A structured 3-stage path every new GFI agent walks — what to schedule, what to master, and what to hand off, with every script, form and recording in one place.
Get licensed, get trained, get a client experience on the calendar — all within the first week.
Start building a team — recruit, interview, and lean on your direct EMD for support.
Turn new agents into ambassadors who can run the full process themselves.
Every form, deck, and reading list referenced above, kept in one place instead of a shared drive.
The "Financial Independence Number" worksheet used in the FNA step of Onboarding 1.
Open the FIN worksheet →The client-facing deck for first appointments and financial reviews.
Open the deck →Side-by-side comparison deck for explaining IUL as a retirement alternative.
Open the deck →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, not files — link each to wherever you'd like agents to buy or stream them (Amazon, Audible, YouTube, etc.).