Step 01
Introduction to Training
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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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Step 03
Getting Contracted
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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
Step 05
Phone Training 101
Step 06
Lead Platforms
Step 07
Sales Process
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Step 08
Referrals Video
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Resources
Step 09
Personal Policies & Warm Market Appointments
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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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Step 12
Product & Underwriting
All Products by Carrier
Step 13
Compensation & How to Get Promoted
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Step 14
Resources Section