The opportunity
This isn’t just another job. For someone willing to learn, stay consistent, and build production, life insurance can create an entirely different relationship with income. We cover your pre-licensing course, map out your first steps, and train you alongside experienced producers, so you’re not figuring it out by yourself.
The work
Reach people who want to protect their families through inquiries, referrals, and compliant outreach.
Learn who they’re protecting, what they want covered, and what they can comfortably afford.
Explain how the types of coverage differ, in plain language, so the family can decide with confidence.
Compare products from the carriers you’re appointed with and authorized to offer.
Complete the application accurately with the client and submit it to the carrier, which makes the underwriting decision.
Walk them through underwriting: what the carrier needs, how long it takes, and what happens next.
Stay the person they call after coverage is in place, for reviews, beneficiary changes, and questions.
What you’re stepping into
We take care of your pre-licensing course and map out your first steps toward a state license.
Products, process, and the conversation itself, taught in order so you always know what to learn next.
Log in with the team from wherever you work.
Learn around Hall of Fame producers and experienced leaders who have already built at a high level.
A clear structure for every conversation, with the words to use and the next step after each answer.
The workspace at the center of the producer workflow. Agent access is rolling out.
How to choose your sources, work them, and follow up, taught step by step.
A repeatable path from first call to placed policy.
The roadmap
01
Work through the course your state requires. It’s covered.
02
Pass your state exam and apply for your license. We help you through each step.
03
Learn the products, the process, and the conversation in structured training.
04
Choose your lead sources and prospecting approach with guidance, and set a plan.
05
Run calls with scripts and a clear call structure, so you always know the next step.
06
Help families choose coverage and complete their applications.
07
Stay on top of underwriting, callbacks, and every next step until the policy is issued and paid.
08
Issued and paid policies are your production, and production is what you’re paid on.
09
Review your calls, sharpen your skills, and run it again, a little better each time.
Daily virtual office
Join training and walk through the products, the process, and the conversation.
Bring the call that didn’t go right and get help working through it.
Listen as experienced producers work through real situations.
Run the conversation with the team until it feels natural.
Have people to turn to when a day or a whole week gets hard.
Stay close to people working toward the same goals you are.
Bet on yourself. Not by yourself.
ProducerPoint
Call Companion puts the script on screen one step at a time. You choose the prospect’s answer, the next step appears, and you always know where the conversation stands.
Your talk tracks sit right beside the call. When a prospect pushes back, the response is one click away, and you return to the same spot in the script.
After every call, record what happened and set the next step. Callbacks and appointments land in one queue, with anything overdue or due today at the top.
Plan your week, then record your own start, breaks, and end of day. It’s a simple way to hold yourself to the schedule you set.
Keep videos, guides, and links organized in the same workspace as your calls. Mark what you’ve finished and pin what you’re studying to your dashboard.
Switch the ProducerPoint interface between English and Spanish in one click. Scripts and objection responses are in English today.
You focus on the conversation. ProducerPoint keeps the rest in order.
Apply to learn moreYou place every call and choose every next step. ProducerPoint doesn’t make underwriting decisions or predict outcomes. Agent access is rolling out, and we’ll walk you through where it stands when we talk.
Finding clients
Producers can use lead generation and prospecting strategies to connect with people who have shown interest in protecting their families. We’ll help you understand the options, choose an approach that fits where you are, and learn how to work those opportunities consistently.
You won’t be left to figure out what to say. You’ll learn how to follow up, handle the hard questions, and build the skill to turn activity into production, with experienced producers to ask when you’re stuck.
When someone has already asked about coverage, your first call starts as a conversation instead of a cold pitch.
Take care of a family and they may introduce you to the people they care about. Over time, referrals can become a real part of your business.
Local events and marketing you choose to run can put you in front of new people. You decide where to show up.
Start small, then put more behind the sources that work for you.
Leads are a tool. The skill is learning what to do when the phone rings.
Lead questions, answeredWho thrives here
Your time
9:00am
Plan the day, study, and practice the conversation.
10:00am
Calls and emails to new inquiries, plus texts where people have opted in.
12:00pm
Sit down with a family by phone or video and learn what they want to protect.
2:00pm
Submit applications and help clients through underwriting requests.
4:00pm
Return calls, confirm appointments, and keep your notes current.
6:00pm
Many clients are only free after their own workday.
How you’re paid
At a traditional job, your paycheck is usually decided before the workday starts. In this business, your income follows the business you produce.
For some people, life insurance begins as supplemental income. For others, it can become a full-time career that changes what they thought was financially possible. The opportunity grows as your skill, consistency, and production grow.
You get out what you put in.
You’re not waiting for someone to approve your next raise. You’re learning how to produce more.
Get paid for production.
When a policy you write is issued and paid, you earn commission based on the premium and your carrier contract.
Know what your business pays.
Your commission percentage depends on the carrier, the product, and your contract level. As you get started, we help you understand how the numbers work so you’re not guessing.
Your effort has somewhere to go.
You’re an independent producer. You control your schedule, build your activity, and learn how to reinvest in your business as you grow.
Here’s the math on one policy, from monthly premium to commission.
Hypothetical · educational only
Results vary, but this business rewards activity, consistency, skill, and production. What you build with the opportunity depends on what you put into it.
Two ways in
No insurance background
We’ll help you get licensed, then train and mentor you as you learn the business, one step at a time.
What happens next
Licensed producers
Keep sharpening your craft with a team behind you: ongoing training, mentorship, and a culture built on consistent work.
What happens next
You don’t need to know everything today. You need to decide whether you’re willing to learn, work, and give yourself a real shot. The roadmap, mentorship, and system are already here.