Email a professional headshot of yourself to careers@finalwishesadvisors.com. Yes, go ahead and do that now! Be sure to include your name in the subject line
Next, download Telegram, which is our group chat messaging system and create an account. Telegram is designed to provide support, updates, motivation, and laugh your way through becoming a successful Final Wishes Advisor with our company. As long as you stay plugged in and follow the system, we will all be here to support you through this awesome new journey with us.
For the Apple iPhone iOS Telegram app download: CLICK HERE
For the Android phone app download: CLICK HERE
Once you downloaded the app, please click on the following link to be added to the FWA channel: CLICK HERE
*When setting up your Telegram account, be sure to add a headshot for your profile 🙂
One by one, as your appointments start to come through, your first step is to register for access to each carrier’s agent portal. Do this the moment you receive your welcome email from each carrier! It is imperative that you get organized and remain that way from day 1. Waiting for your work to pile up is a recipe for short cuts and disaster. Once accessed, BOOKMARK THE LOGIN PAGE AND SAVE YOUR LOGIN CREDENTIALS. From there, you should place an order right away for each tangible item that carrier offers in relation to the products you are offering. Final Wishes Planners, product brochures, inserts, disclosures, etc. These carriers do not charge for the supplies or any shipping fees.
The software we use for underwriting and quoting is Insurance Toolkits. We have learned that this is the most simple and effective software on the market and comes with a nominal monthly fee of $40. Go to https://insurancetoolkits.com/ and watch the first 24 minutes of the product demo on the Home page. This demo serves more as a training video and thoroughly explains every feature it has and how to use their platform. When ready to roll, be sure to sign up for their 2 week free trial.
As far as business cards are concerned, we recommend ordering through Vistaprint. You may create your own cards using your own personal logo and business name or you may use the FWA logo, if you prefer. You may list your address on your business cards or you may use the FWA corporate office address, which is:
23 Public Square, Suite 260, Belleville, IL 62220
Your First Policy: Imagine being in a profession trying to convince people to purchase a life insurance policy when you don’t even have one yourself. In order to have a real chance in this profession, you should be a consumer of your own product and write your first policy on yourself, if you do not currently have life insurance. If you are relatively young and in excellent health, you might want to consider applying for a fully underwritten policy for 2 reasons: 1) You will get a much better rate than jet or simplified issue plans and 2) you will have way more appreciation for the simplified application process when servicing your clients
All career agents, begin your Project 300 list! Project 300 is a list of 300 names and phone numbers of all those you know who are 40+ years old. Classmates, friends, family, church members, neighbors, associates from past jobs, past employers, current and former clients, members of clubs, any and everyone including the people you didn’t like in high school. Here’s the bottom line: If you know their first name and have their phone number, they should be on this list. Don’t put all your effort into selling to people you DON’T know and ignoring all the people you DO know. I am always astounded that people do not first get in contact with their power base when your power base is made up of people who will be happy to hear from you and want to know what you’re up to. Think about it, one of the fastest way to NOT get into power in your career is to abandon those who love, care or have some interest in your life.
Product Knowledge – You should be an expert on the products you are marketing. It is important to know about the products, programs and solutions you are going to present to your client:
Read through each carrier’s Agent Manuals but focus only on their final expense and term products.
Training is initial, development is ongoing and forever. If you are really big into fitness but stopped working out for a few months, what effect do you think that would have on your body? Would you stay toned and in shape? Probably not and it’s no different for sales professionals either. You must train Every. Single. Day. in order to stay sharp, focused and skills honed. Also, just like sporting events where the teams stretch, warm up, do drills and get prepared for game time, in sales it’s no different. These weekly zoom calls are designed to keep you sharp and prepared for the new week so you can hit the ground running at the start of the gun. These calls are less than 1 hour and must be a part of your weekly routine so make sure to never schedule any meetings or appointments at this time every Monday morning.
Address: 23 Public Square, Suite 260 Belleville, IL 62221
Call Us: 1.800.789.6556 
Email: info@finalwishesadvisors.com
