The team resource hub
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Team Resources
Your tools for the work ahead. Find daily systems, field training, client support, and development resources in one Trotter Financial hub.
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104 resources · 21 categories · 2 additional support links
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Showing all 106 resources.
Start here
The essentials, ready when you are.4
Websites & team systems
Your team website, carrier systems, and training access.3
Full demo recordings
Learn from complete presentations by the original trainers.5
Protecting families
Sales conversations, product training, and field skills.9
- Full Sales ConversationDrive folder
- Getting Technical Part 1 - Dillon BuckWebsite
- Getting Technical Part 2 - Dillon BuckWebsite
- Rebuttals - Dillon BuckWebsite
- Rebuttals - Typed OutDocument
- Best Claims for DemosDrive folder
- Approaching with Confidence - Mackenzie BuckWebsite
- Everyone Has a Need - Brian AversWebsite
- Writing Quality Business - Austin NiceWebsite
Important apps
Tools for planning, presenting, and staying organized.5
Ordering materials
Brochures, business cards, and team materials.4
Staying in your peak state
Mindset, habits, and consistency.9
- Hung By The Tongue - Jordan CaptWebsite
- Attitude, Mindset, Belief - Dillon BuckWebsite
- President of Your Own Company - Jordan CaptResource file
- What's Your Vision - Jordan CaptResource file
- Greatest Salesman in the World - 10 ScrollsWebsite
- Perfect Rookie Mindset - Tim SakhautdinovWebsite
- Atomic Habits - Jake OsowskiWebsite
- Eagles RecognitionDrive folder
- Marry Your Territory- Tim SikhautdinovResource file
Policy changes & contacts
Forms and the right contacts for policy support.11
- ACH Authorization FormResource file
- Downgrading PoliciesDocument
- Cancer UIR FormResource file
- Cancelling PoliciesDocument
- Update Address, Add Spouse/Kids, Etc.Open original policy-update resource
- Email Underwritingwebuw@globe.lifeCall 440-922-5200
- Orphaned Policy ApprovalResource file
- Email Licensing: agentlicensing@globe.lifeEmail contact
- Email Commissions: fhlcommissions@globe.lifeEmail contact
- Email Sales Support: fhlsalessupport@globe.lifeEmail contact
- Mobile Sales App Support: fhlmobilesupport@globe.lifeEmail contact
Filing claims
Claims help, submission tools, and checklists.4
Trainmores
Schedules, calendar, and preparation.3
Goals
Planning tools, worksheets, and goal cards.9
- Goals - Van DavenportWebsite
- VPF - MASTER COPYSpreadsheet
- Back to Basics Checklist - Justin EllingsonWebsite
- Back to Basics Checklist - FillableDocument
- Digital Goal Cards - FillableResource file
- Physical Goal Cards - VistaprintWebsite
- Budget WorksheetResource file
- Income CalculatorSpreadsheet
- Eagle Write-up FormResource file
Enrollments
Group enrollment training and materials.8
- Everyday Enrollments - Amberlee KesslerWebsite
- Enrollments - Terrelle WalkerResource file
- Enrollment Participation SpreadsheetSpreadsheet
- Group Enrollments - Aaron StolpWebsite
- Group Enrollment Script (Typed Out)Document
- Yes/No Cards Front 2026Resource file
- Yes/No Cards Back 2026Resource file
- Group ACH FormResource file
Competitors
Comparison resources and related forms.5
Reservicing & A/T ratio
Follow-up, client relationships, and retention.7
Saving business
Retention training and conversation guides.3
Agent licensing
Applications and producer licensing services.2
Recruiting
Recruiting training, expectations, and compensation resources.6
Field training
Tools for the field training process.1
Personal development
Keep learning beyond the field.1
Spanish demos
Spanish-language sales and product materials.4
Life insurance
Access the original life insurance resource collection.1
Additional support