Mortgage Protection — Agent Information
For Licensed Life Insurance Agents

A Proven Mortgage Protection IMO That Rewards Skill, Consistency, and Execution

Transparent culture. Industry-leading mentorship. One dial-in process. If you’re a licensed agent who values mastery over hype, this page is for you.

Why Agents Choose This Team


Daily Training with the #1 Producer

We run live training every day across the company, hosted by the current #1 producer in the U.S. who did $2.3M in issue-paid production last year. New and experienced agents refine fundamentals, role-play, and review real calls.

Live Dials Together on Zoom

Agents dial live together on Zoom throughout the day. You’ll hear real conversations, get feedback in real time, and compress your learning curve so you can perform with confidence.

Slack Culture of Execution

We communicate in Slack (S-L-A-C-K) all day—posting wins, breaking down calls, and sharing what’s working. It’s clarity, accountability, and momentum in one stream.

Transparency First


  • See real numbers. You can view how much annual premium (AP) agents are producing—clarity that keeps standards high and expectations realistic.
  • Clear path to competence. Daily training + live Zoom dials + script mastery = consistent performance without guesswork.
  • No hype. Just execution. We focus on controllables—activity, skill, and follow-through. Results vary by agent and effort.

How Our Marketing Works


1. Nationwide Mailers

Our IMO sends out mailers nationwide to homeowners who just got mortgages.

2. Homeowner Calls In

The mailer has a phone number to call. The homeowner dials in to an automated system.

3. Qualification (4–5 min)

The homeowner answers 4–5 minutes of questions about their mortgage and coverage.

4. Lead Info Captured

Lead data includes contact info, co-borrower status, lender, loan amount, loan ID, and property address.

One Process. Everyone Runs It.


1Leads

In-house, warm leads who called in. No generic lead list roulette. We keep it focused so you can focus on conversations.

2Script

Every agent uses the same proven script—refined in live training and role-plays so you know exactly what to say and why it works.

3Product

We do Mortgage Protection exclusively—placed via whole life and term life options to fit the client’s needs.

OTE (On-Track Earnings)


On-track earnings completely depend on how much time and effort an agent puts in. The biggest determining factor of success is showing up consistently—especially on Zoom dials.

This is the 80/20 rule: the 20% that makes the biggest difference is simply showing up, learning quickly, and applying the process. Those who engage daily ramp faster, build competence, and reach their goals quicker.

Agents produce anywhere from ~$2k/mo to ~$100k/mo in production Effort & consistency drive outcomes

Figures reflect individual production ranges across agents and are not guarantees. Outcomes vary based on activity and execution.

FAQs


Who is this for?

This is for licensed life insurance agents who want daily reps, proven scripting, and a transparent, execution-first culture.

What kind of training do you run?

Daily company-wide sessions led by the #1 producer (last year: $2.3M issue-paid), plus small-group role-plays and feedback on live calls.

What lead type do you use?

In-house, warm leads (they called in). We keep messaging consistent so your conversations are predictable and coachable.

What products do you focus on?

Mortgage Protection only, placed through whole life and term life carriers.

Is there a specific schedule?

We encourage consistent activity during standard business hours. Live dials run throughout the day on Zoom so you can plug in when you’re working.

Our Core Values


Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

Competitive Greatness

Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns.

Sincere Candor

Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally.

Unimpeachable Character

Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

Next Step

Watch the pre-call video above, then bring your questions.

This page is strictly informational. It’s here so you know exactly how we operate before the conversation.

Disclaimers: Past production, including the $2.3M issue-paid reference, reflects individual performance and is not a guarantee of future outcomes. Results depend on agent effort, activity, and market conditions.