Legacy Straight Line System

All your business presentations and documents at your fingertips

Register Guest For 7pm Tuesday Night Overview

Zoom Links

Sam Knickerbocker's Zoom Link
Matt Heward's Zoom Link
Kendal McCray's Zoom Link
J.R. Heward's Zoom Link

Trainers Calendars

Sam K Calendar
Heidi G Calendar
Nalihda C Calendar
Steve D Calendar
Fred B Calendar
John K Calendar

On boarding New Teammates

AMA (Associate Membership Agreement)
John's Calendar (Licensing Coordinator)
New Agent Fast Start Worksheet Checklist
What To Expect - New Agent Checklist

New Agent Info

The Edification Process
SMD Roadmap
Warm Market Scripts
Scripts
Top 100 List Creation w/Memory Jogger
The System Flow
Subscribe to Straight Line Thinkers Podcast

Presentations

WeathWave Powerpoint
First Presentation Overview

Helping Clients & Company Websites

Fillable Financial Needs Analysis
MyWFG
Nationwide
AMS/Symetra/Annuities
Company Contact Numbers
Business Processing SOP's

Books & Resources

Debt Calculator
How Money Works: The Next Generation
Money, Wealth, & Life Insurance E-Book
The Power to Zero E-Book
The Retirement Miracle E-Book
The Greatest Salesman In The World E-Book
The Magic Of Compound Recruiting E-Book
How Full Is Your Bucket E-Book