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Live
New Agent Clarity & Planning
Goal-setting, clarity exercises, and weekly planning for new agents.
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Not licensed yet? Start here first
Get your license → then come back to onboard
Use code TFGgroup for a discount
Your TFG Training Hub.
Start Here.
Everything you need to grow your TFG business — live coaching calls, on-demand recordings, product training, carrier resources, and a step-by-step onboarding path — organized in one place.
All live training times are in Eastern Time (EST) unless noted.
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Carrier Partners
0K+
Licensed Agents
0%
Commission Freedom
Resource Library
Everything You Need to Win
Six organized categories — training, advanced markets, recruiting, underwriting, product knowledge, and carrier tools — built for how agents actually work.
Get Training Reminders
Weekly calls, new resources & event alerts — straight to your phone.
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Reminders in Eastern Time (EST). Msg & data rates may apply. Reply STOP to cancel.
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Quick Access
Your five most-used platforms — one click away. Start here every morning.
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Equis Agent Dashboard
Applications, commissions, carrier hub, and team management — your command center.
Login required
Integrity Connect
Multi-carrier quoting, e-application, UW screening, and case management in one platform.
Open access
Equis Training Center
All-in-one learning portal — courses, recordings, product guides, and carrier resources.
Open access
Events Calendar
In-person events, conferences, field training days, and recognition trips — never miss one.
Live Every Week
Weekly Training Calendar
All times Eastern Time (EST). Consistency is the edge — show up every week.
Mon–Fri · 11:00 AM – 10:00 PM EST · Daily
Join Virtual Office
The Producer Exchange | Virtual Office
Open virtual co-working space for TFG agents. Drop in, ask questions, run presentations, and stay accountable alongside fellow producers — every weekday, all day.
Monday
10:00 AM
Live
GSCC Leaderboard & Mindset
Weekly leaderboard recognition, production rankings, and mindset coaching.
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Tuesday
Wednesday
10:00 AM
Live
GSCC Sales Training
Mid-week deep dive — carrier products, client scenarios, and closing strategies.
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Thursday
10:00 AM
Live
GSCC Sales Training
Advanced selling skills, carrier highlights, and increasing average case size.
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TBD
Time TBD
New Agent Onboarding
Structured onboarding walkthrough for brand-new agents.
Get Notified
Friday
10:00 AM
Live
Barry Clarkston Leader Call
Top-producer insights and scaling strategies for growing agents.
Barry Clarkston Get Link
Saturday
10:00 AM
Live
New Agents Tips & Tricks
Fast-moving field tips, quick wins, and common new-agent pitfalls — bonus Saturday session.
Hosted by Nate Get Link
On-Demand Library
Call Recordings & Podcasts
Missed a live session? Every GSCC coaching call is archived. The Equis Podcast Network keeps recurring training accessible any time, anywhere.
Video Replays
Gold Standard Coaching Call
GSCC Call Recordings
Every Gold Standard Coaching Call, archived and searchable. Revisit scripts, study top performers, and fill in any missed sessions on your own schedule.
- Full GSCC session replays
- Sales scripts & roleplay walkthroughs
- Leaderboard & mindset sessions
- New content added weekly
Watch Recordings
Audio & Video
Equis Financial Training
Equis Podcast Network
The full podcast library from the Equis training ecosystem — listen during your commute, between appointments, or any time you have 30 minutes to invest in your craft.
Retirement Solutions Roundtable
Producer's Playbook
More recurring series
Browse Podcast Network
Both libraries update automatically as new sessions are published.
Sign up for text alerts to get notified when new recordings drop.
Start Here
New Agent Training
Work through these resources in order — they're built to take you from orientation to your first sale.
Learning System
Learning Module System
Step-by-step training modules — master one skill at a time with structured lessons, videos, and assessments.
Start Modules
Prospecting
Setting Appointments
Scripts, strategies, and systems for booking quality appointments by phone, text, and door-to-door — including handling pre-door objections.
Learn Appointment Setting
Field Sales
In-Home Presentations
Master the in-home appointment — needs analysis, product presentation, objection handling, and closing the application the same day.
Study Presentations
Tracker
Activity & Production Tracker
Google Sheets tracker for monitoring daily leads, appointments set, applications submitted, and weekly production totals.
