FK Management by FinanceKeem Agent Onboarding
You're in

Welcome to
Team FKM.

This is your step-by-step path from signed on to fully active and writing business. Six steps, in order. Start with the agreement — the rest unlocks once it's signed.

Tap to unmute
Your 5 steps
0/6 complete
The path

Six steps to
fully active.

Sign the agreement first, then work down the list. Your progress saves on this device, so you can close the tab and pick up right where you left off.

Everything else on this page is locked until this is signed. It's the agreement covering chargeback liability — who is responsible when a policy cancels — and I need it on file before you start writing business.

Takes about 3 minutes Signed copy emailed to you

Have these ready: your full legal name, business address, the last 4 of your SSN, your NPN if you're licensed, and your driver's license number. You sign by typing your name and ticking the consent box.

Read & sign the agreementTakes about 3 minutes · signed copy emailed to you
This unlocks the rest of your steps

You've already been introduced in both chats. Jump in, say hello, and tell the team a little about yourself.

Auto-completes when all three are ticked

Both of these have to be done before your contracting can be submitted. Non-negotiable. Knock them out first.

  • E&O InsurancePurchase through NAPA
    Get E&O at NAPA
  • AML TrainingAnti-Money Laundering course, must be complete
Auto-completes when both are ticked

Two portals. Two separate logins.

You must contract through both links below. Each one needs its own username and password. An account on one does not carry over to the other. This is where most new agents get stuck, so create both.

  • Portal 1 · Start here
    SureLC primary contractingLogin #1
    Open Portal 1
  • Portal 2 · Then this one
    SureLC second contractingLogin #2, a separate account
    Open Portal 2

New to SureLC? Watch this first. I walk through what SureLC is and how to move through it, start to finish.

Still need further assistance? Book a walkthrough with me

Carriers you'll start with
Transamerica National Life Group Kansas City Life United Home Life American Amicable Aflac
Auto-completes when both portals are ticked

Create your user account, then start the training. This is the foundation for everything you'll do in the field.

Create an account first About 4–6 hours
Breeze Matrix Training
1 wkDeadline

Training + contracting done in 1 week.

That's the standard, barring a serious emergency, and completion is monitored. Block the time on your calendar now. The agents who finish fast are the ones writing business first.

Training done? Now we build your plan. On this call with Hakeem you'll map out lead generation and a clear plan for writing business.

  • As a newer agent you should focus on these preferred states in order to expand your business: GA, FL, CA, VA, TX, OH, MO, including the home state.
  • Although you can use ANY carrier we contract with, our team preference is Transamerica, National Life Group & American Equity. You will not maximize your training opportunities with us on this team.
Book your strategy callWith Hakeem · pick a time that works

Steps 2 to 6 unlock once your agreement is signed.

🎉 All six steps complete. You're set up and ready to write business. Let's go.
Keep handy

Resources.

Breeze Financial Group breezefg.com Breeze Atlas breezeatlas.com NIPR Licensing & producer records NAPA Benefits E&O insurance
Proof, not promises

I'm in the field
with you.

I don't just run this team. I write business every week, on the same carriers and the same system you're about to learn.

5×Top 10 finishes on the Breeze weekly Submitted AP leaderboard
#2Best weekly finish, with $10,311 in submitted AP
$34.7KSubmitted AP across those five leaderboard weeks

Breeze leaderboard

Weekly Submitted AP · my finishes

  • 2nd
    Feb 20 – Feb 26$10,311
  • 7th
    Feb 27 – Mar 5$4,913
  • 5th
    Mar 6 – Mar 12$5,443
  • 9th
    Mar 13 – Mar 19$4,363
  • 5th
    Mar 27 – Apr 2$9,682

Deposits don't lie.

Commission deposits · Jun 12 – 17

  • Jun 12Transamerica
    $1,000.00
  • Jun 15Transamerica
    $830.00
  • Jun 16Transamerica
    $1,000.00
  • Jun 17American Equity
    $1,240.11
Six days$4,070.11