01
Guide the new agent
Agent Onboarding Roadmap
Use the licensed or unlicensed path while the upline walks alongside the new agent through every important first step.
Start here with your upline
Open Agent Onboarding ↗ABN New Agent Launch Guide 
ABN FinancialAgent Success HubOne team · One system · One starting point
Just joined ABN? Start here. Get into production.
Choose an initial sales track with your upline before track-specific contracting, complete universal onboarding, then confirm your track and prepare for your first prospecting block.
Get on the phones within 72 hours of having the required license, carrier access, training, and tools for your chosen activity.Target your first submitted application within 7 days of having the required license, carrier access, training, and tools for your chosen activity.
Experienced agents · Trainers · Mentors
Go directly to your production tools
Already onboarded? Open what you need for today’s work. Trainers can review the readiness guide above, then open the tools and training below.
Move through the ABN ecosystemStart where you are. Open only what you need next.
Get in the room · Hosted by The Alliance
National Boot Camp 2026
October 16–18 | Burlington, NC
Sharpen your skills. Strengthen your belief. Build with your ABN team.
Learn More & Register ↗Guided action finder
What should I do next?
Choose your current situation. The tool will give you one clear next step and the correct ABN page—without overwhelming you with every resource at once.
The recommended core path
Keep the process simple enough to duplicate.
New agents do not need every resource at once. The upline helps them complete the next right step, build confidence and move toward production.
- 1Complete onboardingChoose an initial track before carrier contracting and finish universal setup with your upline.
- 2Confirm your sales trackConfirm or change your initial choice in Step 5.
- 3Prepare and practiceConfirm required access, script and application skills.
- 4Begin prospectingWork your approved block and review the first application.
Complete ABN resource library
Twelve connected resources. One agent ecosystem.
Each page has a specific purpose. Use the core roadmaps first, then open training, coaching and development resources as your experience and business direction call for them.
02
Get into production
ABN Sales Center
ABN’s virtual production environment for leads, dialing, coaching, and getting into production fast. Compare Training Only, Self-Funded and ABN-Sponsored participation, training and readiness.
Training Only · Self-Funded · ABN-Sponsored
Open ABN Sales Center ↗03
Build the agency
Recruiting Roadmap
Build a warm-market list, source additional candidates, schedule the interview with the correct team leader and repeat the process.
Open Recruiting Roadmap ↗ABN New Agent Launch Guide04
Retirement planning path
Teacher Retirement Sales Roadmap
Follow the core teacher-retirement system for prospecting, discovery, pension conversations, IULs and annuities.
Open Teacher Retirement ↗05
Experienced-agent lead system
Battleline Operations + Command
Review readiness requirements, pricing and member benefits, then contact Patrick Connors for the proprietary live training.
For agents prepared to sell in real time
Explore Battleline ↗06
Deepen the specialty
Advanced Teacher Retirement Training
Access the detailed lead-program resources, advanced training and supporting tools after learning the core roadmap.
Use after the core sales roadmap
Open Advanced Training ↗07
Searchable learning library
Agent Training Center
Search ABN training resources and follow the learning path that matches your experience, licensing and current role.
Open the Academy ↗08
Live coaching rhythm
Weekly Zoom Schedule
Find orientation, retirement-planning, new-agent, experienced-agent and agency-wide training calls in one weekly view.
View Live Training ↗09
Get the right support
Agent Contact Center
Connect with the ABN team member responsible for leadership, leads, contracting, sales coaching, onboarding or recruiting.
Open Contact Center ↗10
Mindset and belief
Speak What You Want
Use the personal-development audio library to strengthen confidence, focus, resilience, relationships and business mindset.
Open Mindset Training ↗11
Plan the intentional week
Time Management
Build a weekly schedule that protects faith, family, health, focused production activity and the life your business is meant to support.
Open Time Management ↗12
Serve higher-value clients
Tax Strategies
Recognize capital-gains planning opportunities, refer qualified clients to the DeferTax strategy team and stay connected to the resulting plan.
Recognize and refer—you do not have to be the tax expert
Open Tax Strategies ↗Duplication happens through people
The webpage guides the process. The upline builds the relationship.
Do not simply send links and hope for completion. Open the appropriate roadmap, get on Zoom and help the agent take the next action.