Page 36 - Impact Legacy Group : Onboarding Guide

TRAINING

MONDAY MORNING
LAUNCH CALL Monday

Executive Team 8:30 AM CST / 9:30 AM EST
We are made for Impact! Each week we come together to inspire, motivate and celebrate our community. Get your week
.started with focus, energy and enthusiasm
https://Impactlegacygroup.com/Launch
WEEKLY TRAININGS
ANNUITIES, LIFE, AND LONG-TERM CARE
TRAINING Tuesday
Pat Schmidt / Matt Smith 9:00 AM CST / 10:00 AM EST

Annuities, traditional life, and long-term care products do not need to be confusing. Many agents do not write this type of
business because they do not know how. This can leave the client in an undesirable position. Matt Smith and Pat Schmidt
are here to help you gain a better understanding of these important product lines so that you feel empowered to serve
your clients better.
https://impactlegacygroup.com/retiretraining

SIMPLIFIED LIFE
TRAINING ALT Wednesday

Chris Ball 9:00 AM CST / 10:00 AM EST
Join us each week as we provide you with practical tools to enhance your efficiency in life sales. We alternate weekly
between showcasing a chosen carrier partner and highlighting key tools and resources within Impact Link to simplify
your sales processes, boost your competence and become more profitable.
https://impactlegacygroup.com/impactsimplife

THIS IS IMPACT
ONBOARDING ALT Wednesday

Zach McElwain and Bart Phillips 9:00 AM CST / 10:00 AM EST

How do I find training? How do I buy leads? How do I submit sales for credit? Find all these answers and more with Zach
McElwain and Bart Phillips as they onboard agents into Impact Link. This training is great for new agents and those who
need a refresher!
https://impactlegacygroup.com/onboarding

LIFE INSURANCE ACADEMY
COACHING CALL Thursday
Life Insurance Academy Team 9:30 AM CST / 10:30 AM EST

Are you ready to win? Each week we give you TRANSFERABLE tools that will empower you to sell more and grow your
agency. Do not miss this opportunity to level up! Get answers, discover a path, grow your business!
https://lifeinsuranceacademy.org/coaching

MEDICARE, HEALTH AND ANCILLARY
PRODUCT TRAINING
Friday
Ty James / Dallas Keithley 9:00 AM CST / 10:00 AM EST
Millions of Americans are seeking competent guidance for their Medicare and health insurance needs. The process can
be confusing, and they need someone to guide them through what often appears to be a complex maze. Ty James and
Dallas Keithley are dedicated to clearing the fog for agents, empowering them to offer better guidance to their clients.
Medicare, health, and ancillary products present significant selling and cross-selling opportunities. Don’t miss out on this
valuable training!
https://impactlegacygroup.com/101

36 ONBOARDING GUIDE IMPACT LEGACY GROUP