Phase 2

Have you applied for your state Insurance Producer License?

Click here and apply www.nipr.com/licensing-center/apply ---Refer to state specific guidelines for additional license requirement details<br>www.nipr.com/licensing-center/state-requirements

Have been fingerprinted for your background check?

You will need to be fingerprinted for your background check ASAP. You will not receive your License until background check is complete. Contact your local sheriff office to get fingerprinted. **due to Covid-19, most Sheriff offices require an appointment.

Do you know your National Producer Number (NPN#)

You can obtain your NPN# by calling (855) 674-6477.

You can expect for your license to be available at https://nipr.com/help/print-your-license within 5-14 business days. Using your NPN# look up and download your license.

Do you have the WhatsApp on your phone and iPad?

Install WhatsApp onto your cell phone so that we may add you to the<br>Dream Makers Team chat.<br>https://www.whatsapp.com/download/

Add Ashley Foor-Colie as a friend on WhatsApp (910-742-9005)

Add Ashley Foor-Colie as a friend on Facebook to be added to the Dream Makers Team page.

Text Ashley a photo of just yourself and another photo with your family, so she<br>may introduce you to the team (910-742-9005).

Create a new Gmail email account to use for your NASB business.<br> (example: nasb.smith@gmail.com)

Do you have an iPad Pro and Apple Pencil (iPad needs to be 64gb or higher)

¨Purchase an iPad Pro & Apple Pencil (iPad needs to be 64gb or higher)<br>-You can typically purchase iPad through cell carrier by adding to your monthly cell phone plan for an extra $20-40 each month.

Create 3 calendar reminder for our daily calls. This serves as an accountability tool and will help aid in your development. (Make sure to MUTE yourself for these calls) <br>NLT Call: 425.436.6855 – Monday 8:30 AM-9:00 AM<br>National Call: 515-604-9283 – Monday 9:00AM-10:00AM<br>Unit Regional Call: 425-585-7136 – Tuesday-Friday 8:30AM-9:00AM

Introduce yourself via TEXT to the Dream Makers’ Director of Operations, Dustin Colie at (910) 523-7669 (*Please include your full name, NPN, your resident state, Gmail email and whose team you’re on) once NPN is received and license is printable on NIPR. You will then receive a call and email from Dustin <br>(nasb.dcolie@gmail.com) to begin the registration and contracting process with NASB.<br>NOTE: For contracting, you will need a personal voided check or bank letter with a bank representative’s signature for your deposits.

Once contracted with NASB, within 2-3 days you will receive your login/temporary password to the NASB website at www.nasbnation.com, where you may watch the videos there.

Order business cards via www.vistaprint.com, or another avenue you may desire. Refer to the Agents folder in Google Drive for an example of what your business card should look like, including the NASB logo and your title of Licensed Producer, Licensed Agent or Field Underwriter. Brand your card with a professional headshot.

Complete all SuranceBay emails (carrier contracts) via a desktop PC or laptop (these do not work on a mobile device). This provides the ability to be appointed with:<br>1. United of Omaha<br>2. Americo Financial<br>3. Great Western Life<br>4. Transamerica

Within 2-14 days of completing the Surancebay contracts, you will begin receiving carrier approval emails that will provide you with your Agent ID numbers (you will have an individual writing number with each carrier). Place these Agent IDs in your iPad or iPhone Notes app for easy access.

Within 3-5 business days after completing the SuranceBay emails, you can log onto knowledge.limra.com to complete the free Anti-Money Laundering course, as well as any required carrier-specific material.

-You will be able to login using your NPN# for your username and your last name lowercase for your password.

You will be prompted to change your password upon your first login.

***IMPORTANT*** Email a screenshot of your AML completion to Dustin Colie (nasb.dcolie@gmail.com), as well as your username (NPN) and password (lowercase last name).

Purchase E&O Coverage:<br>-This is optional, but highly recommended!<br>-You may obtain Errors & Omissions Coverage (E&O)<br>This insurance will cover you up to $1,000,000 in case there is ever a lawsuit.<br>-This will allow you to contract with additional carriers. These carriers include:<br>AIG, Gerber, Foresters, Omaha GUL & Term Answers, & Americo Term Products.<br><br>To purchase, go to: www.napa-benefits.org

Click on “E&O Insurance”

Click “Learn More”

Click “Plan Overview”

Select Option A if you are a new agent. You can either choose to pay lump sum for the year or choose down payment to have monthly payments for a year.

