By Martin H Ruby For any saver who’s ever wondered “Am I doing this right?,” this book will give you the guidance and confidence to answer, “Yes.” Too many savers are operating under an old set of rules — rules that were created and tested decades ago for market conditions that no longer exist today. While most of us would …
8/19/2024: Carrier Comp Methods and 5 Ways to Ruin Your 1st Appointment 6/10/2024: SML Seminar Highlights
Welcome to our newly refreshed Agent Portal! We’re excited to introduce a streamlined, modern interface designed to provide you with all the tools and materials you need to assist your clients more effectively. Whether you’re looking for the latest product information, marketing resources, or client management tools, our updated platform offers a user-friendly experience to help you navigate and find …
Sales Submitted form; The AJF sales submitted form is one of an agent’s most important documents. It notifies the AJF home office that business has been submitted to carrier by you the agent. It also enables the company to keep track of the agent’s production for promotions and awards as outlined in the AJF comp plan. Please download this form, …
AJF Comp Plan; If you’re like most people we’re sure you’d like to know the requirements needed to increase your compensation level. Well, we have good news; At AJF you promote yourself! No that’s not a typo. As you produce more CP, commissionable premium, you’ll achieve higher commission rates per sale. There are two tracks to follow: Individual producer or Individual …
The process to become an Anthony Jacobs Financial licensed life agent. If you would like to have your own agent Business Cards like the sample below please fill out the form. If you have any questions, please contact Jacob Belt (JBelt@AnthonyJabcobs.com) or Anthony Politi(Anthony@AnthonyJacobs.com).
The process to become an Anthony Jacobs Financial licensed life agent. If you have any questions, please contact Jacob Belt (JBelt@AnthonyJabcobs.com) or Anthony Politi(Anthony@AnthonyJacobs.com).
The process to become an Anthony Jacobs Financial licensed life agent. The first step in becoming a life agent is to register for the Prelicense course: Upon entering the site, select course catalog, then select “Prelicense Exam Prep”. The next window will ask you to “Make a Selection” and provide your resident state. Continue to “select license or certification”. Select …
AJF Bank data sheet; The core of the AJF system is to help people on their journey to financial freedom. The AJF Bank data sheet provides the agent with a tool to properly gather all of a client’s pertinent financial information. This information is critical for proper case design and to accurately provide the clients with specific recommendations to meet their …
Best Results for a Paramedic; A paramedic exam is something most clients are not familiar with. Some maybe apprehensive about taking an exam. This form helps explain the process and helps your client prepare for the exam. You may find many of the recommendations to be common sense. They’re not to the client though. This maybe their first such exam!! This …
