Initial Registration - (Only if you did NOT fill this out initially)
Get Licensed (Skip if your licensed Already)
Once you are licensed, download the guide below FIRST, then continue with the steps in the Licensed Agents Section below.
Anti-Money Laundering Training (AML) - Follow Instructions Closely!
Apply for E&O Coverage to protect you when you are conducting business as a professional agent!
Initial Sales Training - NOTE: Pass each quiz with 100% before moving to the next section. Send a screen shot of the score to your manager.
Virtual Sales Training - Once you pass the basic training with all 100%, then you need to click on "Training Center" from your Equis Dashboard. At the very top, click on "Virtual Training Platform". Then you will see "Click here to begin start-up program" under New Virtual Agents Start here. Watch ALL videos and once complete, you are ready to sell and start jumping on the daily coaching calls every morning at 10am Eastern!
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