Option B may also be selected if you choose to write annuities

Click “Apply Now”

When you have received an email of your E&O certificate, please forward the PDF attachment of your certificate to Dustin Colie (nasb.dcolie@gmail.com).

Schedule Training with your direct manager, or Ashley Colie will contact you to schedule your 3-day Zoom New Agent Crash Training Course<br><br>Training includes:<br>***DAY 1: History of NASB, Reverse Engineering your Goals, Path to Prosperity, the Funnel<br>Day 1 Homework:<br>1. Go to www.thedreammakersteam.com to the Agent portal (password:<br>dreambig). Watch Ashley’s presentation!<br>2. Create your Homescreen on your iPad (refer to Google Drive)<br>3. Download the MetroFax app and register for an account on<br>Metrofax.com. Sign up for $9.95/month (500 pages).<br>4. Create Notability Subjects and Dividers (Agents>Notability<br>Subjects>Subjects for Notability). Refer to Notability Setup video.<br>5. Import Docs to Notability (Agents>Notability Subjects>How to go from<br>Google Drive to Notability). The docs to import are inside folders labeled<br>Agent Guides & Rates, Agent Training, Presentation, Apps, Senior<br>Seminars, and Surrender Forms.<br><br>***DAY 2: The Call Ahead, the Door Approach, 10 Steps to the Presentation, Maximizing<br>Entitlements<br>Day 2 Homework:<br>1. Import NASB Contacts (Agents>Notability Subjects>NASB Contacts)<br>2. Import Spreadsheets into Numbers (Agents>Numbers)<br>3. Read every word on the Omaha Living Promise & Foresters PlanRight<br>applications.<br>4. For practice, complete a mock application for each Omaha Living<br>Promise and Foresters PlanRight.<br>5. Email the mock applications to your direct manager for him or her to<br>scrub.<br>***DAY 3: Post-Sale Admin, Back Office, Numbers Spreadsheets<br>NOTE: Ashley will provide you with the NASB Master Note, which serves as a<br>place to add carrier IDs, usernames, passwords, Goalcast videos and quotes for<br>daily motivation and to drive momentum into your daily routine. Please save to<br>Notes on your phone.

Schedule 2-3 Ride-Alongs<br><br>Field training includes:<br>***DAY 1: This is a full day in the field watching your direct manager do presentations.<br>What to Expect: Dress Business Casual, Roleplaying, Note Taking (bring iPad), Pack a Lunch. Your manager will bring you a NASB lanyard and Delivery Notices.<br><br>***DAY 2: Time to shine! It’s your turn to take the lead on door approaches and Steps 1-4 of the presentation. Your manager will give you feedback after each and continue roleplaying with you.<br><br>***DAY 3: Optional, only if necessary

Research and study Medicare, Medicaid, SSI, SHIP, and the Active Living Benefits

Your manager will provide you with roughly 20 complimentary leads in an area they select. <br>a. Work alone in the field for 5 consecutive business days.<br>b. Conduct an in & up call in every presentation.<br>c. Stay in daily communication via text, email, or phone call with your direct<br>manager for assistance and feedback.<br>d. Focus on these top 4 carriers & plans: Americo Eagle, United of Omaha, Aetna,<br>and Royal Neighbors.<br>NOTE: Once the Surancebay carrier contracts are completed, you are cleared to<br>write business in the field. Simply indicate “Pending NASB” in the place of your<br>writing number until your writing numbers are received.

After 5 days working alone in the field, you will have another ride-along with your<br>manager for them to observe and inspect for any necessary improvements that need to be made with your door approach, presentation, and iPad & business tracking organization.

Text a screenshot of your activity tracker nightly to your direct coach for the first 90 days.

Contact each carrier once provided with an Agent ID to have their tech support go over back office to better understand how to navigate your pending business, commissions, and placed/issued business.