Open Tracker
Ready to Work Leads?
Equis Leads Center
Order exclusive, pre-qualified leads — final expense, mortgage protection, and more. Set your filters, fund your wallet, and start working fresh leads the same day. But only come here once you know your script cold.
Pre-qualified homeowner & FEX leads
Set filters by age, area & product type
Fund your wallet — leads delivered same day
Works for FEX & Mortgage Protection
Go Deeper
Advanced Markets Resources
Larger cases, stickier clients, greater income. Train on living benefits, IUL, debt strategies, annuities, and more.
Your ERS Certification Path
STEP 01
Drills
Complete the 20 Online Drills on the Retirement Solutions Training Center.
DRILLS
RSU
STEP 02
RSU
Attend Retirement Solutions University.
STEP 03
Exam
Pass your Final Exam to advance to the field.
EXAM
WARRIOR
STEP 04
Warrior Badge
Earn your Warrior Badge by completing 15 Indexed Sales within 60 days of attending RSU.
STEP 05
Specialist
Receive Specialist designation once you complete 20 IUL and 20 Annuity Sales!
SPECIALIST
Living Benefits
ERS: Living Benefits Training
Present and sell living benefit riders — critical illness, chronic illness, terminal illness — as a powerful client differentiator.
Start Training
Retirement Planning
ERS: IUL Training
IUL strategies for tax-free retirement income — how to illustrate, present, and close IUL cases with confidence.
Start Training
Challenge Program
Advanced Markets Challenge
A structured challenge to fast-track advanced market skills, build case confidence, and earn recognition for complex production.
Join the Challenge
Debt Strategy
ERS: Debt Elimination
Position life insurance as a debt elimination tool — mortgage payoff, credit card debt, and financial freedom for clients.
Start Training
Annuities
ERS: Annuities Training
Fixed and indexed annuity sales training — suitability, positioning, and closing for guaranteed lifetime income.
Start Training
Podcast Library
Equis Podcast Network
On-demand training from the Equis Podcast Network — including Retirement Solutions Roundtable and Producer's Playbook.
Browse Podcasts
Build Your Team
Recruiting Resources
Override income is one of the most powerful multipliers in this business. Resources are being finalized and will appear here soon.
Coming Soon
Recruiting Resource Library — In Progress
TFG's dedicated recruiting library is being finalized. This section will include scripts, onboarding checklists, income calculators, team duplication playbooks, social media templates, and annotated call replays from top recruiters.
Recruiting Scripts & GuidesComing Soon
New Agent Onboarding ChecklistComing Soon
Agency & Override Income CalculatorComing Soon
Recruiting Call Replay LibraryComing Soon
Social Media Recruiting TemplatesComing Soon
Team Duplication PlaybookComing Soon
Get Notified When Resources Drop
Contact your TFG upline for immediate recruiting support and materials.
Case Support
Underwriting Resources
Cleaner submissions mean faster approvals. Use these tools to pre-qualify clients, navigate impairments, and submit with confidence.
Primary UW Tool
Integrity Connect — Quoting & E-App
Your primary platform for quoting across multiple carriers, running health comparisons, and submitting e-applications with case management and status tracking.
Open Integrity Connect
Resource Folder
UW & Carrier Resource Folder
Shared Dropbox folder with carrier UW guides, impairment cheat sheets, paper applications, rate guides, and submission checklists — organized by carrier and product type.
Open Resource Folder
Know Your Portfolio
Product Knowledge
Agents who know their products win more cases. Master these two lines and you'll dominate the field.
Line 01
Final Expense
High Demand
Key Carriers
Mutual of Omaha
Foresters
Royal Neighbors
Americo
45–85Age Range
No ExamSimplified Issue
Pre-QualLeads Available
This flip chart IS your script & needs analysis — in one.
Read it word for word to every client. In person, open it on the table and let them follow along with you — it builds trust and keeps you on track. It walks through everything: their story, their concerns, their coverage needs. When you reach the health questions page, simply collect their answers, plug them into Integrity Connect, pull up the price options, and present. That's the entire appointment.
Your entire appointment — in your hands
FEX Flip Chart
Download → Print → Bring to every appointment. Read it aloud page by page. When the health questions appear, plug answers into Integrity Connect and present price options. Done.
