New-Hire Submission Form

Name of person submitting this form? *

New Hire's First Name *

New Hire's Last Name *

New Hire's Gender *

Must be biological gender assigned on birth certificate, only used for contracting purposes.

What is the residential HOME state of the NEW AGENT *

If person is licensed their current RESIDENT insurance license must match this state

Licensed or Unlicensed *

Licensed

Unlicensed

Please Select the Current Status of the new Hire. ( If Unlicensed, class Information will be Sent )

Agent`s Assigned Path to Prosperity Commission Level📌 *

New Hire's Phone Number *

New Hire's GMAIL ONLY- Stop and create a gmail if one does not exist. *

Any other type of email will likely send to the person's spam or will block the system all together. Take the time right now and save your new hire the frustration of not receiving information.

Is this agent a "returning to NASB" agent? *

Does New Hire/Agent Have E&O Insurance *

If level is Other, what level and why- this will be checked with entire upline up to the Executive Partner

Has the agent EVER worked for the following: Equis Financial, Senior Life Services (SLS), National Agents Alliance (NAA) Family First Life (FFL), Symmetry, or ANY OTHER PREVIOUS IMO or AGENCY EVER?

FFL will NOT sign a release to NASB so call the new hire and ask when their six month self release with FFL is. Or they can call all the carriers individually to find out the dates we can pull them over. FFL contracts all agents with all carriers and has all of our carriers.

Where did the new hire come from *

Notes - Things you need us to know about this new hire

Reports Directly To (RDT)

If you have NOT received your first promotion, then this name is the next person ABOVE you- volume will still count towards your promotion.

Reports Directly To Full Name *

Begin typing the name and then choose from the drop down list to select the correct name.

RDT Manager Phone Number

RDT Manager Email

ONLY add an Original Recruiting Agent IF it is a different person than the Reports Directly To

Original Recruiting Agent Information (ORA)

If you incorrectly list the person who hired/recruited this individual, we will not know who to move the new hire to when the original recruiting agent promotes. It is vital if an AG3 is bringing on an AG3 that THIS name is the AG3 who hired/recruited the person you are submitting.

ORA - Name (Original Recruiting Agent)

Original Recruiting Agent Phone

Original Recruiting Agent Email