Welcome Aboard
Congratulations on taking the first step toward building something meaningful. You are now part of Global Financial Impact (GFI) — one of the fastest-growing financial services distribution organizations in the country. Our mission is to help families take control of their financial futures through education, planning, and delivering financial products that protect what matters most.
"The money you make should always be a byproduct of the families you help and the person you become in the process."
The need has never been greater. The current way of doing things is not working for most American families:
At GFI, we believe this is about more than business. We want to help you grow in all 5 F's:
GFI is in partnership with Ethos, a technology platform backed by Sequoia Capital and SoftBank (combined $185B). Our founders have 100+ years of combined experience, we partner with 25+ A-rated Fortune 500 financial institutions, and we are licensed in all 50 states, Puerto Rico, Canada, the Virgin Islands, and 30+ countries.
You are not doing this alone. Our organization has a deep bench of Certified Field Trainers and Executive Marketing Directors dedicated to helping you succeed at every stage of your journey. From your first field training appointment through building your own agency, you will always have experienced leaders by your side.
The rest of this module walks you through everything you need: pre-licensing, onboarding school, your orientation classes, and exam prep. Take each lesson in order and reach out to your upline if you have any questions. Welcome to the team. Let's get to work.