New Agent Welcome
New Agent Welcome
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New Agent Onboarding
New Agent Onboarding
Our step-by-step Onboarding course ensures that you are taught the fundamentals of our agency, understand our systems, and are prepared to start running your business.
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Freshman Course Curriculum
Freshman Course Curriculum
All new hires are to complete the Freshman Course Curriculum which will cover topics ranging from Product Basics, How to Consult a Client, Growing and Marketing Your Business, How to Build a Team, and much more! Once you've completed the Freshman Course Curriculum, you will then graduate to the Licensed Agent Course Curriculum.
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UE Advanced Agent Courses and Toolkit
Unlock for $99
UE Advanced Agent Courses and Toolkit
Our Advanced Agent Courses and Toolkit is a comprehensive resource for agents in the insurance industry (Life, Health, Accident, and Annuities) who want clear systems and tools to help them run and grow a viable book of business. Resources include: Tools needed to run clear daily and weekly systems Activity generating campaigns Tracking protocols and best practices Strategy packet with actionable steps Exclusive trainings and calls And more!
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Additional Trainings
Additional Trainings
Did you graduate from the Freshman Course Curriculum? Congratulations! Our Licensed Agent Course Curriculum will help you to become a professional in the field, build and maintain a high quality book of business, service your clients thoroughly, and more!
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Certified Field Trainer Academy
Private Course
Certified Field Trainer Academy
Verified academy for those committed to leveling up and becoming a Certified Field Trainer. This comprehensive academy includes homework, deliverables, and a final exam.
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Licensing & Contracting Guide
Licensing & Contracting Guide
The ultimate guide to getting licensed and contracted in the industry!
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SOCIAL MEDIA MARKETING
SOCIAL MEDIA MARKETING
Here is where I will be posting the weekly campaigns for DM's, posts, responses, reels, and current events in the social media world
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Entrepreneur Workshop
Entrepreneur Workshop
This is a 1 hour deep dive into the steps required to get started in business with UE Financial Group. This is for people who are serious about becoming business owners. Enjoy
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8 Ways We Help Families
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