THE ONE AND ONLY 2.0. . Recruiting, Contracting, and New Sales Rep.

On-Boarding Checklist

1 Group Interview
1A. Attended Group Interview
2B. Did not Attend Group Interview. – Then email sequence back into next one
2 One on One Second Interview
2A. Scheduled
2B. Attended
2C. Hired.
Weekly PPFG Testimonies Sequence (We create and send out weekly for 24 weeks)
3 Welcome You Are Hired Email Sent with Zoom Invite to the Next Thursday at 5:30 PM Orientation.

4 Welcome Orientation. (All Recruiters and Contracting present every time)

. Reps Attended Welcome Orientation
. Did not Attend – then start Follow-up email sequence on reconnecting and attending the next one?
Also, give a personal phone call to rep.
Goals and Expectations Agreement. Recruiters Job to Finalize LIVE
Goals Expectation Agreement Sent placed in the chatbox?
They Fill out live and send back. Signed Expectation Agreement and Goals stated Received at contracting email.
(placed in the HR folder by Hiring Managers)
Life Insurance Class Sponsored By: EXCEL SOLUTIONS
Reps Register at: www.prepare2pass.com/ffl (This link should be copied and posted in the chat box)
Click Enroll Now Button
Choose your state: Then choose to add to the cart (pre-licensing Class) or red price button.
Life Accident Health (some states have annuities)
The discount code so it is free at the shopping cart area is: fflelevate-7xFv.
This code should be posted in Chat room as they enroll.
Next Enter the minimal personal info. OnIy it asks for the Direct upline is: PPFG – Rebecca Wansten (post in chat)
Reminder, you have 30 days to complete the sponsored class

Register for Your life Insurance License at NIPR. Keep Checking Back for your National Producer Number:
https://nipr.com/licensing-center/apply

#1 Contracting
Gateway (FFL PP. Rebecca’s Agency HCMS ). Kim logs in as soon as they show up and starts early as Possible: only and send
each participant a registration log in. rswansten@gmail.com 1Trillion!!
(Contracting team - KIM. Does this at the orientation)
Filling out only the required personal info so the account can be saved for later.-
Tell them all passwords are 1Million!! PLEASE
They must email all logins and passwords to:
Contracting@mypinnaclepartners.com (post in the chat box as we talk about it.)
The contracting team will contact you tonight or tomorrow with directions as we go each step,
Sorry there is a little redundancy, but we will be doing most of the work for you.
Don’t do contracting yourself or you could accidently cut your commissions in half

Contracting Packet Forms. https://support.surancebay.com/hc/en-us/articles/214270508-Producer-Setup-Packet

Place this packet link into the chat box

REPS email completed and Signed Packet by tomorrow include voided check
Received Returned the next day?? SENT TO PPFG CONTRACTING EMAIL Contracting@mypinnaclepartners.com
Activate Email Sequence the twice-weekly PPFG getting started Email for New Reps Sequence
(Which starts instantly after the Orientation happens when it is marked they attended)

How to set up and use Google Calendar for organizing Appointments - Recruiters Post in Chat Box
https://www.youtube.com/watch?v=IyHvKYeeuB8

Get Connected (Join Pinnacle Partners Financial Group in FB – https://fb.me/g/1URntjEPt/187qbra4 Post in Chat
Join: You Tube: fflusa
Join: You Tube: fflamerica
Look at ffl grow website for resources
Register all Agents for the FFL Email blast weekly Recruiters do this:
https://visitor.r20.constantcontact.com/manage/optin?
v=001K8xwuOsUSHoM15IiOp8Olt6u9dx5VX2y1nAh81F7CZRqnJZN6nAN5JH-
EeICApDDSHCZA8GOk3PGJu8ezQiTrfcOSQnGBzURCp9IyLM3jNk%3D

Weekly Training call from FFL Board member Thursdays at 5:00 Live Training
Question and Answer time?
 Welcome, Aboard !! and go get them 3 testimonials as a closing. Pictures and results.
(I am very excited for you. Each one of you was selected because you have the key skills needed to be fantastic
and you will make great money. This is a wonderful industry, and this is a fantastic company. We will be here for
you every step of the way)

7 Initial Basic Information at PPFG Surancebay has been Filled Out

9A. Logged into Surancebay
9B. Upload Voided Check at Surancebay
9C. E&O Insurance

WE Log into Rebecca’s Gateway FFL Surancebay and from there to surancebay Contract Main Carriers
8
12A. Mutual of Ohmah
12B. AIG
12C. John Hanncock
12D. Aetna
12E. Americo
12F. American Amicable
12G. Transamerica
12H. Prosperity

WE get you Contracted with PPFG Advanced Markets

11a
10A. Logged into FFL Surancebay Have rep fill in the personal info and stop. Do not do carriers or you could
accidently cut your pay in half.

We get you Contracted with PPFG Main Carriers

11b
11A. North American
11B. National Life
11C. Equitrust
11D. Athene
11E. MTL

PPFG Sales Training Boot Camp.

12
13A. Started Sales Training
13B. Showed up in One on One Call with Daniel
13C. Finished Sales Training
13D.

Daily Sales
14
14A. Submitted a Schedule of Daily Sales Huddles
14B. Submitted End of Day Report
14C. Submitted 90 day and 12-month Goal Sheets
14D. Attended 1 on 1 Review Meetings with Daniel

After Sales Training Before First leads order: https://ffl.americo.com

Product Cheat Sheet what to Sell for Each problem you solve:
https://83cea077-ef69-458f-ac96-5ba721701b74.filesusr.com/ugd/002d25_81634ec2f5ed437f9c841d5e674bd48f.pdf

Final Expense Cheat Sheet. https://www.growffl.com/_files/ugd/150473_e1a63750ba7247758f7fb346571f2282.pdf

Term Grid Sheet. https://www.growffl.com/_files/ugd/150473_e7d80237048b4399afc5866aba8a5115.pdf

Qualification Tool Kit: https://insurancetoolkits.com/signup/?referral=1476

Guarantee Issue Guide:

https://83cea077-ef69-458f-ac96-5ba721701b74.filesusr.com/ugd/002d25_af6bf2ea263e4457a954dfc09074ba5e.pdf

LEADS. Other than on Gateway: https://www.growffl.com/leads

https://zoom.us/j/94595227220?pwd=dEhLekc4ek5QK0lYVkVIWVk2a1ZYdz09 NEW AGENT ORIENTATION LINK

FREE INSURANCE CLASS. http://www.prepare2pass.com/ffl

contracting@mypinnaclepartners.com

FFL EMAIL BLAST

https://visitor.r20.constantcontact.com/manage/optin?
v=001K8xwuOsUSHoM15IiOp8Olt6u9dx5VX2y1nAh81F7CZRqnJZN6nAN5JH-
EeICApDDSHCZA8GOk3PGJu8ezQiTrfcOSQnGBzURCp9IyLM3jNk%3D

▪Join PPFG Facebook Group  click the link in Chat now

▪Get Connected  –  https://fb.me/g/1URntjEPt/187qbra4

▪▪Get training on Google Calendar from YouTube

https://www.youtube.com/watch?v=IyHvKYeeuB8