Freedom Financial

Step 01

Introduction to Training

Watch Video

Start here. Watch the intro video to get oriented with the Freedom Financial system before moving on to the next steps.

Step 02

How to Finish Class Fast

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Resources

How to Get Licensed in FLNew Other States Licensing Resource LinksNew

Step 03

Getting Contracted

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Resources

Contracting Process FlowchartNew Carriers Contact SheetNew

Transfer Form: Enter your direct upline's name in the "New Upline" field when completing a Transfer Form.

Get Contracted with These 8 Carriers

American Amicable

American Home Life

Corebridge

Foresters

GTL

Mutual of Omaha

Royal Neighbors

Transamerica

Step 04

Goal Setting & Schedule

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Resources

Schedule & Activity Sheet

Step 05

Phone Training 101

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All Calls

All Calls Script All Calls Recordings – George All Calls Recordings – Dorothy

Live Wire

Live Wire ScriptNew Recording – Diana WilliamsNew

Direct Mail

Direct Mail ScriptNew Direct Mail Recording

Step 06

Lead Platforms

All Calls

All Calls $10K/Week Full-Time BlueprintNew All Calls $10K/Month Part-Time BlueprintNew All Calls LeadsNew

Direct Mail

Amerilife Direct Mail LeadsNew How to Purchase Direct Mail Leads via AmeriLifeNew

Bang Bang Leads

Bang Bang LeadsNew Bang Bang Leads – Power PackNew

Tools & Reference

Quick Lead Comparison ChartNew Insurance License Fees

Step 07

Sales Process

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Resources

Intake FormUpdated Policy Review GuideNew

Step 08

Referrals Video

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Resources

Emergency Contact SystemNew

Step 09

Personal Policies & Warm Market Appointments

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Resources

Warm Market List

Step 10

How to Handle a Chargeback

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Watch the video to learn how to handle chargebacks and protect your business.

Step 11

Tracking Your Business & Getting Policies Issued

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Resources

Pending Business & Submitted Numbers TrackerNew

Step 12

Product & Underwriting

Resources

Product PyramidNew Height & Weight ChartsNew Insurance Toolkits VideoNew

Websiteinsurancetoolkits.com

Usernameinfo@cornerstonefra.com

PasswordFreedom25!

All Products by Carrier

American AmicableNew American Home LifeNew CorebridgeNew ForestersNew GTLNew Mutual of OmahaNew Royal NeighborsNew TransamericaNew

Launch E-Applications

American Amicable E-AppNew American Home Life E-AppNew Corebridge E-AppNew Foresters E-AppNew GTL E-AppNew Mutual of Omaha E-AppNew Royal Neighbors E-AppNew Transamerica E-AppNew

Step 13

Compensation & How to Get Promoted

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Resources

Agent Levels Sales Track Builder Track Compensation GridNew

Step 14

Resources Section

Resources

Previous Team Trainings Show the Plan Slides