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: