Onboarding Kit

How long have you had your license?

Why did you get into the business?

If you have had your license before, what was your annual first year commission?

What is your personal goal to grow to in this industry?

What do you think is or was holding you back?

Do you own a policy of any kind on yourself?

What do you feel like is your weakest attribute related to this industry?

Who or What do you want your ideal client to look like? Age, Income Level, Demographic

What type of policies do you want to focus on? IBC, Volatility Buffer, Legacy, Family Protection, Disability, LTC

What drew you to LIFE180?

What is your expectation of LIFE180?

What is your end goal with LIFE180 as a role?

What do you feel your natural market is or would be, and who do you want to work with?