Add Agent
2
3
Jack
Welcome back,Jack
Your next move
Orientation · go now Day 1 Orientation Watch the module · about 12 min Start now
Licensing · schedule Pre-licensing kickoff Book a Zoom with your licensing coordinator Schedule

Welcome to Invictus, Jack

You're in the driver's seat. Move at your own pace, nothing waits on anyone else.

Two tracks run at the same time

Orientation

1 of 3 · do these in order
33% complete1 / 3
Welcome to the team
You watched the 60-second welcome video. Easy first win.
Done video module
1
Day 1 Orientation
Products, the Velocity model, and how your progressions work.
You're here video module
2
Day 2 Orientation
Agency building and the bigger picture.
Unlocks after Day 1 video module
3
Personal Financial Review
You can't sell what you don't own. Becoming a client is encouraged, not required.
a
Complete & submit your PFR
On your own time, using the digital PFR
Start now
b
Schedule your review
Book the meeting with your reviewer
Schedule
c
Complete the review
This completes your onboarding
Locked

Licensing & Contracting

0 of 8 · order varies by state
0% complete0 / 8
Resident license · Texas
Your licensing coordinator drives these and updates them as you go. Order varies by state.
Pre-licensing course
State-required course
Not started
Exam status
Book and pass the state exam
Not started
Apply with state
Submit your license application
Not started
Fingerprints
Background check
Not scheduled
License approval
State issues your license
Not started
AML / Annuity / E&O
Required continuing education
Not started
Carrier appointments
Contracting with carriers
Not scheduled
Fully appointed
Cleared with at least one carrier
Not started
Pass your exam to unlock Pick Your Path
Just the exam. Your licensing and contracting keep moving in the background.
Builders and Leads training open up below once the exam is passed
Unlocked after exam

Pick Your Path

Run both if you want. You just can't skip steps within each one.

Builders

Build a team and work with clients on Zoom.
0 of 6 done
1
Client Presentation
LearnWatch the module, get the presentation.Go now
Sign-offPass the trainer scorecard.Sign-off
2
Personal Financial Review
LearnWatch the module, get the presentation.Go now
Sign-offPass the trainer scorecard.Sign-off
3
Illustrations & Quotes
LearnWatch the module and explore the software.Go now
Sign-offRun real illustrations, then pass the scorecard.Needs contracting
4
Applications & Submitting
LearnWatch the module and explore the software.Go now
Sign-offSubmit a real app, then pass the scorecard.Needs contracting
5
10 Field Training Appointments
With your trainer, closing real deals. You close, you get paid.
Field
Field steps and live submission unlock once contracting clears with at least one carrier.

Leads

Buy leads and work with clients on the phone.
0 of 6 done
1
Scripts
LearnWatch the module, get the scripts.Go now
Sign-offPass the trainer scorecard.Sign-off
2
Quotes & Illustrations
LearnWatch the module and explore the software.Go now
Sign-offRun real illustrations, then pass the scorecard.Needs contracting
3
Applications
LearnWatch the module.Go now
Sign-offSubmit a real app, then pass the scorecard.Needs contracting
4
Buy Your First Leads
LearnWatch the How to Buy Leads module.Go now
BuyBuy your first batch in the leads marketplace.Buy
5
1-on-1 Dial Session
Live on Zoom with your trainer. Goal is your first sale. Starts only after leads are purchased.
Field
The dial session unlocks once contracting clears and your first batch of leads is purchased.
Certified Builder
Training mastery proven. Not legal authorization to sell.
Certified
Certified Leads
Training mastery proven. Not legal authorization to sell.
Certified
Your career ahead

Milestones

Cashflow and promotions. This is what you chase once you're producing.

45%
to next
Your next promotion

Senior Manager 100% comp

Producer$30K premium over 6 months
Builder$30K premium over 2 months
4 active associates
31%
to $10K
Your next cashflow milestone

$10K

Rolling 12-month cashflow
Cashflow
Rolling 12 months
First Sale
$1K
you're here
$10K
$50K · Watch
$100K · Ring
Two Paths to the Top

Both reach the same ceiling. Climb on your own production, build a team, or do both.

