STEP 1 | GET STARTED
Watch this brief introduction from Co-Founder and Chief Distribution Officer Jayson Bove. He’ll walk you through the first steps to get started and make the most of your journey with us. Let’s go!
STEP 2 & 3 | GET LICENSED & CONTRACTED
You’re on your way! Now, it’s time to schedule your state exam and complete your pre-licensing course. This is the key to getting licensed and unlocking your full potential at Universal Wealth.
Request Carrier Contracting
Do I need to create separate SureLC Accounts?
Yes, you need a separate account for Quantum and Universal Wealth. You can use the same email, but you'll need a different password for each. All data from your previous SureLC accounts will be imported.
Quantum appointments are JIT (Just-In Time) so you will need to contact contracting@universalwealth.com to activate carriers when you’re ready to write business.
STEP 1 | CREATE ACCOUNT
- Click Apply Now
- Click Register New Account & complete personal info
- When completing setup make sure to do the following:
- Profile information
- Answer all questions; supply supporting documentation if applicable
- CE & Training > Add New accounts > Link your CE provider accounts
- Purchase or upload E&O
- Signature
STEP 2 | GET E&O COVERAGE
This is only required if you don't already have E&O or need to renew your E&O Coverage
- Login to Universal Wealth SureLC
- Click E&O Insurance on the left side > Signup with CalSurance
- Select 2nd option (Fixed Indexed Annuities and Life, Health & Accident)
- Complete application
- Annual Revenue = Less than $100,000
- Upon approval, the policy will be automatically uploaded to SureLC
STEP 2 | REQUEST CARRIER CONTRACTS
- Login to UW Contracting Portal
- Click Requests
- Apply for carriers
- F&G Life
- Nationwide (AmeriLife) - Peak 10 Fixed Indexed Annuity ONLY
- Broker Dealer Appointment - "Independently through your BGA"
STEP 1 | CREATE ACCOUNT
- Click Apply Now
- Enter your information as prompted, the rest of your profile information should automatically be pulled from your Universal Wealth SureLC profile so no further setup will be required. You will need to select a different password for each SureLC account.
STEP 2 | Request Carrier Contracts
- Click Requests
- Complete ONLY the following appointments & add Product-Specific Training certificates to applicable appointments
- Nationwide - Annexus
- Fixed Life AND Fixed Annuity
- Broker Dealer Appointment - “Independently through your BGA”
- Who is your Annexus IDC Marketer Name = Marc Lindsey
- Athene Annuity & Life Company
- ANICO Annuity (Fixed Annuity ONLY)
- Fidelity & Guaranty Life Insurance Company
- Global Atlantic
- North American (ANNEXUS)
- Security Benefit
REQUEST CARRIER CONTRACT
- Email contract request to contracting@UniversalWealth.com
- Include your legal name & preferred email address
- You will receive an email with the application within 1 business day with the subject: Thank you for your interest in contracting with National Life Group!
- Check your spam folder if you do not see it in your inbox
- Complete application; make sure to complete the application in one sitting, do not start the app unless you have time to complete it fully as this will ensure a smooth appointment process
- Approval can take up to 10+ business days due to background check
- Non-resident appointment fees may apply
STEP 1 | REQUEST CARRIER CONTRACT
- Email the following documents to contracting@universalwealth.com (requests will not be processed without ALL documents)
- Crump Producer Agreement
- Complete page 1 & sign/date page 8 (wet signature or esign)
- Current E&O Certificate
- Resident Insurance License
- Allow 7-10 business days for Crump to process the request and send portal login information
STEP 2 | REGISTER SURELC ACCOUNT WITH CRUMP
- Login the Crump Agent Portal
- You will not have access until welcome email is received
- Click Get Contracted under Quick Links
- Create Your SureLC Account
- If you already have a SureLC with another IMO your data will transfer automatically
- Do NOT change the affiliation
STEP 2 | REQUEST CARRIER CONTRACTS
- Click Requests
- Apply for ONLY these carriers
- Allianz Life Ins Co of NorthAmerica
- Banner Life
- Symetra Life Ins Co
- United of Omaha
Income Producing Countdown
Every task you complete brings you closer to a powerful impact and life-changing income.
RECOMMENDED READING
Expand your knowledge, sharpen your skills, and unlock new levels of success with these carefully selected books. Each one offers powerful insights from industry leaders and experts to help you grow personally and professionally.
BUSINESS
DEVOPMENT BOOKS
Written by some of the most accomplished leaders in the industry, these books offer proven strategies to help you build and scale a highly successful business and agency. Gain insights from industry experts who have achieved remarkable growth and learn the principles that drive long-term success.
STEP 4 | STUDY THE SYSTEM & PREPARE
Education is the foundation of your success. We’ve put together a comprehensive training library designed to equip you with everything you need to navigate the industry with confidence.
STEP 5
- SCHEDULE TOP 3 ONE-ON-ONE APPOINTMENTS
- (4) BUSINESS LAUNCHES
MARRIED, AGE OVER 25, WITH CHILDREN, HOMEOWNERS, OCCUPATION/WORKING (MACHO)
Everyone should learn about money, but the market and demographic that tends to value our services and information the most is MACHO.
