New to Insurance
Your Path to Production
Follow each step in order. Check off as you go — your progress saves automatically.
Weekly Training Meetings — New Producers
Attend both meetings every week. Go to KJ's breakout room for both.
Monday
9:00 AM
PST
New Agent Orientation
Hosted by Troy Plummer — every Monday morning. This is your weekly reset and orientation for new producers.
➜ Join KJ's breakout training room
Mon–Fri
10:00 AM
PST
Agent Training — All Week
Hosted by KJ — runs every day Monday through Friday. Core training for new producers throughout the week.
➜ Join KJ's breakout training room
Your Onboarding Documents
Download and keep these handy throughout your onboarding process.
New Producer Onboarding Checklist
PDF download
New Producer in Training
PDF — producer training guide
Licensing Week Agenda
PDF — licensing week schedule
AO Mobile Planet Appointment Training
PDF — platform training
Closing Out the eApp
PDF — eApp submission guide
AO Producer Academy — Path to Production
PDF — complete producer overview
Your Progress
0 of 10 complete
Your Immediate Focus
Complete your coursework ◆ Attend your onboarding meeting ◆ Activate your AO Planet account ◆ Complete your AIL appointment paperwork
Get Licensed For Success
Licensing Course Enrollment
- ◆Today, you should be enrolled in the licensing course for your state.
- ◆Study the first 4 chapters today.
- ◆Set a goal of completing at least 4 chapters each day.
- ◆If your state allows it, schedule your exam date now for 7–10 days from today.
- ◆Licensing is your #1 priority until you pass your state exam.
Stay Consistent
Follow the Licensing Week Agenda
- ◆Monday: New Business Builders on AO Planet (11 AM), Licensing Course Check-in on Zoom (12 PM), self-study, 6 PM leadership check-in.
- ◆Tuesday: Self-study all day, 6 PM leadership check-in.
- ◆Wednesday: Market Forum on AO Planet (11 AM), self-study, 6 PM leadership check-in.
- ◆Thursday: Weekly AO Legacy Agency Meeting on Zoom (11 AM, ID: 801 836 9054), self-study, 6 PM leadership check-in.
- ◆Friday: Master's Class on AO Planet (11 AM), self-study, 6 PM leadership check-in.
Your Milestone
Pass Your State Exam and Get Licensed
- ◆Complete your coursework before sitting for the exam.
- ◆This milestone unlocks everything else — do not move forward until you have your license number.
Plan Your Launch
Schedule Your Onboarding Meeting
- ◆Your onboarding meeting is where you will receive access to AO systems and make sure all required documentation is completed so you can launch your career.
- ◆You should already have a date and time scheduled for this meeting.
- ◆If you do not, please ask for assistance in setting it up right away.
Your Daily Dashboard
AO Planet Account Activation
- ◆Planet Altig (AO Planet) is the platform you will log into every single day as a producing agent — treat it like your home base.
- ◆From Planet Altig you access your leads, run reports, track your production, and reach tools like AO Hub, AO Connect, and HP Pro.
- ◆Watch for an email from AO Planet Support asking you to verify your account and complete setup.
- ◆You will receive a full tour of Planet Altig during your onboarding meeting — pay close attention, you will be using this daily.
- ◆Bookmark planetaltig.com now so it is always one click away.
Build Your Future With AIL
AIL Contract Appointment
- ◆At AO, we provide benefits through Globe Life – American Income Division.
- ◆All products are the benefits we offer, and we use AIL contracting and licensing systems as well.
- ◆You will receive an email from American Income Agent Appointments with a link to complete your appointment paperwork.
- ◆Once completed, you will receive a temporary agent number that will allow you to access AIL systems.
Phone Script & AO Mobile
Producer Academy: Pillars 1 & 2
- ◆Learn the Phone Script (Pillar 1) and the AO Mobile app (Pillar 2) together — these are taught as a unit.
- ◆Practice running the phone script and navigating AO Mobile until you can do both confidently.
Presentation & HP Pro
Producer Academy: Pillar 3
- ◆Master the Presentation and the HP Pro platform.
- ◆Learn how to deliver a full benefits presentation from start to finish using HP Pro.
eApp & Underwriting
Producer Academy: Pillar 4
- ◆Learn eApp submission, the product portfolio, and underwriting guidelines.
- ◆Practice completing a full application end-to-end so you are ready to write business on your own.
Your Release
Release to Your Own Leads
- ◆Before release, you must book AND personally watch your mentor close $10,000 in Annualized Life Premium (ALP).
- ◆This requirement ensures you have seen the full sales process executed at a high level before running your own appointments.
Learn. Prepare. Launch.