Producer

Just want to sell? Rise on your personal production alone.

Financial Associate
70%
Sr. Financial AssociateYou're here
85%
Senior Manager
100%
To reach this$30K premium over 6 months
Senior Manager II
107.5%
Senior Manager III
115%
Personal ceiling
130%
Builder

Want to build a team too? Add overrides and the permanent top bonus.

Financial Associate
70%
Sr. Financial Associate
85%
Senior Manager
100%
To reach this$30K premium (2 mo) + 4 active associates
Executive Director
115%
Senior Executive Director
120%
Team ceiling
130%

Once you're building, you earn a percentage of what each generation below you produces. These stack on top of your personal comp.

Gen 114%
Gen 27%
Gen 33%
Gen 42%
Gen 51%
Gen 60.5%
Gen 70.5%

Welcome back, Jack

Here's what's happening across GFI today.
GFI Live
Total Recruits · Mo
1,997
Annuity Prem · All-Time
$1,598,815,670
Life Prem · All-Time
$324,512,042
Annuity Prem · Mo
$73,417,949
Life Prem · Mo
$10,629,032
Life Apps · Mo
4,012
Annuity Apps · All-Time
12,064
TonightMoney Monday8:00 PM EST · Live on ZoomJoin training
New ProductAllianz Life Accumulator IULNow availableView details
Top Producer This Week
Sarah Johnson
Sarah Johnson
$42,000 AP · 12 Apps · 8 Issued
View leaderboard
FaithFamilyFinanceFitnessFun

Your attention required

Items that need action, separated by what's on you and what GFI needs from everyone.
Personal
Action items specific to you
3
3 Applications Awaiting Signature
Potential commissions: $4,820
Due Today
2 Contracting Requests Pending
Requires your approval
License Renewal Approaching
Your resident license expires in 34 days
Company-Wide
Deadlines GFI needs from everyone
3
Update E&O Payment Card by June 15
Lapsed E&O compresses your commission payouts
5 Days
Bonus Review Ticket Deadline
Submit within 5 days of cycle close to qualify
June 15
Acknowledge Updated Compliance Policy
Required reading for all licensed agents
June 20

Success Club

View all
Recognizing agents who reached major cashflow milestones.
GFI Success Club Ring
James Holloway
James Holloway
National Vice President
$750,000 Ring
Earned May 2026
GFI Success Club Ring
Diana Reyes
Diana Reyes
Executive Marketing Director
$250,000 Ring
Earned Apr 2026
GFI Success Club Ring
Anthony Russo
Anthony Russo
Executive Marketing Director
$500,000 Ring
Earned May 2026
GFI Success Club Ring
Sofia Marchetti
Sofia Marchetti
Senior Vice President
$1,000,000 Ring
Earned Feb 2026
GFI Success Club Ring
Marcus Bennett
Marcus Bennett
Marketing Director
$250,000 Ring
Earned May 2026
GFI Success Club Ring
Priya Nair
Priya Nair
National Vice President
$500,000 Ring
Earned Apr 2026
GFI Success Club Ring
David Whitfield
David Whitfield
Executive Marketing Director
$500,000 Ring
Earned Mar 2026

What's new at GFI

View all
Company news, training, and announcements.
Product & Carrier Updates
All carriers
Allianz Life & Annuities Now Live
Available for Marketing Directors and above on Cornerstone
Quility F&G Instant Approval IUL Now Live
Beta complete · All agents can now get appointed · 100% Platinum comp
Corebridge Financial Added
New carrier appointment now available in contracting
Promotions & Incentives
View all
Shoot for the Moon in June
Best leads deal of the year · limited window
Q3 Recruiting Challenge
Top 10 recruiters win an all-expenses trip
Persistency Bonus Pool
Keep your book above 85% to qualify this cycle

