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Let's rearrange some furniture. It's important to be the moral authority and example before asking other's to get their house in order and do the same when it comes to personal finance. If your goal is to improve your financial situation, begin by learning and implementing a plan/program/strategy for yourself.

STEP 2.

COMPLETE PRE-LICENSING

INSTRUCTIONS

NO LICENSE? NO PROBLEM!

Let’s get you licensed asap. Our licensing coordinator will be reaching out to you to help you with the process. Below is an outline of the entire process. 

SIGN UP FOR EXAM PREP

If you haven't been enrolled into your course, you can follow these instructions to enroll.

  1. Go to Xcel Solutions
  2. Select Resident State
  3. Choose Life and Health Insurance
  4. Click the cart icon, then Go to Cart
  5. Add Elite1, click apply & click Proceed to Checkout
  6. Click Sign Up
  7. Complete Student Account & Contact Information sections
  8. Click Proceed to Checkout
  9. Complete Payment Information & Submit Your Order 

DOWNLOAD SOCRATIC

This learning app, powered by Google Al, helps you understand your school work at a high school and university level.

Ask Socratic a question and the app will find the best online resources for you to learn the concepts.

STEP 3.

SCHEDULE STATE INSURANCE LICENSE EXAM

Without a license, you can't be properly and fully compensated. So let's make sure we can take care of this step ASAP. Choose from one of the options below for instructions.

INSTRUCTIONS

SCHEDULE STATE EXAM

Each state has different requirements for testing, be sure to visit your state Insurance Department website for more details. 

REGISTER FOR EXAM

XCEL provides this helpful page with information on your states requirements, click here.

 

PASS EXAM & APPLY FOR LICENSE

INSTRUCTIONS

CONGRATS!

You have passed your state exam, now it's time to apply for your resident license & get fingerprinted.

APPLY FOR LICENSE

Allow 24 hours for your information to be updated in the system before you're able to apply for your license.

  1. Visit NIPR (National Insurance Producer Registry)
  2. Click on Individual
  3. Select Social Security Number
  4. Fill out Personal Information
  5. Click Start
  6. Click Producer Licensing
  7. Click Initial, then Resident
  8. Select your Resident State, then Next
  9. Select Life AND Accident & Health or Sickness (select only life if you didn't complete Health Exam)
  10. Click Next, fill out all required information
  11. Answer Employment & Background Information
  12. Click Next, then Pay Fee



Once your application gets processed allow up to 2-3 weeks for an approval.

COMPLETE FINGERPRINTING

Fingerprinting differs by state, pay attention to your resident state's specific requirements & follow the exact instructions for electronic fingerprinting. Follow this link to find fingerprinting instructions by state.

POST LICENSURE STEPS

INSTRUCTIONS

Congrats, you'RE LICENSED!

You have now received your license number from the NIPR.

CONTINUING EDUCATION COURSES

Complete the AML, Annuity & Long-Term Care Course. The AML course is designed to coach and train you to identify money laundering activities. Please be aware that every state has different requirements and fees.

  1. Create an account at Success CE 
  2. Choose BUY COURSES:
  3. Select State & License Category (Life/Health/Annuity (Reg BI)/Ethics/LTC/AML)
  4. Follow this link for specific courses by state
  5. Check box for Unlimited Success (get access to all courses for entire year)
  6. Coupon Code: REW2092474
  7. Upon completion, sign and check box for YES on each certificate

 

SETUP DIRECT DEPOSIT

  1. Login to Vantage
  2. Click Products > Licensed Products Contracting
  3. Scroll to bottom & complete Vantage EFT Authorization


STEP 4.

BUILD CONTACT LIST

START REQUIRED BOOKS

START THE SELF LEARNING - READ, LISTEN OR WATCH
Start by getting familiar with the concepts and ideas that the wealthy use and implement.

INDUSTRY &

PRODUCTS

INDUSTRY

PRODUCT BOOKS

These books cover why we're passionate about teaching people these important financial concepts.

PERSONAL

DEVELOPMENT

PERSONAL

DEVELOPMENT

These books will help you get through the mental blocks we all run into at times.

BUSINESS

MARKETING

BUSINESS

DEVELOPMENT BOOKS

These books will help you build a massive business and agency

GET APPOINTED

INSTRUCTIONS

GET APPOINTED!

You're almost ready to start writing business. Finish the appointment process using the below steps. If you need assistance reach out to your licensing coordinator/operations team.

