GFI AGENT ONBOARDING
Your step-by-step roadmap to successfully complete Onboarding 1–3, build your agency, and create momentum from day one.
Once the interview is complete, these three things need to get scheduled first.
PurposeSchedule the new agent's test within 24 hours and use internal consumption, if appropriate, to build belief in the mission and system.
PurposeBegin building the trainee's agency with a goal of 3 BPs in 7 days. Lead the trainee through recruiting and interviewing, and connect them with their direct EMD for support.
PurposeSchedule 10 qualified field training appointments with the trainee and help them reach their first promotion.
Every form, deck, and reading list referenced above, kept in one place instead of a shared drive.
The client-facing deck for first appointments and financial reviews.
Open the deck →The interview deck used to evaluate and onboard potential business partners.
Open the deck →The slide deck used to walk a trainee through Onboarding 2 with their EMD.
Open the deck →How a properly structured, max-funded IUL beats a 401(k) — the side-by-side breakdown for explaining IUL as a retirement alternative.
Watch the video →Beginner-friendly tips for joining Zoom meetings smoothly — audio, video, framing, and presenting yourself professionally.
Open the guide →How the wealthy use cash value life insurance as a tax-advantaged personal bank. Required reading before your first client conversation.
Read the book →The titles above are reading recommendations — linked titles are available in full; the rest can be found wherever you'd like to buy or stream them (Amazon, Audible, YouTube, etc.).