Dark wood law library stacks with marble busts and a rolling ladder

Insurance sales · 30 min

The Selective insurance referral

Intake, warm handoff, and what stays on the legal desk.

Member access · outline published

  1. Member request, jurisdiction, and “licensed only” disclosure
  2. Warm handoff to a Primerica-appointed producer
  3. Affiliate commissions apply to Selective’s own closed sales, not to carrier premiums unless a written, lawful override exists
  4. Keep the legal chatbot and Trust Bank off the insurance pitch unless the member asks
  5. Escalate contested claims to counsel, not to a sales script

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.

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