Orientation01
Review the role & expectations
Understand independent advisor responsibilities, client-first suitability standards, and how our Visionaries field team operates daily.
ONWARD. Life · Careers
Already on the team? Agent Sign In
Build an independent life insurance practice—with a real field team behind you.
Life insurance work calls for state licensing, product mastery, sound judgment, and consistent client service. Review how we train, quote, and mentor agents before starting a conversation.
What every ONWARD. agent gets
- Daily live Zoom room & call coaching with Daniel Boynton
- 15+ A-rated life carriers (Term, Whole Life, IUL & Final Expense)
- Insurance Toolkits multi-carrier health & rx underwriter
- Verified digital business card & QR studio on /team
- 50-state expansion support via NIPR non-resident licensing
Choose Your Starting Point
Fast-Track Launch
Go from state exam to your first protected family with daily live mentorship.
- Step-by-step state licensing & NIPR resident application guidance
- Direct access to Daniel Boynton's morning Zoom room & live call reviews
- Word-for-word Mortgage Protection & Final Expense field scripts
- Multi-carrier quoting with Insurance Toolkits so you never guess underwriting
Consistency & Impact Planner
See how consistent weekly activity compounds
Independent results depend on licensing, work ethic, and contract level. Use the sliders to model weekly families helped.
Families protected per week3 families / wk
Average monthly policy premium$110/mo
Families Protected / Yr144 familiesBased on 48 active weeks
Annualized Premium Placed$190,080AP volume across carriers
6-Step Onboarding Roadmap
Meet our licensed advisors →The path from licensing to active client service
Pre-licensing + Exam02
Complete state life licensing
Complete your resident state’s pre-licensing education, pass the state life exam, and obtain your National Producer Number (NPN).
Looms + Playbooks03
Master field training & scripts
Study Mortgage Protection, Term, Whole Life, IUL, and Final Expense product structures inside the ONWARD. Agent Command Center.
Daily Zoom Room04
Live mentorship & joint calls
Plug into morning dial blocks and live case-design coaching with Daniel Boynton and experienced licensed advisors.
Close CRM + Toolkits05
Launch your tech stack
Run instant multi-carrier underwriting checks in Insurance Toolkits, manage leads in Close CRM, and keep your dialer numbers clean.
Active Production06
Serve families across 50 states
Get contracted with 15+ A-rated carriers, publish your verified digital business card on /team, and expand into non-resident states.
Career Inquiries
Ready to start a conversation?
Complete our 2-minute Career Inquiry wizard—whether you already hold an active state life license or are preparing for your exam—or text our recruiting desk directly.
Existing ONWARD. Agents
Open the Agent Command Center
Access the daily Zoom room, carrier spam-remediation checklist, Daniel’s training Looms, Close CRM snippets, and your digital business card studio.