Always operate with honesty, integrity and ethics. 

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Remember: As your upline I am your employee. I work for you. 

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GET PlUGGED IN

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☐ Join Private Facebook Group: HERE

☐ Text: JOIN to 224-225-8777

- Updates and Training Call Reminders

☐ Ask Manager for Slack Invite

- Group support & communication

☐ Join The FFL Corporate Email List: HERE​

☐ Start FFL America Bootcamp: HERE

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☐ Add weekly conference calls to your calendar

- Listen to previous recorded calls

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☐ LIKE these pages on Facebook:

- Family First Life Corporate

- Family First Life America 

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✅ Compensation Grid: FFLinfluence.com/join

✅ Request CRM Access

✅ Review your Comp Rate contracting packet

———

All Below @ fflinfluence.com/downloads 👇

 ✅iPad or Laptop w/ Wifi 

 ✅25 Financial Inventory

 ✅25 Client Profile Sheets

 ✅In-Home Agenda

 ✅Laminated State License & Credibility Sheet

———

 ✅Finish Bootcamp @

fflamericabootcamp.com

 ✅CRM Training @

https://youtu.be/naFcCx1M06Y

 ✅ID Badge/Polo/Jacket/ delivery notices/ bag /business cards 

https://www.ffl-store.com

 ✅List of all Writing Numbers (carriers will email you one by one within 4 weeks)

 ✅Buy a Personal Policy

 ✅Get PhoneBurner: Phoneburneragencytraining.com

 ✅Get Personal Capital:

personalcapital.com

(Track income + expenses)

 ✅Use FFLleadtracker.com

to track leads vs. production

✅ Lead Strategy Session

✅ Phoneburner Onboarding Session

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Bookmark these 👇

———

✅ Bookmark FFL Underwriting

Fflinfluence.com/products

✅ Bookmark LEAD FLOW-

Fflinfluence.com/leads

✅Bookmark CRM -

Fflcrm.com

✅Bookmark All Carrier Agent Portals + eApps + Quote Tools

fflinfluence.com 

✅ Bookmark Training Libraries:

#1. https://youtube.com/c/FFLUSA

#2. https://youtube.com/c/GradyPolcyn14

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Order these brochures 👇

———

Americo (go to agent.americo.com)

 ✅Folders

 ✅Strength & Stability Brochures

 ✅Mortgage Brochures

 ✅Eagle Whole Life Brochures

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Aetna (go to aetnaseniorproducts.com)

 ✅Folders

 ✅Aetna Accendo Brochures

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 ☎️ CALL CARRIERS

 ✅Ask about their products and learn the basics of each product

 ✅Check on Contracting Status

 ✅Call Americo and request them send policies to client 

———

Hiring

 ✅FFLAmerica.com/hiring

Contracting

 ✅FFLAmerica.com/contract

 (Choose Legacy Protectors)

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SAVE THIS CHECKLIST TO YOUR NOTES  

YOU WILL NEED TO REFER TO IT WHEN YOU HAVE QUESTIONS & CONCERNS