CPF Team Hub
Everything you need, in one place.
Collective Prosperity Firm • Mana Life Group • KYNG Financial & Consulting
Everything you need, in one place.
Daily updates, training resources, and internal team communication.
Our connection to TrueWealth — the hierarchy CPF partners with and reports to.
Your personal business tracker — make your own copy to track your production toward your goals.
Agent strategy call — grab a time directly on my calendar.
Hey team! Make sure you're submitting all your sales in the Impact Back Office — this is how you qualify for your promotional increases. 📈
Also, be sure to double-check the policy submission date so everything is counted correctly.
Let's stay on top of it. 💯
Open Impact Back Office →Quick reminder when you're submitting applications for clients who use Cash App, Chime, or Netspend:
✅ ONLY American Amicable (AmAm), Gerber, and Royal Neighbors (RNA) accept these accounts.
The important part is not typing Cash App, Chime, or Netspend as the bank name. Instead, type the actual bank associated with the account:
| App | Type This Bank Name |
|---|---|
| Chime | The Bancorp Bank or Stride Bank (depending on the client's account) |
| Cash App | Lincoln Savings Bank or Sutton Bank (depending on the client's account) |
| Netspend | Pathward, N.A. (formerly MetaBank), The Bancorp Bank, or another issuing bank shown on the client's account |
If you're unsure which bank to type, have your client open their banking app or look at their direct deposit/account details — the routing number and account information will identify the correct bank. Using the correct bank name helps prevent application and draft issues.
Send a real, mailed thank-you card to clients in a couple clicks — a simple way to stand out after the sale.
If it's important, put it on your calendar. Block hourly time for dialing, follow-ups, appointments, training, and family — what gets scheduled gets done.
| Level | Role |
|---|---|
| Lasting Mark | Master IMO — carrier relationships & contracts |
| TrueWealth | Our IMO hierarchy — contracting, appointments, compliance |
| CPF, MLG & KFC | Your agency partner — coaching, culture, development |
| You | Supported by all levels above |
| Who | For |
|---|---|
| General questions | investments@kbconsultingsolutions.org |
| Coach Char & KB | Free lead eligibility program |
| Mel | Onboarding & operations |
| Weekly call | Collective Checkpoint — Wed, 7:00 PM EST |