Quick access

Jump straight to the tools you use most.
Top Leaderboards
View all
Top Producers
This Month
Sarah Johnson
$42,000 AP
Top Recruiters
This Month
Michael Brown
18 Recruits
Fastest Growing Agencies
This Month
Torres Agency
+38%
Upcoming Events
View calendar
Jun10
Momentum Monday
8:00 PM EST · Zoom
Register
Jun12
Technical Thursday
1:00 PM EST · Zoom
Register
Jun14
Product Training – Annuities
11:00 AM EST · Zoom
Register
Jun17
Leadership Academy Info Call
8:00 PM EST · Zoom
Register
© 2025 Global Financial Impact. All rights reserved. | Privacy Policy Terms of Service Support

Agent HQ

What's going on at Invictus, who's winning, and your back-office shortcuts.

1:28
This week at Invictus

Your 90-second rundown

New carrier adds, a comp bump on America, and what's coming next. Quick watch, no 40-page PDF.

Announcements

New Product
Allianz Life Accumulator IUL
Now available to quote and write
2h
Tonight · 8PM EST
Money Monday live training
On Zoom with the top earners
Today
Comp Update
+5 points on America, all levels
Effective this cycle
1d
Company
Two new carriers added
F&G and Corebridge now live
3d

Success Club & Recognition

View all
Sarah Johnson
Top Producer · This Week
Sarah Johnson
$42,000 AP
Marcus Tran
Top Recruiter · This Week
Marcus Tran
4 personal recruits
Success Club Ring
James Holloway
James Holloway
National Vice President
$750,000 Ring
Earned May 2026
Success Club Ring
Diana Reyes
Diana Reyes
Executive Marketing Director
$250,000 Ring
Earned Apr 2026
Success Club Ring
Anthony Russo
Anthony Russo
Executive Marketing Director
$500,000 Ring
Earned May 2026
Success Club Ring
Sofia Marchetti
Sofia Marchetti
Senior Vice President
$1,000,000 Ring
Earned Feb 2026
Success Club Ring
Marcus Bennett
Marcus Bennett
Marketing Director
$250,000 Ring
Earned May 2026
Success Club Ring
Priya Nair
Priya Nair
National Vice President
$500,000 Ring
Earned Apr 2026
Success Club Ring
David Whitfield
David Whitfield
Executive Marketing Director
$500,000 Ring
Earned Mar 2026

Back-office quick links

Operations Requests

Start with what you're trying to accomplish. We route it to the right team automatically, no guessing which department to email.

One front door for every request Auto-routed to the right desk No more scattered forms

I need to…

Pick what you're trying to do. The form opens, you fill it in, we handle the rest.

You don't need to know which department owns it. That's our job.

How your request gets where it's going

Every request flows through one intake, then routes to the team that actually handles it.

1
You tell us what you need
→
2
Central intake reviews it
→
3
Routed to the right department
→
4
The right team takes it from here

Promote an Agent

Authorization for Agent Promotion · routes to Coding & Promotion

1
Details
2
Review & sign
3
Sent
This authorization covers Senior Financial Associate through Executive Director only. Only Senior Executive Director level promotions use a separate form.
Senior Financial Associate
Senior Manager
Senior Manager II
Senior Manager III
Executive Director
JM
James MaroneySenior Executive Director · A3151
Authorizing SED
Authorization for Agent Promotion
Invictus Insurance Group
Agent name—
Agent code—
Promoted to level—
Authorizing SEDJames Maroney · A3151
Once you sign, this is sent to the agent in-app for their signature. No email required.
Your signature*
Sign here with your mouse or finger
By signing, you authorize this promotion as the agent's upline Senior Executive Director.

Signed and sent

Your promotion authorization for — has been signed and sent in-app for their signature.

You signed
Agent signs
Invictus Operations approves
You'll be notified when the agent signs and when Invictus approves.

Discard this request?

You have unsaved changes. If you exit now, this request won't be saved.

