Digital Briefcase

Carrier Portals

Allianz

Quicklinks & Carrier How-To’s

Quicklinks

📦 Carrier Portal

Carrier Contact List

Carrier How-To’s

📊 CFT Resources

Lionstar CFT In Progress

Recruiting Presentation

Client Presentation CFT Training Videos CFT Training Registration Push Months End Form

📞 Leads Scripts & Guides

Lead Bootcamp with AJ Power Dialer Video

How to Purchase Lead

Script: Mortgage Protection Plan Script: Final Expense

Script: Recruitment Call

How to Handle Objection

👤 Agent Resources

English

Rollover Opportunities

Onboarding 1 | 2 | 3 Presentations

Zoom Backgrounds

📋SOPs

GFI Rollover Training Brochure

Field Training Manual

Recruiting-Building-Manual

GFI System Manual

GFI System Step-By-Step

GFI Platinum Product

International Division

👤 Spanish Tools

Español

Approved Countries of GFI

ESPANOL Presentacion de Cliente Oportunidad Internacional

International Guidelines

Carrier How-To’s

Foresters: Plan Right Application Guide North American: IUL Illustration Software ANICO: IUL Illustration Software Leads Platform: Just Rates North American: How-To Submit an Application Ethos: How-To Submit an Application Foresters: Top 8 Tips iPipeline (Video) Corebridge: IUL Illustration Software

Onboarding 1 | 2 | 3 Presentations

OB1 Presentation OB2 Presentation OB3 Presentation

Carrier Contact List

How to Purchase Lead

Recruiting Presentation

Approved Countries of GFI

ESPANOL Presentacion de Cliente Oportunidad Internacional

International Guidelines

GFI Rollover Training Brochure

Field-Trainings-Sales-Manual

Recruiting-Building-Manual

GFI System Manual

GFI System Step-By-Step

GFI Platinum Products

Lionstar CFT Training In Progress

GFI Lionstar CFT in Progress Appt0 TTHT FORM 2-min Story (PDF)

GFI Lionstar CFT In Progress Appt2 Recommendation (PDF)

GFI Lionstar CFT In Progress Appt0 Zoom Etiquitte v20250524

GFI Lionstar CFT in Progress Video Recording Links

GFI Lionstar CFT in Progress Appt0 TTHT Form 2-min Story (PDF)

GFI Lionstar CFT In Progress Appt2 Recommendation (PDF)

GFI Lionstar CFT In Progress Appt0 Zoom Etiquitte v20250524

GFI Lionstar CFT in Progress Video Recording Links

Zoom Backgrounds

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How to Handle Objection

Script: Recruitment Call

🤖 Help Center

How to Files
Support Videos
GFI Helpdesk (Password: goforit)

CERTIFIED FIELD TRAINERS

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Recruiting Appointment Onboarding Appointment

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