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.
Want to move up to the next compensation level? Here's exactly what you need to do:
📈 Requirements for Promotion:
💰 Example:
If you are currently at the Representative Level and want to move to the Agent Level, you must produce $5,000 in Issue Paid production for 3 months in a row. Once you meet the requirement, you will qualify for a 5% commission increase with all carriers.
⚠️ IMPORTANT: Promotion is based on ISSUE PAID numbers only. Submitted, pending, or placed business does not count toward the promotion requirement.
📊 Download Full Compensation & Advancement Grid (PDF) ↓🔥 Keep producing. Keep tracking. Keep moving up.
Collective Prosperity Firm — Many Hands. One Vision.
An 8-page keepsake reference — mission, culture, carriers, onboarding path, coaching philosophy, and compliance.
The full slide deck used to brief new agents on what to expect and what happens next.
An agent had a great question: “Once the leads come on a spreadsheet, how do you track follow up? Like, I spoke to this person today, I’m gonna call them again in three days — where do you document that, or how are you reminded about that, since it’s just a spreadsheet? We can’t sort for all the calls I’m supposed to make today. Does that make sense?”
If you're not using a CRM, you can absolutely still keep track of your leads on a spreadsheet — whichever one your lead vendor provides. Below is a 5-minute walkthrough of how to mark up your lead batch/list so you always know who's been dialed, who's due for a follow-up, and who hasn't closed yet.
Watch the 5-Minute Walkthrough →Passcode: !b5bO=&SN
5-page client worksheet — health assessment, coverage options, pre-application sheet, plan & payment info, and emergency contacts.
6-page virtual sales script — approach & discovery, designing the plan, the close, cool down, objection handling, and carrier reference.
What to do same-day, within 2 days, at 30 days, and ongoing after every sale — from welcome email through referral asks.
Send a real, mailed thank-you card to clients in a couple clicks — a simple way to stand out after the sale.
KB's video walkthrough of sending a thank-you card through Mailbox Power, start to finish.
Ready-to-send email & text templates for client follow-up moments, starting with payment/NSF follow-up.
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.
Before ordering leads — please connect with your up-line or coach first to get guidance and maximize your results.
SMS-verified phone sales leads with exclusive discounts for agents.
Coupon code: TW
High-intent, real-time phone sales leads delivered directly to your CRM.
Coupon code: TRUEWEALTH18
Consistent, low-cost phone sales leads to help you scale volume fast.
Face-to-face leads for Final Expense and Medicare agents.
Exclusive phone leads for Final Expense and Veteran markets.
Done-for-you ads that generate leads while you focus on closing.
Done-for-you ads that generate leads while you focus on closing.
Affordable, aged phone sales leads with powerful filtering options.
Start your licensing journey and become a certified agent.
Apply for and manage your state licenses in one place, via NIPR.
Get protected with E&O coverage to secure your business, via NAPA.
Complete required Anti-Money Laundering training and stay compliant.
Access continuing education courses and tools to stay licensed and sharp, via WebCE.
Quick-reference guide to what a non-resident license application costs in every state, verified against current NIPR data.
Calculate your numbers and grow your business and income.
Submit your sales, track production, and climb the leaderboard — the same Impact Back Office used for promotional increases.
Book a call with our retirement team for annuity support for your clients.
Find the best whole life/final expense plans for your clients.
Find quotes for Whole Life, Children WL, IUL & Term Life.
Find quotes for Term, Whole Life, and Fully-Underwritten.
Find quotes for Whole Life, Term Life and SPWL.
Find quotes for Term Life, and Whole Life.
Find quotes for Index IUL, Term Life and Whole Life.
Locate clients with missing information ⭐
| 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 |