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Scripts

Prospecting Sheets

Gathering Sheet

Fillable Gathering Sheet

Prospecting Sheet

How to Add FFM Agent Broker Role

15 Minute Planner

Get Licensed

Cost of State Licenses

Carrier Fees

Continuing Ed (PW: COMPASS)

E & O Insurance (Minimum of $1M Covg)

Licensing Steps

​A. Create An Account (Pre-Licensing Course)

  1. Go to www.xcelsolutions.com 

  2. In the drop down select "Insurance Pre-Licensing English/Spanish"

  3. Select your state and hit "Continue"

  4. Select your course bundle by clicking on the price icon: Health & Life

  5. Select "Go to Cart"

  6. Agency discount code: WFG

  7. Complete your checkout & registration - the price should change to $29.99.

B. Complete the Pre-Licensing Course

  1. Complete basic modules & the final pre-test courses.

  2. Once the completed, you will receive a link to a "cram exam".

  3. Continue taking the cram exam over & over until you are passing at 80-90%.

C. Schedule & Pass the State Exam

   1. Schedule Exam: https://home.pearsonvue.com/

   2. Once passed, apply for your license - $50.

   3. Once you received the certificate of completion, schedule an expedited interview with us by clicking here

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NEED HELP?

Final Attempt

Guide to Simple Close

Krivelow's 1st Call

Michael Dye's Script

Top Broker Scripts

Phil Vogt Script

Phil Vogt Group Script

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