My Agency Resource https://myagencyresource.com Insurance Agent Resource Center Fri, 13 Oct 2017 03:25:40 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://myagencyresource.com/wp-content/uploads/2017/09/cropped-Logomakr_2v0JIb-32x32.png My Agency Resource https://myagencyresource.com 32 32 We’re Up! https://myagencyresource.com/were-up/ Fri, 13 Oct 2017 03:14:03 +0000 http://myagencyresource.com/?p=27188

We're Up and running!  It is a work in progress so please be patient!  You should now have your first News Letter!

In the newsletter, we will cover new events of the week, the latest additions to the site, quizzes that will keep you on your toes, quotes and anything else we cant think of! 🙂

Every time we add something to the site, we will create "News" in the feed and you will be notified automatically with the newsletter. Be sure and add the address to your contacts... news@myagencyresource.com

Don't forget! Equis Financial is discontinuing its relationship with American Amicable/Occidental, United Home Life, and Gerber effective immediately.

 

We will be accepting new business applications for these carriers until 5:00 PM Friday, October 13, 2017All applications submitted after the deadline will be returned to the agent. We have removed those paper apps and brochures from the site.
A new feature that will have been added are the weekly calls.  Click HERE to go to the page.
There is only one call for now, but we will be adding specific archived calls.  One thing you will notice is each agency will have its own icon for immediate identification.  We will be adding other agencies as we grow and as teams develop their own calls.  The two initial icons to get started are the Valdez Group and The Reeves Agency.
Please let us know what you want to see added to the site.  In time, we will get to it.  Our goal is to make things as easy as possible for you!  We believe that this site and the Equis training platform (Launch Pad) will help you with your training and educational goals.
If you have any idea's, questions, or concerns, please let your manager know!
My Agency Resource Team
]]> How to create a Gravitar https://myagencyresource.com/how-to-create-a-gravitar/ Sat, 30 Sep 2017 18:33:25 +0000 http://myagencyresource.com/?p=26723 Content coming soon.

]]> Welcome to My Agency Resource https://myagencyresource.com/welcome-to-my-agency-resource-2/ Sat, 30 Sep 2017 18:27:42 +0000 http://myagencyresource.com/?p=26718 Good day all!

This is our first post as we introduce the My Agency Resource website.  As we release new data and links to the site, you will be the first to know through our Newsletter.  You will receive these on a regular basis as we get started.

What you can expect from us our updates:

Regional weekly calls:

We know that a majority of you work during the day and cannot attend our Regional Sales call with our Regional Manager, Eric Valdez.  We are are adding a link each week with a brief description of the call.

Underwriting Guides:

These guides will be available at the touch of a finger while you're in the home.

Applications:

Paper applications will be available for those that are not in the ipipeline software on the Equis Dashboard. Please be patient as we load these applications.  If you need one specific, please get with your manager.

Agent Guides:

These are guides to specific products for all of the carriers. If you need a quick reference, you can access them through this site. Again, not all of these are available, but we wanted to get as much out as possible to start!

Advanced market training:

This will come a little later in most of your carriers, or until you at least have E and O insurance.  We will have videos on how to run illustrations, how to sell these products and concepts that are used in the sale.  These products have been called Advanced Market Training, However, there is really nothing 'Advanced' about them.  They are a little more complicated to learn, yes, they just take a little more practice and study. Most of these products will cover IUL (Index Universal Life) and traditional Whole life.

Recruiting:

We will have a section that will you understand the in and out's of building a team.

We hope that you will enjoy the site and that it helps grow your business beyond your wildest dreams.

Feel Free to leave a comment.  In order to do that, you must have a Gravitar.  To THIS post to learn how to set-up one.

M.A.R. Team

]]> Illustrating an NLG IUL saved from phone quote https://myagencyresource.com/illustrating-an-nlg-iul-saved-from-phone-quote/ https://myagencyresource.com/illustrating-an-nlg-iul-saved-from-phone-quote/#comments Fri, 29 Sep 2017 02:28:29 +0000 http://myagencyresource.com/?p=26649

In this post, you will learn how to illustrate an IUL after quoting a basic retirement plan from the National Life Group App.

First, you will need to download the app from the App Store.  Click HERE to see what the App looks Like.

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