Step-by-step to work with us

So, you know what we do and you want to be part of it, correct?
Here's what you need to do (you can print this form
and use it as a checklist):

Check
list

ACTION

For Marketing Consultants

For Licensees
Not yet licensed Licensed
[  ] Follow the steps described on the "Step-by-step to Register"  page in order to conduct business with us x x x
[  ] Submit formal application x x x
[  ] Submit Confidentiality Agreement x x x
[  ] Receive formal invitation x x x
[  ] Attend marketing boot camp x x x
[  ] Receive Marketing License x x x
[  ] Start referring people to us  x    
[  ] Email Carol Dysart for the DISC Profiling form   x x
[  ] Take Licensing Classes (school or correspondence)   x  
[  ] California only: Apply for, and Pass Insurance Licensing State exam (details)   x  
[  ] Submit Area Preferences   x x
[  ] If desired/appropriate, submit license transfer to other state(s)     x
[  ] Submit insurance appointment form(s)     x
[  ] Attend mentorship program (weekly training)   x x
[  ] Do at least 2 presentations with Field trainer/supervisor   x x
[  ] Receive Mentorship Certificate   x x
[  ] If desired, take the EQ Trainers' course     x

Contact us if you have any questions

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