Agent Resources - 2026 - Trustworthy Financial

Join 24/7 Live Zoom

Weekly Call Schedule

Trustworthy CRM:

Leads ⇣

Subscribe to the CRM

CRM Setup

Log-in to the CRM after subscribing
In the left sidebar click >> Agency Info
Scroll down past the Leaderboard
Click [Get Started With Your CRM]
Watch Module 1 video and follow the instructions to set up your profile, cannect your calendar, and purchase at least one phone number

Make sure to schedule your CRM onboarding call!

Read the A2P Registration Basics & FAQ below and make sure to start that process.

Watch Intro Meeting Replay

A2P Registration Basics & FAQ

Create A Webhook for your Lead Vendor

Go to Settings → Private Integrations
Click Create New Intgration
Name it "Lead Vendor Name"
Select all scopes then deselect ""
Copy the webhook URL — it looks like: https://services.leadconnectorhq.com/hooks/xxxxx
Send this URL to the lead vendor

Leads:

Client Connection - Inbound

Lasting Mark's Inbound call program.

CABOOM Leads

Discount Codes:
Mike50 - $4 off, min: 50 leads, 4 states
Mike75 - $4.50 off, min: 75 leads, 5 states
Mike100 - $5 off, min: 100 leads, 6 states

Must order directly from the CABoom website: caboomleads.com
Do not call in to a sales rep, we get these leads nearly at cost. If you have any questions please reach out to Mike in Slack.

Yesterday's Leads

Aged Caboom Leads

BUSINESS IN A BOX

Social FE Leads; Discounted OverRun Leads

Scale My Social

Managed Social FE Leads

C:LSD LEADS

High Intent Social FE Leads

BANG BANG LEADS

Affordable FE Leads, recommended for face-to-face Door Knocking

G.O.A.T Leads

High-intent Niche-targeted leads- Vets, Trucker, FE, MP, IUL etc.

ClosrLeads

Affordable Volume Leads, High-intent Niche-targeted leads- Vets, Trucker, FE, MP, IUL etc.

Razor Ridge Leads

High intent General Life leads from mixed digital channels.

Inbound calls for Medicare, Final Expense and more.

View the intro call at trustworthy.life/allcalls/

Lasting Mark™ Lead Center

Team Call Replays

LM Link Portal

Access Lasting Mark™ resources; report submitted business for leaderboards and promotion credits.

Report Submitted Business

Documents:

Cross Sell Sheet

Carrier Sites:

Carrier portals may change from time to time, please message Tom F in Slack if your find a broken link.

AETNA/ACCENDO

AMerican AMicable

AIG/Corebridge

Foresters

Gerber

Liberty Bankers

National Life Group

Transamerica

TLKT

Insurance Toolkit

This tool is provided for New Agents with limited carriers. Please do not make any changes to available carriers, or to login info* - if you feel you need more carriers in Toolkit, please create your personal subscription from the log in page.

USER: toolkit2025@trustworthy.life
PW: TKt@2025

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Onboarding & Contracting Guide

New Agent Onboarding

The Onboarding process is simple, and prepares you for contracting with the insurance carriers.

You'll need to complete Anti-Money Laundering Training* and purchase Errors and Omissions coverage - use the links below, be sure to save PDF certificates/screenshots.

You will also need a Void Check or Bank EFT Form PDF for your commission deposits.

Watch for your "Lasting Mark Contracting Step 1- Onboarding Packet" email, it contains the link to complete your onboarding details and upload the documents.

Any documents not uploaded directly can be emailed to contracts@impactlegacygroup.com

Lasting Mark's Inbound call program.

Errors & Omissions (E&O)

Lasting Mark™ Slack Invitation

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New Agent Contracting

Once your Onboarding Packet form is submitted, watch your email Inbox for Carrier Contracting requests. Many of them come from SureLC, some directly from insurance carriers or other contracting services.

Please complete each request ASAP upon receiving them (they each typically take just minutes).

Also watch your Inbox for your Impact Link and Slack invitations, and complete those sign-ups right away also.

Important! As you receive each carrier writing number, be sure to reach out to their contracting/commissions department and request appointment in each state you are licensed in. See carrier contact directory above.

LASTING MARK ™ Contracting Made Simple

Lasting Mark ™ Comp Grids

Carrier Contracting Guides & Contact Info

State License Costs

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