2
3
Jack
Welcome back,Jack

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
Tevah OS

Tevah OS

The operating system for your business. Clients, opportunities, licensing, recruiting, and analytics, all in one place.

Tevah OS
Manage clients & households
Track opportunities & pipeline
Recruit & build your team
Analyze performance & growth
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Send secure enrollment link

Enter your recruit’s details. 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.

Errors & Omissions (E&O)

Buy, renew, and manage your E&O · all in one place

Your E&O is activeAnnual policy · renews 04/30/2027 · $3,000,000 total limit
Active
Your plan
Manage
Payment
E&O is billed separately from the rest of GFI. Your card is entered fresh here and handed to GFI's secure checkout.
New to E&O? Here's how it works

E&O is a group policy GFI carries; you buy your individual coverage right here. It must stay active at all times while you hold a license.

  1. Pick your plan above (monthly $45, or annual $499).
  2. Enter your card and check out.
  3. Your coverage activates immediately and shows here as Active.

Marketing Directors and above are required to carry the annual plan. Best practice for everyone is annual, so a missed monthly payment never lets your coverage lapse.

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