Welcome

Thank you for deciding to join our family at Unity Life Group. By doing so, I can only assume you are looking for a better opportunity for you and your family. This part of the site was designed as a tool: to give you and other agents guidance and to put you on a fast track to success.  

getting started

Things to prepare for One-on-One training:

  1. Download the Leads the Way App on to your phone or tablet (iPad Preferred): CLICK HERE to download.

  2. Download GoodNotes on your tablet. https://www.goodnotes.com/

  3. Learn your way around the Agent Portal and the Telesales E-App.

    1. Agent Portal 2. Telesales E-App

  4. Download the Senior Life Leads Template.

  5. Begin reviewing the Sales Presentation

    Script Download

    Sample Presentation Recording

  6. Create a Discord Account and join the Senior Life Virtual Call Center Channel: Join Here

Downloads:

(Click link to download.)

Welcome Letter to send client

Final Wishes Planner

Text to Sign Instructions