Team Resource Library

Internal playbooks, SOPs, and training materials for the Merritt Financial team. Select a module below to get started.

Training Modules

Click any active module to access its lessons and resources.

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Module 1

Onboarding & Licensing

Everything you need to get licensed, contracted, and making money. From your first day to your first policy close.

1Welcome Aboard

2Pre-Licensing Resources

3Why We Become a Client

8Ethos Product Training

9Field Training

8 Resources Available

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Module 2

Social Media & Digital Marketing

Build your brand, run ads, and generate leads through Instagram, Facebook, and TikTok.

1Dual Account Setup SOP

2Recruiting Playbook

3Annuity Lead Generation Playbook

4How to Run Ads (Meta & TikTok)

4 Resources Available

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Module 3

Sales Scripts & Training

Proven scripts for cold calling, annuity presentations, IUL sales, and objection handling.

1NEPQ Cold-to-Close Playbook

2Annuity Presentation Script

3IUL Sales Script

4Objection Handling Master Guide

1 Resource Available

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Module 4

Operations & Systems

SOPs for GHL, appointment setting, lead management, reporting dashboards, and team communication.

1GHL Pipeline & Automation Setup

2Appointment Setter Training

3Weekly Reporting Dashboard

Coming Soon

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👤 Chris Poblete 👤 Sarah Sorensen 👤 Maycee Reeder 📄 Licensing & Contracting