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ORIENTATION SHEENA SAPAULA

CAPTAINS GUEST LOG

Promotion Guidelines 

This set of three printable sign-in sheets is ideal for various business needs, including guest registration, licensed agent tracking, and non-licensed agent sign-ins.

Guest & Agent Sign-In Sheets

This product includes forms to assess retirement certainty, current savings, ideal income, and interest in financial programs. It helps users evaluate their financial status and future goals.

Guest Survey

This form authorizes contract changes for associate promotions within PHP Agency, detailing level changes and required upline approvals. It also includes a section for requesting a Builder's Exchange Leg for newly promoted downline MDs.

 Promotion Contract Change Form

Excel WRITING AGENT KIT

This worksheet helps you organize your top 25 business contacts, track their information, and note their relationship and profile details.

Top 25

Top 25 Sheet

This document provides a comprehensive tracking sheet for new associates, detailing their progress through various stages including training, event participation, and licensing requirements.

Associate  Filter Tracker

This comprehensive packet guides new associates through the Integrity Fast Start System, including state license requirements, a business plan, financial lifestyle strategy, and client tracking worksheets.

Fast Start Packet

This comprehensive packet includes essential forms for life insurance applications, covering applicant details, medical history, financial information, and emergency contacts.

Life Insurance Application 

PHP Portal

This weekly execution calendar provides a structured schedule for individuals transitioning from employee to entrepreneur, including mindset, training, and scaling activities.

Weekly Calendar

TEAM-DOMINATION

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TEAM-DOMINATION

WELCOME! New Agent Resources⬇️

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