COMPLETE APPOINTMENTS

Visit Get Appointed for carrier applications & instructions


COMPLETE PRODUCT TRAINING

  1. Go to Quantum Product Specific Training
  2. Select the carrier/product you’re looking for
  3. Start with these; others can be completed prior to writing business for those products
  4. Nationwide - New Heights Select 
  5. Annexus Athene - Athene BCA 2.0 (BCA681012_2019)
  6. Annexus Athene - Athene Velocity (Velocity_2019)
  7. Athene - Performance Elite (PerformanceElite_2015)
  8. North American - Secure Horizon & Secure Horizon Plus (21SFGNAC_03)
  9. You do NOT need to do trainings you have previously completed
  10. Upon completion download/screenshot completion certificate 
  11. Email all certificates to contracting@thequantum.com

AFTER APPOINTMENTS ARE APPROVED

You will NOT receive setup emails for Advisor HQ & MyAnnexus until Nationwide app is approved

COMPLETE ADVISOR HQ SETUP

This site is used to access Annuity and Life e-apps, Illustrations Request Portal, and new Business updates

  1. Upon approval of Nationwide app Quantum will send you an email
  2. Email will NOT be sent until at least one appointment is approved, can take up to 10+ business days
  3. Click link in Advisor HQ email to setup new password

SIGNUP FOR PIPELINE

This site is used to complete life apps

  1. Login to Advisor HQ
  2. Click Life e-App > Click Here for e-Applications
  3. Create an Account > enter personal info
  4. Click link in email to setup password

COMPLETE MYANNEXUS SETUP

This site is used to access Athene, Nationwide and North American Illustrator Software and product brochures

  1. Upon approval of Nationwide app Quantum will send you an email
  2. Email will NOT be sent until at least one appointment is approved, can take up to 10+ business days
  3. Click link in MyAnnexus email to setup new password

STEP 5.

SCHEDULE TOP 3 ONE ON ONE APPOINTMENTS

Our business is simple to understand and easy to learn. Here are the three areas to learn and master.

BUILD YOUR REFERRAL MACHINE

Want the learning process to be smooth, simple and almost too easy to believe? Have someone else present, articulate and market for you, while you watch so you can see first hand how it's done. Put together a database, an inventory of individuals that can provide you feedback, benefit from your experience and those that can be a great source of referrals.

BUILD YOUR DATABASE

BUILD YOUR

REFERRAL MACHINE

The best clients & agents come to us from referrals. Don't underestimate the power a credibility. Think about how you found your CPA, barber, esthetician, landscaper, etc. Word-of-mouth is the most effective form of marketing and it costs $0 to leverage. Who are the people you know who have great character, are honest, dedicate, relentless & trustworthy? Who's credibility can we leverage? Who are the people you'd be proud to have on your team and agency?

IDENTIFY

AUDIENCE

IDEAL CLIENTS

MARRIED, AGE OVER 25, WITH CHILDREN, HOMEOWNERS, OCCUPATION/WORKING (MACHO)

Everyone should learn about money, but the market and demographic that tends value our services and information the most is MACHO.

IDEAL AGENTS

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.

THE EDIFICATION PROCESS

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

THE EDIFICATION PROCESS

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 parent and example 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.

OUTREACH &

MARKETING

APPROACH & CONTACT - WHAT DO I 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:

ETHOR

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?

3-WAY TEXT MESSAGES

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. Feel free to copy and paste.


1st message:

Hey (Persons Name) I need some help. I was just given an opportunity to get state licensed and I need a few hours of training to get certified. I am pretty excited about this! I've added (Trainer) to this text thread. They will be the one training me. I have about 2 weeks to complete my on-the-field training and it's all via Zoom! Can I count on you?


2nd message:

Great! I have some availability on ______ and ______ of this week. Which time would work best for you?


Alternatively


1st message:

Hey (Persons Name) I need some help. I was just got state licensed and I need a few hours of training to get certified. I am pretty excited about this! I've added (Trainer) to this text thread. They will be the one training me. I have about 2 weeks to complete my on-the-field training and it's all via Zoom. Can I count on you?



3rd message:

By the way, I am matched up with a very knowledgeable trainer and they will be doing a zoom with me and you (and spouse) They'll be going over what I am going to be doing. All I need you to do is to ask questions and at the end possible send me some referrals. Thanks!

PRESENTATION

OVERVIEW

PRESENTATION & OVERVIEW

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, create awareness for referrals and potentially adding 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

SCHEDULE 1ST OF 4 BUSINESS LAUNCHES

STEP 6.

HELP FIRST 4 FAMILIES

STEP 7.

ACHIEVE FIRST PROMOTION (FIELD ASSOCIATE)

STEP 8.

ATTEND WEEKLY TRAINING

Learn our business from A-Z all week long. (Timezone is Arizona). Click Here to Subscribe to our Training Calendar


ATTEND FAST START SCHOOL

STEP 9.

BECOME A NET LICENSE (MAKE FIRST $1,000)

Earn your first $1,000 as an Entrepreneur and Business Owner

STEP 10.

HELP FIRST 10 FAMILIES

ACHIEVE SECOND PROMOTION

(SENIOR ASSOCIATE)

STEP 11.

BECOME A ELITE BUILDER

HELP 30 FAMILIES

STEP 12.

ACHIEVE MARKETING DIRECTOR PROMOTION

MAKE $20,000 IN CASH FLOW

Contact

Operations Team

Licensing Team


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