Licensing & Education Center

Licensing, CE, and training · answers first, help if you need it

Most licensing and CE questions have a quick answer. Find what you need below, and if it's not here, send it to the right desk at the bottom.

Still need help?
Didn't find your answer above? Tell us what's going on and we'll route it to the right team automatically.
Licensing (new, renewal, status, state requirements)
Carrier appointments
Continuing education (CE)
AML / annuity / carrier training
E&O coverage
Something else

Non-Resident License

Get licensed in a state you don't live in · done on NIPR

Before you startStep 1 of 5
This one happens on NIPR

A non-resident license is applied for directly on NIPR, the national licensing site. Invictus can't submit it for you, but it only takes a few minutes and we'll walk you through every screen so you don't get lost.

Have your SSN, date of birth, and a payment card handy. You'll also enter your last 5 years of employment history.
Open NIPR in a new tab Need your NPN?
Identify yourself

On the NIPR screen, prove who you are. This is quick.

  1. Choose Individual.
  2. Set Search Type to SSN, enter your Last Name and SSN, check I accept, and verify you're human. Then click Next.
  3. Enter your Date of Birth and click Next.
  4. Click Start.
Choose what you're applying for

Tell NIPR which license, where, and what type.

  1. Choose Producer Licensing → Initial → Non-Resident.
  2. Select the state (or states) you're applying in.
  3. Pick your line of authority. It always starts with Life (sometimes shown as Life & Annuities, pick that variation).
  4. Review the license cost for that state.
Fill out your info

Complete your biographic data, then work down the sections on the left.

  1. Complete your biographic data, then go through each section:
    • Confirm your address (you can skip if it's not accurate)
    • Confirm your phone number
    • Confirm your email
    • Add your employment history for the last 5 years
  2. Answer the background questions.
Background questions and required documents vary by state. If you answer Yes to any of them, that state will ask you to upload supporting documents before you can finish.
Review, attest & pay

Last stretch. Confirm everything, sign off, and submit.

  1. Review your info.
  2. Choose that you're submitting for yourself.
  3. Read the attestation and accept it. This is a legal certification, under penalty of perjury, that your info is true and that you're licensed and in good standing in your home state.
  4. Enter your email for the receipt, review, enter your card, then submit and pay.
That's it. Your application goes straight to the state. Most non-resident licenses come back quickly once your home-state license verifies.

State Licensing Guide

What getting licensed looks like, step by step

This is your map of what to expect, so nothing catches you off guard. Your Invictus licensing coordinator walks you through every step when it's time. You're never doing this alone.
Pick your state above to see the licensing roadmap, timeline, and what to expect.

AML & Annuities Training

What to assign before this agent can sell

Pick a state to see exactly what training each agent needs and which SuccessCE course covers it. No guessing which course to assign.
Pick a state above to see the required training and exactly which courses to assign.

CE Requirements

What your state requires to stay licensed

This is what your state asks for to keep your license active. Your licensing coordinator helps you get it done right when it's time.
Pick a state above to see its continuing education requirements.
My Requests

Where's everything at?

Every request you've submitted, in one place, with live status. No more emailing to ask where things stand.

0 in progress 0 waiting on others 0 completed

Withdraw this request?

If this resolved on its own, you can close it out. This ticket will be marked as closed and removed from your list.

Commissions

Track your earnings, pending commissions, and upcoming payouts.

Search your downline by agent or code
Today's cycle · ready for payout
$19,391.00
Last deposit $15,247.62 · Paid May 12, 2026
Approved commissions$6,980.00
Projected next cycle$7,320.00
Rolling 12-month earnings$427,812
Approved commissions
$6,980.00
Approved policies on the way to payout
Projected next cycle
$7,320.00
Already received from carriers · pays June 20, 2026
Pending commissions
$12,840.00
Awaiting issue, delivery, or placement
Chargebacks YTD
($9,089.00)
This month: ($441) · View details →

Recent Cycles

Money that's paid out.

View all cycles →
May 12, 2026
$15,247
April 30, 2026
$8,400
April 10, 2026
$5,685
March 31, 2026
$3,200

Earnings Trend

Last 12 Months
JulAugSepOctNovDecJanFebMarAprMayJun

Commission Breakdown

This Month
$26,400
Earned This Month
Life Insurance$14,20053.8%
Annuities$8,40031.8%
Overrides$3,10011.7%
Bonuses$7002.7%

Commission Activity

Every commission event, newest first.

View all activity →
DateCarrierProductTypeStatusAmount
06/09/2026
NANorth American
IULAdvance$316.29
06/02/2026
CBCorebridge
FIAAdvancePending$2,475.76
05/30/2026
GDGuardian
Whole LifeCommission$668.80
05/22/2026
NWNationwide
IULChargebackCompleted($441.67)
05/15/2026
FGF&G
Term LifeCommission$2,273.96

Accounting Details

Full commission ledger with all cycle records.

Cycle DateGrossAdvancesChargebacksReservesNet Paid
05/12/2026$17,120.00$1,240.00($441.67)$630.00$15,247.62
04/30/2026$9,310.00$620.00($180.00)$110.00$8,400.00
04/10/2026$6,140.00$300.00$0.00$155.00$5,685.00
03/31/2026$3,520.00$180.00($120.00)$20.00$3,200.00

Contests

Fuel competition. Drive results. Win together.

Live now

3 contests running right now

Upcoming

3 contests starting soon
July Fast Start Fast Start
Complete tasks. Build habits. Earn your bonus.
$2,500
Starts in 7 days
View
Mid-Summer Momentum Points
Points across the board. Every action counts.
$3,000
Starts in 14 days
View
August Agency Cup Tournament
Head-to-head brackets. One agency wins.
$15,000
Starts in 24 days
View

Completed

2 finished contests
4th of July Blitz
Independence. Hustle. Freedom.
SG
Spencer Gray won
$5,000 · 214 apps
Results
Q1 Fast Start
892 tasks completed agency-wide · 127% of target.
MR
Marcus Reed won
Bulova watch · 128 tasks
Results
LIVEEnds in 2d 6h

Summer Sprint

Players
1,248
Prize Pool
$10,000
Metric
Apps
Progress
72%
The story

We're 84% toward the regional goal. If the team reaches 500 applications before Friday, everyone who hits 15 personal apps earns the Gear Up reward.

Your Progress

You're in 17th place
124
Applications Submitted
Next milestone
150
12426 to unlock AirPods150

Top Prize

Apple Watch Ultra 2
+ $1,000 Bonus
Awarded to the top finisher. Milestone prizes unlock along the way.

Leaderboard

View all
1
SG
Spencer Gray
189 apps
2
MJ
Maya Johnson
176 apps
3
LC
Liam Carter
161 apps
4
NW
Noah Walters
148 apps
17
JM
You (Jack Maroney)
124 apps

Live Activity

View all
Mike Anderson submitted 12 apps
2m
Sarah Chen jumped into the Top 10
5m
Nate Wilson unlocked AirPods
8m
West Region passed East Region
11m

Compliance

Your licenses, credentials, and renewals in one place. Stay compliant, stay ready to sell.

You're fully compliant

All licensing and credentials are active and current.

Licenses 5 states

StateLicense #StatusExpiration

Credentials & renewals

Add a document
CredentialDetailStatusRenews

Compliance history

View all
AML Certification completedAnti-Money Laundering certificationCompleted
Annuity Training completedAnnuity suitability trainingCompleted
Best Interest certificateBest Interest standard trainingCompleted
E&O Insurance updatedPolicy renewed and updatedCompleted

Add a document

Pick what you're adding. State requirements vary, so you can upload whatever your state needs.

Annuity Training · 8-hour
CA and some states require the 8-hour in addition to the 4-hour
Life Insurance Training
Required by CA and others
Continuing Education
CE credits toward your license
Other
Any other compliance document

Contracting

Get appointed with any Velocity carrier. Start an appointment in minutes and track every carrier's status right here.

All 26 Appointed 7 In review 4 Action needed 2 Not started 13 Search carriers

Action needed

2
CB
Corebridge
Action
Carrier has follow-up questionsSubmitted May 6
NA
North American
Action
Missing updated E&O certificateSubmitted May 3

In review

4
AL
Allianz
Review
MAY 7Submitted
MAY 9At IMO
MAY 14At carrier
AT
Athene
Review
MAY 9Submitted
At IMO
At carrier
MO
Mutual of Omaha
Review
MAY 8Submitted
MAY 11At IMO
At carrier
SY
Symetra
Review
MAY 10Submitted
MAY 12At IMO
MAY 15At carrier

Appointed · ready to sell

7
AA
American Amicable
Appointed
Writing # AMA-71240
AQ
American Equity
Appointed
Writing # AEQ-44102
AM
Americo
Appointed
Writing # AMR-55218
ET
Ethos
Appointed
Writing # ETH-19085
FG
F&G
Appointed
Writing # FG-882013
FO
Foresters
Appointed
Writing # FOR-30914
NW
Nationwide
Appointed
Writing # NW-4471902

Not started

13
AE
Aetna
Not started
AN
American National
Not started
AS
Ameritas
Not started
BL
Banner Life
Not started
GA
Global Atlantic
Not started
NL
National Western Life
Not started
PL
Pacific Life
Not started
PR
Prudential
Not started
SB
SBLI
Not started
SI
Silac
Not started
TA
Transamerica
Not started
UL
United Home Life
Not started
UH
UnitedHealthcare
Not started
GA Global Atlantic · Appointment request
1Carrier & request type
2States & products
3Training
4E&O insurance
5Carrier questions
6Background questions
7Review & sign

Carrier & request type

You're requesting an appointment with Global Atlantic.

3 of 5 starter appointments used. Reach $25,000 in production to unlock 5 more.

Carrier

Global Atlantic

Request type

New contract
Add a state
Transfer

States & products

Pick the product and the states you'll write in. Only your licensed states are shown.

Product

Fixed Annuity FIA

Licensed states

California
Oregon
Arizona
Washington
Nevada

Training

Pulled from your Compliance profile. Everything this carrier needs is current.

All training requirements for Global Atlantic are met. Nothing to upload.
Anti-Money Laundering
Completed 03/31/2025 · valid through 03/2027
Verified
Annuity Training
Completed 01/23/2025 · valid through 02/2027
Verified
Best Interest
Completed 01/23/2025
Verified
These sync automatically from Compliance. Update them there, not here.

E&O insurance

Your active policy, checked against this carrier's requirement.

Your E&O policy meets Global Atlantic's requirement ($1M / $1M).
Individual E&O Policy · Active
Policy #130016276 · expires 10/01/2027 · $1,000,000 each / $1,000,000 total
Attached
Certificate auto-attaches to this request from Compliance.

Carrier questions

A few questions specific to Global Atlantic.

Have you completed Global Atlantic's product-specific training through an approved vendor (RegEd, LUMA, SIMON, etc.)?
Have you been notified by the IRS that you are subject to backup withholding?
Are you under any legal order or judgment to make payments, or have your wages ever been garnished?

Background questions

Standard disclosures. These carry across every carrier, so you answer them once.

1Have you ever been convicted of, or pled guilty or no contest to, any felony?
2Have you ever been convicted of, or pled guilty or no contest to, any misdemeanor?
3Have you ever been convicted of a violation of federal or state securities or investment regulation?
4Are you currently under investigation by any legal or regulatory authority?
5Has any claim ever been made against your E&O insurer, or have you been refused E&O coverage?
6Have you ever had an insurance or securities license denied, suspended, cancelled or revoked?
7Have you personally, or any firm you were associated with, ever filed for bankruptcy?
8Have you ever had any judgments, garnishments, or liens against you?

Review & sign

Review the carrier agreement, then sign below to submit your request.

