Meet

Your Support Team

New Agent Week 1 Steps

Step 1: Register for XCEL Pre-Licensing Course

This course provides a solid foundation to help you prepare to pass your Life licensing exam. XCEL’s proven 3-part training system that has been carefully designed to cover every topic of the exam while preparing you to pass in as little as 2 weeks.

Step 2: Schedule Licensing Class 1

In this short Zoom meeting with your licensing coordinator, you will get assistance on how to navigate scheduling your exam in you resident state.

*Please be on a laptop with your camera on and be prepared to pay for your registration to take the exam.

Step 3: Schedule Onboarding 1 With Your Trainer

We will kick off your business orientation by getting to know one another and addressing any questions you might have!

Following that, we’ll dedicate some time to integrating you into our Mighty Network community and setting up your Trello account to assist you in tracking your business activities.

Step 4: Schedule Personal Financial Review With Your Trainer

This will be an invaluable learning opportunity for you, giving insight into how we develop financial plans for our clients. We will dive deeper into the products and services we offer to families.

Introduction to Onboarding 1

In this video, we'll dive deeper into the GFI business model and the three primary products we assist our clients with.

Additionally, we will provide a more detailed breakdown of the GFI compensation plan.