Financial services · 30 min
The Selective referral desk
How we intake, disclose, and hand off.
Member access · outline published
- Member request and conflict screen
- Written disclosure that SLG is not Primerica
- Warm handoff to a licensed representative
- What stays in the legal file versus the financial conversation
- Affiliate commissions apply only to Selective’s own closed sales
Coming / member access
The live walkthrough, worksheets, and recorded desk session sit behind this track’s $49.50/year enrollment — plus an active membership. Membership does not include training. Other tracks are separate $49.50/year fees.