Your success here is determined by how you start building yourfoundation, completing these tasksbelow within the first week of contract approval.

  • Complete and Submit DocuSign Application

  • Receive Lincoln Heritage Welcome Letter & Writing Number

  • Obtain Negeb and & Associates Website access

  • COMPLETE N & A Video Orientation (In Order)

    1. Lincoln Heritage Funeral Advantage Plans

    2. Lead System

    3. Rate Book

    4. 4 Step Presentation

    5. Creating Value

    6. Accessing Lincoln Heritage Website (Leads/Supplies)

    7. Live Call Telesales, Door Knocking &Telesales Training

  • Obtain WhatsApp (English Agent/or Student Chat access)

  • Obtain DMB Website Access

  • CompleteBoot Camp Attendance (5 days, 8:45-9:45 am M-F)

  • Order business cards, 1st supplies, and shirt

  • Receive Digital Badge (send pic and info to Janelle Miller)

  • Receive New Agent Welcome Kit

  • Complete Action 30 Day Action Plan

  • Plug intoChampion Breakfast Call 7:30-8:30AM (Mon-Fri)

  • Submit request for 1st Lead Batch after orientation & presentation

  • Complete Coaching Session after working 1st Leads Batch

*If you have questions contact Janelle Miller in our office 832-582-4029

Funeral Advantage Plan video details the specific details about the two components of our final expense insurance plans.

Funeral Consumer Guardian Society Video: