Start with a clear snapshot of your protection, retirement goals,
Social Security questions, and next best conversation with a DMF
Agency professional.
ProtectionLife insurance and family coverage review
Retirement401k, IRA, TSP, and income goal snapshot
OpportunityOptional agent interest path for motivated guests
Workshop Registration
Register for the next Financial Foundations Workshop.
Location and time will be updated here as each workshop is
scheduled.
LocationTo be announced
Date & TimeTo be announced
Workshop Guest Intake
Answer the workshop questions before your consultation.
Appointments
Schedule the conversation that fits your next step.
Choose a virtual review, phone appointment, or agent opportunity
conversation. Each button opens the DMF Agency Zoom scheduler so
you can select the time that works best for you.
Zoom Appointment
Request a virtual financial foundations consultation.
DMF Agency conversations are completely free. The purpose is to
educate, bring financial awareness, and help you understand
options that may support your financial foundation.
Education First
Learn how protection, retirement income, Social Security, and
secure-account strategies may work together.
No Cost to Meet
There is no charge for a DMF Agency review conversation or
workshop follow-up.
Clarity Before Action
Review your questions, goals, and current situation before
deciding what next step makes sense.
Career Interest
Would you like to become an agent?
If the workshop sparked interest in helping families build a
stronger financial foundation, share your information and DMF
Agency can follow up about the agent path.
Agent Business Development & Technology Package
Pay for state training materials and an exam voucher when you
are ready to begin the licensing path.
Agent Business Development & Technology Package
The Agent Business Development & Technology Package is designed to
provide new agents with the technology, tools, training, and support
needed to launch and grow a professional financial services business.
Included With Your Enrollment
Integrity Connect Marketplace Access
Access to a powerful platform designed to help agents build and manage their business more efficiently.
Personal Client Landing Page
Request quotes
Compare insurance and financial products
Schedule appointments
Access educational resources
Connect directly with your business
Business Tools
CRM platform to manage prospects, clients, follow-ups, appointments, and business activity.
Dedicated business phone number to keep communication professional and your personal number private.
Lead Marketplace access to connect with consumers actively seeking financial products and services.
Digital marketing and business tools designed to help market your business, generate leads, and grow.
Product comparison tools for side-by-side carrier comparisons.
Access to multiple insurance and financial services carriers.
Training & Business Development
Product training on life insurance, retirement strategies, annuities, and supplemental health products.
Business development and marketing resources.
Mentorship and leadership coaching.
Access to local and national training events.
Ongoing support from experienced financial professionals.
Fast Start Incentive
Agents who successfully pass their state licensing exam within 14
days of enrollment will receive reimbursement for their first state
exam voucher. This incentive rewards agents who take immediate
action toward launching their financial services career.
First state exam voucher reimbursement available.
State licensing exam must be passed within 14 days of enrollment.
Applies to the first exam attempt only.
Additional Agent Resources
Agents also receive access to PHP Agency's Bamboo Platform, which provides:
Training resources
Business tracking tools
Commission reporting
Carrier information and resources
Agent support services
Business management tools
Our Commitment
Our goal is to provide agents with the infrastructure, technology,
training, mentorship, and support necessary to build a successful
financial services business while helping individuals and families
establish a stronger financial foundation.
Whether your goal is to work part-time for additional income or
build a full-time career, this package provides the tools and
resources needed to get started.
Licensing is governed by state law and state requirements. Training
materials and support do not guarantee that you will pass an exam,
receive a license, receive carrier approval, earn commissions, or
achieve specific business results. Agent access to PHP Agency Bamboo,
Integrity Connect, carrier resources, CRM tools, and related portals
is subject to applicable PHP Agency, Integrity, carrier, vendor, and
third-party terms and approvals. Please review the privacy,
licensing, reimbursement, refund policy, and package terms before
payment.