Title Page

  • Date you passed your exam

  • Your Name

  • Your City
  • 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 GroupMe app on your phone and iPad?

  • Install the GroupMe app onto your cell phone.<br>-We use this for motivation, positive encouragement, sharing<br>knowledge, to cheer on our teammates & to celebrate in each<br>other’s victories.

  • Add the NLT group chat.

  • Create a new Gmail email account to use for your NASB business.<br> (example: nasb.jacksmith@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 NLT Director of Operations, Allison Dove<br>Cell: 803.984.3828<br>Email: allisondovenasb@gmail.com<br>-PLEASE INCLUDE: your full name, NPN#, resident state, Gmail email address, and whose team you are on. <br>You will then receive an email from Allison titled “How to Onboard with NASB”<br>-This email will include details of everything you need to get started, an attached<br>instruction packet providing step by step instructions for completing your online contract, and the link you will use to access and complete your NASB contract through SureLC.<br>**Allison is available to help walk you through the contracting process<br>and/or answer any questions you have about completing your contract**

  • Complete SureLC online contract<br>NOTE: You will need to obtain a personal voided check with your information<br>PRINTED on the check (No starter checks) OR a TYPED bank letter with a bank<br>representatives’ signature. This has to be uploaded before contract can be completed as this is where you will receive your bank deposits/commissions payout.

  • From a computer, Elevation.Market

  • Click “Account” at the top righthand corner of the page, then click “Register”

  • You will then be prompted to enter your contact information & asked to enter the name of your “Upline” -- It is important that you enter the correct manager in this field. Please double check with your manager or Allison Dove on this to ensure this is done correctly.

  • Once approved, you will be able to use the NASB Tab – which will allow you to watch the Sales Training videos.

  • Now that you have completed SureLC online contract, within 3 business days, you will receive:<br>-Login info/temporary password to the NASB website – www.NASBNation.com<br>-Login credentials for Leads Management Software

  • -SuranceBay emails (Carrier contracts). You will need to complete these via desktop PC or laptop (These cannot be completed on a mobile device).<br>***These need to be completed as soon as they are received. If you have questions or need any help, please reach out to your manager or Allison Dove for assistance***<br>--IMPORTANT!!—Once you have completed all SuranceBays, immediately TEXT Allison Dove to let her know you have completed.<br>Completing your SuranceBays will provide you the ability to be appointed with:<br>-Mutual of Omaha<br>-Americo<br>-Great Western<br>-TransAmerica<br>-AIG<br>-CVS/Aetna<br>-Royal Neighbors

  • **To become appointed with Liberty Bankers & United Home Life, you must have an app to submit and then follow these steps:<br>-Say “PENDING NASB” as your writing number for any phone interviews AND write it on the applications.<br>-Once you have written the application, Email Allison Dove<br>(allisondovenasb@gmail.com) to give her your client’s name and birthdate so that she can request your contract with the carrier.

  • **To become appointed with Elevation Carriers, please send Allison an email to request<br>contract & she will provide you with what you need to complete the request. These<br>carriers include: F&G, North American, Athene, & Assurity.

  • Once SuranceBays have been completed/approved, Within 5-14 business days, you will begin to receive carrier approval emails that will provide you with your Agent ID Numbers (You will have an individual writing number for each carrier.)<br>***Save these Agent ID numbers in your iPad or iPhone Notes app for easy access.

  • You will be registered to take your Anti-Money Laundering (AML) Training on the LIMRA website once you have written your first application with Mutual of Omaha or Americo. You will need to take this training immediately once it is available to you. Go to: knowledge.limra.com

  • -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*** Upon completion, Please immediately EMAIL Allison Dove<br>(allisondovenasb@gmail.com) a screenshot of completed AND your LIMRA login username and password so that she can submit it to the carriers.

  • 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”

  • Once you have received an email of your E&O Certificate:<br>-Please forward the PDF attachment of your certificate to Allison Dove<br>(allisondovenasb@gmail.com) titled with “your name and E&O certificate”

  • Schedule Training with your direct manager, or Greg will schedule a Zoom New Agent Crash Course. (Video will be required for Zoom call & you must stay engaged)<br><br>Training includes:<br>**Day 1: History of NASB, Reverse Engineer your Goals, P2P, The Funnel, Maximize Entitlements<br>--HOMEWORK—<br>1. Get familiar with Elevation.Market (Watch Sales Presentations)<br>2. Set up iPad<br>3. Download Apps<br><br>**Day 2: Leads, The Call Ahead, The Door Approach, 10 Steps<br>--HOMEWORK—<br>1. Get Contacts from Manager<br>2. Spreadsheets<br>3. Study Applications<br>4. Complete a couple mock applications (Check with manager to make sure they are done correctly)<br><br>**Day 3: Post Sale Admin, Back Office, Numbers Spreadsheets

  • Schedule 2-3 Ride-Alongs<br><br>Field training includes:<br><br>**Day 1: This is a full day in the field watching your direct manager do presentations. What to Expect: Dress Business Casual, You will be Role Playing, Taking Notes (bring iPad), & you will need to bring a packed 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 Your manager will provide you with roughly 20 complimentary leads in an area they select. You are to:<br>-Work ALONE in the field for 5 consecutive business days<br>-Conduct an in & up call in every presentation<br>-Stay engaged in communication daily with your direct manager for assistance and feedback via text, email, or phone. BE COACHABLE!<br><br>*NOTE: Once the SuranceBay carrier contracts are completed, you are cleared to write business in the field. Simply indicate “PENDING NASB” in the place of your writing number until your writing numbers (Agent ID numbers) are received. (Unless it is not a “Just in Time” state – example: PA)

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

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

  • 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.

  • 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.

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