Sample agreement · the carrier's actual document loads here

Insurance Selling Agreement

Global Atlantic

This Agent Insurance Selling Agreement ("Agreement") is made by and between Global Atlantic ("Company"), and James Richard Maroney, an agent authorized to sell insurance products ("Agent").

Witnesseth

WHEREAS, Company offers certain life policies, annuity contracts and annuity/long-term care combination products (the "Products"); and WHEREAS, Company wishes to appoint the Agent for the solicitation and procurement of applications for the Products; and WHEREAS, Agent will be duly licensed under applicable state insurance law.

1. Appointment of the Agent

1.1 Company hereby appoints, effective upon compliance with individual state requirements, Agent as an agent of the Company for the solicitation and procurement of applications for the Products, in all states in which the Company is authorized to do business and in which Agent is properly licensed.

1.2 The Agent appointed by Company may not begin solicitation of insurance contracts until the Company has issued a letter confirming the appointment. Agent shall solicit, service and sell the Products in accordance with all applicable laws.

Draw your signature

× Sign here with your mouse or finger
Your signature is saved to your profile and auto-applied to future carrier agreements.

Submit this appointment request?

This is the final step. Your signed Insurance Selling Agreement and credentials will be submitted to Global Atlantic for appointment.

Once submitted, this request moves to In review and can't be edited.

Next Major Event

Ethos University

San Francisco, CA June 19, 2026
8
Days Away
Next major event
12
Upcoming Events
Next 90 days
5
This Month
June 2026

Events

Stay plugged into the events that drive GFI growth.

Need help with events? View guide

Featured Events

The biggest events on the GFI calendar.

Ethos University
San Francisco, CAJune 19, 2026
8 Days Away
View Details
PIMCO Event
Newport Beach, CAJune 22-23, 2026
11 Days Away
View Details
Path To Partnership
Coeur d'Alene, IDJuly 6-9, 2026
25 Days Away
View Details
Impact Conference
Napa Valley, CADec 11-13, 2026
182 Days Away
View Details
Millionaire Trip
Tamarindo, MexicoOct 5-9, 2026
116 Days Away
View Details

Upcoming Events

See what's coming up and plan your participation.

All Formats
All Categories
All Months
DateEventFormatCategoryLocation Days Away Action

2026 Master Calendar

A look ahead at key events throughout the year.

Download Full Calendar (PDF)

March

Mar 21-25
Hawaii Incentive Trip
Four Seasons Oahu
Mar 25-28
Elite Trip
Billionaire Island
Mar 31
Foresters University
Sacramento, CA

April

Apr 1
Ethos University
San Francisco, CA
Apr 8
F&G University
San Jose, CA
Apr 27-29
American Equity NYC
New York City

June

Jun 3
Tavarus Team Event
San Jose, CA
Jun 15-17
American Event
Chicago, IL
Jun 19
Ethos University
San Francisco, CA
Jun 22-23
PIMCO Event
Newport Beach, CA

July

Jul 6-9
Path To Partnership
Coeur d'Alene, ID
Jul 17
F&G University
San Francisco, CA
Jul 18
Carrier University
San Jose, CA
Jul 21-23
Advanced Markets Trip
Minneapolis, MN

October

Oct 5-9
Millionaire Trip
Tamarindo, Mexico
Oct 14
Ameritas University
San Jose, CA
Oct 27-28
Ethos Retreat
San Francisco, CA

December

Dec 6
North American University
San Jose, CA
Dec 11-13
Impact Conference
Napa Valley, CA
Dec 16-17
PIMCO Event
Newport Beach, CA

Event Details

Reports

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Leaders Bulletin
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Track cashflow across your organization.
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Recruits
Personal
MTD (May 1 - May 31, 2026)
Top 50
All Ranks
United States
Showing Top 50 by Recruits for Personal in United States for MTD (May 1 - May 31, 2026).
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Jack Maroney - 3 Recruits

RecruitTied ToDate Recruited

Gear up
for success

Discover premium apparel that reflects your mission to create a better financial future.

