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Video & Learning Archive
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REFERENCE GUIDES & MORE
Agent Presentation Flip-Book
Fillable Fact Finder
New Agent Survival Kit
In-Depth Fact Finder
Marketing Guide
Quoting Tools & Back Office Reference List
Presentation Guide
SYSTEMS TRAINING VIDEOS
MAX for Beginners
How to Organize with MAX
Quoting Tools & Back-Office Overview
MAX Marketing Tools Overview
ASB Dashboard Overview
Integrity Connect Overview
MEET THE ELITE ARCHIVE
#1
04/2024; SAGE
#3
06/2024; Marketing & Referrals
#5
08/2024; Affinity Revisited
#7
10/2024; MAX & AEP
#9
12/2024; Planning for 2025
#12
03/2025; Art of Prospecting
#14
05/2025; Advanced Concepts w/Renaker
#16
08/2025; Final Expense
#18
10/2025; AEP Kick-Off
#20
12/2025; Prepping for a New Year
#2
05/2024; Affinity Marketing
#4
07/2024; Advanced Life
#6
09/2024; Incidentals
#8
11/2024; Relationship Building
#11
02/2025; Renaker & COMRA
#13
04/2025; SAGE Revisited
#15
07/2025; Fact Finding w/Renaker
#17
09/2025; Step on the Dance Floor
#19
11/2025; Annuity Fact Finding
#21
01/2026; Goal Setting & Business Plans
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