Step One: 

Get setup with products and solutions for your clients

Complete the following contracting:

• Altrua’s Select Silver 2750
  –Including Certification & Training
• Ancillary Products:
  -Washington National First Choice- Cancer & Accidental in 1 plan
  -Surebridge and VBA if you already have Washington National
• Carriers for Life Products
  -National Life Group & Minnesota Life for IUL Products
  -Transamerica & Royal Neighbors for Term/Mortgage Protection/Final Expense

Step Two:

Training for Health & Life Products

Training/Preparation Steps

• Watch Altrua Client Enrollment Video
• Watch Life & Health Cost Analysis Video
• Training for your Ancillary Products:
  -Washington National: Active Care
  – Surebridge CancerWise & VBA’s Accidental if Washington National is not an option
• Training on Life Products Chosen:
  -IUL: FlexLife with NLG &/or Omega Builder with Minnesota Life
  -Simplified Life: Term and/or Whole Life
  -Term: Trendsetter LB with TA and/or JETerm with RNA
  -Whole Life: Immediate Solutions with TA and/or SIWL & Essential Whole Life with RNA

Step Three: 

Identify Your Clients & Potential Recruits

Work to get 3 clients or recruits within 2 weeks of starting!

Get In Front of People with your newfound knowledge

• Yourself: Believe in what you sell and so will your clients!
• People you care about: Don’t let your loved ones go without protection they will need
• Refferals
  -Flyers are great to open up the conversation
  – People you help will want you to help their family and friends
• Leads
  -Take advantage or our exclusive lead program