Insurance and financial services done the right way
Protect your family. Build your future.
Dialed Financial offers life insurance, annuities, and financial protection products to families across the country — paired with a world-class opportunity for agents who want to build something real.
We work with top-rated carriers to find the right coverage for your family — whether that's final expense, term life, annuities, or index universal life insurance. Simple process, clear communication, real results.
Life Insurance
Term, final expense, and whole life options tailored to your budget and your family's needs.
Annuities & Retirement
Fixed and indexed annuity products to protect and grow your retirement savings.
Accidental Death Benefit
Affordable additional coverage for accidents — an easy add-on that gives families extra peace of mind.
For clients
Protection planning presented with clarity, honesty, and zero pressure.
1
Simple process
A straightforward path from first conversation to the right coverage strategy for your family.
2
Trust-first approach
We take time to understand your needs before making any recommendations.
3
Top-rated carriers
We work with Americo, Chubb, North American, Athene, and more — products you can trust.
For agents
A serious opportunity for people who want to build real income and real impact.
A
100% commission
Work from anywhere. Earn what you produce. Keep what you build.
B
Real support & training
Structured onboarding, daily team calls, scripts, and mentorship from top producers.
C
Agency ownership path
Build and lead your own team. Earn overrides and create a business that works for you.
Why Dialed Financial
We built this company around one idea: that great agents and great families both deserve better. Better products, better training, better support — and a brand that feels as professional as the work we do.
Work from anywhere
Phone-based sales model. No commuting. No territory restrictions. Just production.
Multiple product lines
Final expense, term life, IUL, annuities, ADB — something for every client and every market.
Built to scale
Start as an agent. Recruit a team. Build an agency. The path to six figures and beyond is clear.
Ready to get started?
Whether you're looking for coverage for your family or a place to build your career, we'd love to connect. Reach out and let's talk.
We're actively looking for motivated, coachable people who want to build a real career in financial services. No experience required — just drive, discipline, and a willingness to learn. We'll handle the rest.
Day one starts your race to 100 presentations. The habits you build in the first 90 days will set the tone for your future.
Phone Setup (Day 1)
1
Set professional contact name + photo
2
Record professional voicemail: "Hey, you've reached [Name]. I'm not available. Please leave a voicemail and I will get back to you in a timely manner. Thank you and god bless."
Complete the intake form to get started in the system
2
Licensing
We guide you through getting your state life insurance license via NIPR
3
Contracting
SureLC / Surancebay / NLC — set up carrier contracts in priority order
4
Onboarding / Training
Foundations modules: Business Overview, Expectations, Culture, Systems
5
SKILLS Training (3–4 days)
Modules 1–8 covering portal, products, quoting, and commissions
6
First Dial & First Close
Often within the first week for prepared agents
Recruit Your Own Team
Add all writing numbers to HCMS. Downlines can't contract under you without updated upline info.
❓ Recruiting FAQ
Is this W-2 or 1099?
1099 independent contractor. Build your own book of business and earn long-term residual income.
Do I need insurance experience?
No. We provide complete licensing support, product training, and sales coaching from day one.
Can I work remotely?
Yes. Agents work remotely from anywhere. Some choose hybrid or in-office, but it's your choice.
How am I paid?
Commission paid directly from carriers. Most carriers pay within 1-5 business days of policy draft date. See the Commission tab for full payout timelines.
Are leads provided?
Leads are available for purchase through our portal (Exclusive, G.O.A.T., RFL, ILC, Aged/Drip FEX, Vet, IUL). Your upline will guide when and what to buy.
What are chargebacks?
If a policy cancels, you owe the advance back to the carrier. High persistency = high profitability. This is why we focus on quality clients.
What does success look like in 90 days?
300 daily dials, 20-30 talk-tos, 1-2 closes/day, race to 100 presentations. Strong agents hit $10K-$12K in month one.
Is there a path beyond just selling?
Yes. Build a team, earn overrides on their production, and eventually create passive income from a growing agency. Agency ownership and VP roles available.
How long does licensing take?
Varies by state. We guide you through the process via NIPR. Most agents are licensed within 2-4 weeks.
⭐ Core Values
💡
BELIEF
In myself and in others
🎯
ACCOUNTABILITY
To self-improvement
🔥
DRSCIPLINE
To make it happen
🤝
SERVE
So I can serve better
🏦 Banking Info Updates by Carrier
Carrier
How to Update
Aetna
Submit form via Secure Agent/Aflac/AMH Portal (Agent Management Tool)