Download Flip Chart
1Read flip chart word for word
2Health questions page — collect answers
3Plug into Integrity Connect
4Present price options & close
Line 02
Mortgage Protection
High Volume
Key Carriers
American Amicable
CUNA Mutual
Prosperity Life
Americo
Pre-QualLeads Available
No ExamSimplified Issue
Term / WLProduct Types
Equity Protection Strategy
For clients who are older or have health issues that prevent standard term approval — use whole life to cover a critical period. The goal isn't to pay off the mortgage; it's to cover enough monthly payments to give the family time to sell the home and walk away with their equity intact.
These two documents are all it takes to win.
Download both. Print them. Practice them out loud until the words feel like yours. The needs analysis tells you what to ask. The script tells you what to say. Master these and you will close cases. No secret. No shortcut. Just reps.
Step 1 — Before Every Appointment
MP Needs Analysis
Know exactly what to uncover before you ever present a product. Bring this to every single appointment.
Download
Step 2 — Know It Cold
MP Presentation Script
Walk every client through every stage — word for word until it becomes natural and totally yours.
Download
Your Carrier Portfolio
Carrier Resources
Training, quoting tool, and paper application — all in one row per carrier.
GPM
GPM LifeEquity Protector Term & Lenient UW FEX
Equity ProtectorAccel. UW TermCash Value TermFEX
New Agent Onboarding
Unlicensed
Start with the
Learning Module System.
The Equis Learning Module System is your complete onboarding path — it will walk you through getting licensed, completing contracting, getting appointed with carriers, and every step you need to take before you can legally sell and earn commissions. Go through every module in order. Don't skip steps.
Once you've completed the module system and you're licensed and contracted, come back to this website and work through the New Agent Training section — that's where you'll get your scripts, needs analysis, and everything you need to start writing business.
1
Go Through the Learning Module System
Licensing → Contracting → Carrier Appointments → Ready to Sell
2
Come Back & Train on This Site
Scripts → Needs Analysis → Leads → First Sale
Not licensed yet?
If you still need to get your license, click below — we'll take you back to the top of the page where you can access the pre-licensing course with the TFG discount code.
Take Me to Pre-Licensing
Quick Answers
Frequently Asked Questions
The most common questions from agents who are just getting started.
Most questions can be answered in one of three ways — try them in this order before escalating:
- Equis Chat Bubble The quickest resource. Log into your Equis Dashboard and look for the chat bubble in the bottom right corner. It connects you to Equis support staff and can answer most onboarding, contracting, and platform questions instantly.
- Ask Your Upline Your direct upline has been through everything you're dealing with. Field questions, sales strategy, lead advice, and business building — they're your first call.
- Call the Carrier Directly For carrier-specific questions — policy status, underwriting, billing, claims — don't waste your upline's or Equis staff's time. Call the carrier directly using the numbers in the link below. It's faster and gets you the right answer. Carrier Phone Number Directory
Yes — you must hold an active life & health insurance license before submitting applications or earning commissions. However, you can start training, attending calls, and learning the business before your exam. Many agents complete pre-licensing study through the Equis Training Center while preparing to test.
Contracting typically completes within 24–72 hours. Individual carrier appointments can take 1–5 business days depending on the carrier. Your TFG upline will help you prioritize which carriers to get appointed with first based on your target market.
TFG operates on a 100% independent contractor model. There are no mandatory quotas or minimum production requirements. Your income is entirely based on your own activity and results. Your upline will work with you to set realistic production goals so you can grow consistently.
You are paid directly by the carriers — not through TFG. Most carriers pay commissions within 3–10 business days of a policy being issued and placed. Your Equis Agent Dashboard tracks all pending and paid commissions in real time.
Reach out to your TFG upline agent or team leader first. For carrier-specific questions, each carrier has dedicated agent support lines. Complex case questions can also be brought to the weekly Retirement Solutions Roundtable or Producer's Playbook calls.
Absolutely — and it's one of the most powerful ways to grow your income. Once contracted, you can recruit and sponsor new agents. You'll earn overrides on your team's production. The Recruiting Resources section of this hub (coming soon) will walk you through exactly how to do this effectively.
Ready to Access Your Agent Portal?
Log in to the Equis Agent Dashboard to manage applications, view commissions, order leads, and access all carrier resources.
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