Phase 1

Welcome New Associates.

This page will help you get more familiar with our process, resources, and systems as we grow towards our mission of financial literacy in all communities.

Required Reading

The Retirement Miracle By Patrick Kelly
Money, Wealth, Life Insurance By Jake Thompson
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Step 1

Watch the Orientation video


Download the orientation PDF

Step 2

Fill out the Financial Data Sheet

Download the Financial Data Sheet

Step 3

Watch the Fast Start video


Download the Fast Start PDF

Step 4

Watch the Scripting video

Download the Setting A FT Script PDF


Download the Common Questions Script PDF

Download the Edification Script PDF

21300 Victory Blvd Suite #120

Woodland Hills, CA 91367