Partner resources for onboarding, compliance, commissions, and support.
Steps to get appointed and start selling.
Indicative structure; actual schedules vary by carrier and product.
| Product | Base % | Tier Bonus | Advance |
|---|---|---|---|
| Term Life | 70% | +5% at $50K AP | Up to 6 months |
| Whole Life | 90% | +10% at $75K AP | Up to 9 months |
| Universal Life | 85% | +8% at $60K AP | Up to 9 months |
| Final Expense | 60% | +3% at $30K AP | Up to 3 months |
Resources to build pipeline and close confidently.
Printable and digital assets for client meetings.
Outreach sequences and follow-up scripts.
Step-by-step support for carrier software.
Path to California appointment and renewals.
Complete education hours and exam scheduling.
Submit fingerprints and licensing forms.
Carrier appointments and continuing education.
Track CE credits and renewal timelines.
Active state licenses required. We support CA licensing and renewals.
Digital onboarding with carrier appointments and product training.
Transparent schedules with performance tiers and advances.
Co-branded materials, templates, and lead-generation support.
HIPAA, AML, and carrier guidelines with regular audits.
Dedicated desk for quotes, illustrations, and case management.
E-apps, e-signature, and CRM integrations for efficient workflows.
Term, whole, IUL, survivorship, final expense, and riders.
Weekly webinars and case studies to build expertise.