Getting Started

We are so excited that you have chosen to become part of the Pinnacle Family. The process of getting started is really simple. Just follow the steps below and you’ll be up and going in no time. We’re here to help you in any and every way, so never hesitate to ask. If there are any further questions you have just contact the local agent in your area or call the Pinnacle corporate office at 281-731-9777. Congratulations on you decision to “Secure Your Future!”

Step 1: Print off the following corporate paperwork, fill it out completely (do not leave any space blank), and then overnight it to the Family Heritage Corporate Office, attention Licensing. The address is: Family Heritage, attn: Licensing, 6001 East Royalton Road, Suite 200, Cleveland, Ohio, 44147.

Agent Licensing Checklist

Personal Profile Form

Cancer Care Handbook Acknowledgement

Marketing Agreement

Commission Schedule

Fast Cash Form

Credit Card Authorization

Step 2: Register on the link below to start your State required licensing class.

http://www.familyheritagetraining.com/

Step 3: Call to schedule your test. Each state has their own company that administers the test for them. You can get the information and phone number for your particular state from the Pinnacle Leader who is bringing you on board.

Step 4: Call your Pinnacle Leader and give them the confirmation numbers for your class and test. Ask them to fill out a Sales School Participation Form for you. This allow us to book your flight and hotel room for you week long classroom training. To view Sales School information and details, click on the link below.

http://www.familyheritagelife.com/SalesSchool.aspx

Step 5: Call your Pinnacle Leader to set up a time to meet and discuss the Pinnacle Brokerage Firm Full Disclosure Forms.

Step 6: The week following Sales School you MUST, 100% clear the decks. This means your schedule for the next week HAS to be completely open for field training. This is imperative for one to be successful with our company.

Welcome to our Family!