Schedule With NEB Leadership

Get the right support at the right stage.

Whether you're exploring an opportunity with NEB, beginning your journey as a new agent, developing your skills in the field, or looking for life insurance solutions for your family, choose the appointment below that best fits your needs.

Go to Schedule

Fast Start Orientation

45 Minutes | New Agents

Fast Start Orientation is one of the first steps for newly coded agents joining NEB. This meeting is designed to help you understand what comes next, what is expected of you, and how to begin building a strong foundation within the business.

During your orientation, you'll be introduced to the systems, training, resources, and expectations that will help guide your development as a new agent. You'll also have an opportunity to ask questions and make sure you understand your immediate next steps.

This appointment may cover:

New-agent expectations and responsibilities

Your first steps after joining PHP/NEB

Licensing and training requirements

NEB resources and support systems

Important meetings and training opportunities

Your first 30-day roadmap

Questions about getting started

Who should book: Newly coded NEB agents who need to complete their initial orientation.

SCHEDULE FAST START

SCHEDULE FIELD TRAINING

Field Training (FT)

45 Minutes | Developing Agents

Learn How to Apply Your Training

Field Training is the next step after completing Fast Start Orientation. It moves the agent from simply learning about the business to developing the practical skills needed to work with prospects and clients.

This appointment gives agents an opportunity to work alongside experienced leadership, receive hands-on guidance, and better understand how the concepts introduced during orientation translate into actual field activity.

Field Training may include:

Preparing for appointments

Understanding the client conversation

Needs-based conversations

Fact-finding and gathering information

Presenting solutions appropriately

Application-process guidance

Handling common questions

Follow-up expectations

Reviewing previous appointments

Identifying areas where additional coaching is needed

Who should book: NEB agents who have completed Fast Start Orientation and are ready for practical development.

Get a Quote

45 Minutes | Individuals & Families

Explore Your Life Insurance Options

This appointment is for individuals or families who want to learn more about life insurance and explore coverage options based on their needs, goals, and circumstances.

Rather than assuming that one solution works for everyone, the conversation gives your NEB representative an opportunity to learn more about what you're trying to protect and help you explore appropriate options.

Your appointment may include a conversation about:

Your current life insurance coverage

Family protection needs

Income and financial responsibilities

Final expenses

Mortgage or debt protection

Long-term financial goals

Available life insurance options

Coverage amounts and affordability

Questions about the application process

After gathering the necessary information, your agent can help you understand the options available and determine the appropriate next steps.

Who should book: Individuals, couples, or families interested in learning more about life insurance or requesting a quote.

REQUEST A QUOTE

SCHEDULE AN INTERVIEW

Recruiting Interview (RI)

45 Minutes | Prospective Agents

Explore the Opportunity With NEB

The Recruiting Interview is a one-on-one conversation for individuals interested in learning more about becoming an agent and building with NEB.

This is especially useful for someone who has already expressed interest but cannot attend an upcoming Business Opportunity Meeting (BOM) or is ready to have a more direct conversation about getting started.

The purpose isn't simply to "sign up." It's an opportunity to better understand the business, ask questions, learn what is expected, and determine whether moving forward makes sense.

The conversation may cover:

What NEB Financial Services does

The role of a life insurance agent

Licensing requirements

Training and development

How new agents get started

Business-building opportunities

NEB's team culture and expectations

The onboarding process

Questions about the opportunity

Next steps for someone who wants to move forward

Who should book: Prospective agents who have expressed interest in the business opportunity, cannot attend a BOM, or would like to speak directly with leadership.

Introductory Phone Call

15 Minutes | General Questions

Not Sure Which Appointment You Need?

The Introductory Phone Call is a short conversation for someone who has a question, needs direction, or wants a general introduction before scheduling a longer meeting.

This is not intended to replace Fast Start, Field Training, a Recruiting Interview, or a full client appointment. Instead, it gives you a quick opportunity to speak with NEB leadership and determine the appropriate next step.

Good reasons to schedule a phone call include:

You were referred to NEB and want more information

You're interested but aren't sure which appointment to choose

You have a quick question before moving forward

You need clarification about your next step

You want a brief introduction to NEB

You need to determine who you should meet with

Who should book: Prospective agents, existing agents, clients, or referrals who need a brief conversation before deciding on the next step.

SCHEDULE A CALL

Want to work with us?

Whether you're looking to protect your family, explore a career opportunity, or connect with the NEB team, we're here to help you take the next step. Tell us what brings you to NEB, and we'll help point you in the right direction.