You have  1,240 coins  to redeem. Earned on your Journey.View coins →
All
Apparel
City Tour
Accessories
Bundles
The latest. Fresh GFI drops, ready to wear.
Premium
Fairway & Greene Performance Polo
Fairway & Greene Performance Polo
$129.99·130 coins
Add to cart
Frontline Leader Eco-Tech Jacket
Frontline Leader Jacket
$46.99·47 coins
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New
GFI x Under Armour Tech Polo
GFI x Under Armour Tech Polo
$55.99·56 coins
Add to cart
GFI Classic Hat
GFI Classic Hat
$25.95·26 coins
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Custom · Made to order

Design your own GFI gear

Outfit your team, your base shop, or yourself. Tees, jackets, hats, and more, made just for you. Tell Tevah what you have in mind and we'll take it from there.

Shop the collection. Filter by category above.
Ballpoint Pens with Stylus
Ballpoint Pens with Stylus
$2.00·2 coins
Add to cart
JESUS IS KING Two-Tone Cap
JESUS IS KING Two-Tone Cap
$25.00·25 coins
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Women's Move with Power Jacket
Women's Move with Power Jacket
$40.99·41 coins
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Global Financial Impact Sticker
Global Financial Impact Sticker
$1.99·2 coins
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GFI Executive Lapel Pins - Gold
GFI Executive Lapel Pins - Gold
$6.99·7 coins
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GFI Executive Lapel Pins - Silver
GFI Executive Lapel Pins - Silver
$6.99·7 coins
Add to cart
New
GFI x Under Armour Tech Polo
GFI x Under Armour Tech Polo
$55.99·56 coins
Add to cart
40 oz Stanley Tumbler
40 oz Stanley Tumbler
$39.99·40 coins
Add to cart

Shop with purpose

A portion of every Inspired Apparel purchase goes to charitable causes that uplift communities and change lives.

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Leads Marketplace

Buy exclusive, verified leads. They drop straight into your Leads Hub, ready to call.
No spreadsheets, no importing.

Lead products & pricing

8 products
Back to Marketplace

How you want to buy

One-time order
Buy a batch at the standard rate. Order whenever you want.
Subscription
Commit to a length for discounted per-lead pricing.

Commitment length

Billed weekly, auto-renews. 1-month minimum. The longer you commit, the lower your per-lead price.

How many leads

Target states

0

What's included in every lead

Age range
45-79
Avg annual premium
$1,129
Delivery
Real-time

This product

One-time order
Product
Price per lead
Quantity
States selected
Subtotal
One-time payment
You can keep adding products, then check out once.

Your order

These leads go to

Jack Maroney
NPN 20481763 · jack@velocityfinancial.com
You
Buying these for someone else?
Pulled from your Velocity profile. Your NPN and agent details are already verified.

Order summary

Total due today$0
Payment
Secured checkout · all sales final

You're all set

Your order is confirmed. Your leads are being loaded into your Leads Hub right now.

No importing. No spreadsheets.
Every lead you just bought is already in your Leads Hub, assigned to you, ready to dial.
EnrollingJohn Doe
Close

Send secure enrollment link

Enter the new agent's name and email. They complete the application privately on their own device while you
guide them live.

You’ll guide them in real time. You’ll never see their sensitive information.
Live mirror
You see his screen, never his private data
Not connected
1
Agent Profile
2
Referring Agent
3
Compliance
4
Agreement
5
Complete

Waiting for John to open his link

The moment he starts, you’ll see his screen fill in here, live.

Create agent profile
Basic contact details and a password. About 60 seconds.
John
Doe
john.doe@email.com
(619) 555-0142
03/14/1994
Male
Applicant must be at least 18 years old to continue.Double-check the date of birth. Enrollment can't proceed until the applicant is 18.
Residential address
2847 Bayfront Ave
San Diego
California
92101
United States
Set a password
InvictusStrong26
InvictusStrong26
Password strength
8+ characters One uppercase One lowercase One special (!@#$%)