90% on all quizzes and a passing score on the practice test on Exam FX, you're ready to take your state exam. To schedule:

Step 02

Training

Once licensed, you'll plug into our three-part training system designed to get you confident and writing business fast.

Live Zoom Trainings

We host live Zoom trainings designed to give every new agent the foundational knowledge they need to succeed quickly. These sessions cover tools, technology setup, product understanding, lead flow, and our simple step-by-step sales process. Beginner-friendly, interactive, and focused on skills you can use in the field the very same week.

"Mentored by Millionaires" Daily Training Calls

Every morning we launch the day with an electric sales training call led by top performers, powerhouse leaders, and millionaire mentors. Fast-paced, motivating, and packed with real strategies you can use immediately — your daily dose of high-level game, mindset, and momentum.

Hands-On, In-Person Field Training

We don't just teach — we go with you. Every new agent gets true one-on-one, hands-on field training where a top leader takes you directly into real appointments. You'll learn step-by-step exactly what to say, how to present, and how to close, with live feedback and support.

Key Resources in Your Portal

Once you're logged in, these are the documents you'll use most — all in the Downloads tab.

NASB Presentation & Checklist

Your go-to overview of the NASB system and how we work.

Activity Tracker

Track your daily dials, appointments, and submitted apps.

Carrier Riders & Value Sheets

Quick reference for every carrier's riders and product highlights.

Underwriting Cheat Sheet

Fast answers on health conditions and carrier guidelines.

Height & Weight Chart

Standard build chart used across all carriers.

2025 Comp Sheet

Full commission structure for every carrier at every level.

Frequently Asked Questions

Common questions from new agents — answered.

How do I log in to the Agent Portal?

Click "Agent Login" in the top-right corner of any page. Use the email and temporary password provided by your manager. You can reset your password at any time from the login page.

Where do I find paper applications?

In the Agent Portal, go to Paper Applications. You'll find printable PDFs for Corebridge GI, MOO Living Promise NC, Royal Neighbors FE, American Amicable Senior Choice, and Transamerica FE Express.

How do I submit an e-application?

Go to Electronic Applications in the portal. Each carrier has a direct link to their e-app portal. You'll need your agent login credentials for each carrier separately.

Who do I contact if I have a question?

Reach out to your manager or email [email protected]. You can also text 704-609-5761. The AI assistant in the portal can answer most product, underwriting, and compensation questions instantly.

What is my commission level when I start?

New agents typically start at the Agent level. Your exact commission rates by carrier are in the 2025 Comp Sheet — available in the portal Downloads tab or ask the AI assistant.

How do I get promoted to Manager or Partner?

Review the Path to Partner document in the portal Downloads tab. It outlines the production and recruiting requirements to advance through each level.

Still have questions?

Reach out to your manager or contact us directly — we're here to help you succeed.