Total LifetimeCare Insurance Group, Ltd.

The Agent Vault

Good Information Shouldn’t Come With a Sales Pitch.

Practical tools, educational resources and useful information for independent insurance professionals. Explore what’s available. Use what helps your business.

Resources

Featured Guide

7 Questions to Ask Any Upline Before You Contract

Two pages. Each question comes with why it matters and what a straight answer sounds like. Ask them of anyone, including us.

  • Why each question matters
  • What a straight answer sounds like
  • A PDF you can keep and use on any call
Get the Guide
  1. Do I own my book of business, and can that ever change?
  2. If I decide to leave, will you release me? How quickly?
  3. What’s this relationship really going to cost me?
  4. What commission level am I actually getting?
  5. Who actually pays my commissions?
  6. Do I have to recruit, buy anything, or meet a production quota?
  7. When something goes wrong, who am I actually going to talk to?

Checklist

Switching Uplines Checklist

Ten practical steps for agents and agency owners considering a change: agreements, book ownership, releases, commissions, chargebacks and timing. Use it with any upline you are considering, including us.

Open the Checklist

Overview

Agent Legacy & Succession Program

An optional, individualized program of written arrangements intended to help preserve continuity of client service when an agent retires or can no longer work. Participation is voluntary.

Read the Overview

Continuing education. No CE event dates are currently scheduled.

CE information

New resources are added to the Vault as they become available.

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