ENTREPRENEURIAL MINDED, LOOKING TO MAKE AN IMPACT, DISSATISFIED WITH THEIR CURRENT CAREER
People who value their time, understand their self-worth, have had previous success or those who are looking for change make for great candidates.
Who are the people that can learn, take advantage and benefit from learning the concepts of financial literacy and those who could become a credible referral source? This is your opportunity to create an effective referral network.
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. "Edifying” is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Name of Trainer).
He’s one of my business partners and he’s the one who changed my perspective about money and finance. (Name of Trainer), who is too modest to admit it, has helped me and many others get our finances in order. He is also one of the people helping me expand my business. I’ve got tremendous respect for (Name of Trainer) because he’s a great example of success and he’s also a great family man.
(Name of Trainer), I want to personally thank you for taking your time today. I know how busy you are and I appreciate you helping me show my good friends (Friends Name) what we do. Guys, make sure you pay attention to what he has to say.
Proper
EDIFICATION
Edifying is simply explaining to someone in a few sentences why they should trust the third party you are about to introduce to them. It should communicate quickly, simply and sincerely why you consider that third party to be an authority – and why what they have to say is both important and believable. Edifying is the honest and sincere process of making those qualities clear to someone new.
SAMPLE EDIFICATION
Before we get started, let me properly introduce (Trainer).
They're the person I’ve been working with and the one who’s changed my perspective about money and finance. (Trainer), who seems so modest, has helped us and so many get our finances in order and is one of the people heading up the expansion in our company. I’ve come to have tremendous respect for (Trainer) because not only are they having success, but they're also a great parents and examples to their family.
(Trainer), I want to personally thank you for taking your time today, I know how busy you are, and I appreciate you helping me show my good friends (Prospect) what we do. Guys, make sure you pay attention to what he has to say.
Now that you've identified the who, now what? Time to make the outreach. Your trainer will help guide you to ensure the best possible impression is made. Keep the following in mind, you are NEW and in TRAINING, so don't get too overwhelmed with having to know everything just yet.
What's the goal with your outreach? To schedule activity and complete your training. Use the scripts below:
Let ETHOR be your guide when you're trying to find the right words. What's ETHOR? It stands for Excited, Training, Help, Opinion, Referrals. So when reaching out or having a conversation with others your conversation can go something like this:
I'm EXCITED about this new endeavor/opportunity and so far what I've learned has had tremendous value and impact. I'm in my TRAINING phase and in the process of my certification and I could use your HELP with getting the butterflies out. I value your OPINION and I want to get your feedback about what I'm doing so you can send me some REFERRALS in the future! Could you help me out?
Text messages are a great way to generate activity and market your business. One effective strategy is the 3-way text message that you and your trainer can send out. It's a nonchalant way to get the ball rolling. You are welcome to copy and paste.
One on One
Hi (Person Name), I recently obtained my state license and I need a few hours of training to get certified. I am excited about it. I have added (Trainer's Name) to the text thread. They will be the one training me. I would really appreciate your help. What day _____or _____is better for you
Business Overview/Launch
1st message:
Hi (Person Name), I just got my state license and I need a few hours of training to get certified. I am excited about it. I want to do a group of close friend/family on zoom to celebrate and show you what I am doing. I have added (Trainer's Name) to this text thread, they will be the one training me. Want to do it _____ at ___pm AZ time. Can’t wait for you to see it!
YOUR TIME TO SHINE!
On this step, your goal is to watch, listen, and learn.
- You'll be taught how to properly introduce and EDIFY your trainer.
- Trainer will go over FORM to build rapport and customize the conversation.
- Your trainer will go over our overview to create DISTURB and intrigue.
- Depending on the individual(s) situation, one or more goals will take priority, i.e. more income, retirement, stability, insurance.
There are 3 ways to market your business.
- One-on-One - It's you, your trainer and prospect.
- Business/Company Overview - You invite prospects to one of the weekly held events.
- Business Launch - You and your trainer host a private event to launch your business with a select group of people.
The overall outcome is to leave with a positive impression, build credibility, raise awareness for referrals and potentially add a new agent or client.
WHAT HAPPENS NOW?
There are three outcomes when we discuss our concepts, company and mission.
- 100% are Impressed by what they learn, heard and saw
- 70% become a Client, because it makes sense
- 30% will JOIN you in business, because they're looking for a change, earn more money or looking to transition to a different industry or career
STEP 6
- HELP 4 FAMILIES
STEP 7
- EARN YOUR FIRST $1,000-$5,000
STEP 8
- EARN 1ST PROMOTION (SUBMIT 10 APPS OR 20,000 POINTS)
STEP 9
- EARN FINANCIAL PROFESSIONAL PROMOTION (FP) (SUBMIT 25 APPS OR 100,000 POINTS $50,000 WATCH- $100,000 RING)
- HELP 25+ FAMILIES ($50,000 WATCH- $100,000 RING)
Disclaimer: This website is for the exclusive use of Universal Wealth agents. It provides access to training, resources, and tools to support agent development. All content is intended for internal use only and may not be shared, copied, or distributed without authorization. Universal Wealth is not responsible for third-party content or external links.
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