Join Experienced Agents & Advisors at AI Life Agency

You are applying for an exclusive lead support opportunity with our team. Share your experience, goals, and interest in becoming part of a forward-thinking group of brokers committed to excellence in life insurance and financial solutions — we look forward to hearing from you!

Full Name *

Phone *

Email *

Resident State *

Are you licensed to sell life insurance? *

Yes

How much life insurance premium does your business issue per year? *

How much annuity premium does your business issue per year? *

How much do you spend per month on marketing or leads? *

Do you currently run your business solo, or do you have a team? If yes, describe your structure. *

The following questions help us understand your commitment, consistency, and how you handle challenges. Please answer with clear examples.

How many hours per week are you willing to consistently dedicate to building your life insurance business? *

If you had a week with no new leads, what specific activities would you focus on to keep momentum going? *

Describe how you balance prospecting, appointments, and follow-up in a typical week. *

Describe a time you had to completely change your approach with a client or market to succeed. *

We’d like to understand your experience with IULs and annuities, how you present them to clients, and how you handle common challenges. Please share specific examples that highlight your approach and results.

How many IUL or annuity cases have you personally written in the past 12 months? *

Walk us through your process for educating a client on IULs or annuities — what key points do you emphasize? *

What do you find to be the biggest objection when selling IULs/annuities, and how do you typically overcome it? *

Have you ever illustrated an advanced IUL/annuity strategy (e.g., retirement income, legacy planning)? If yes, describe. *

How would you structure an IUL for a 30-year-old high earner who wants long-term tax-advantaged cash value growth compared to a 45-year-old parent who is primarily focused on death benefit protection? What design choices would differ? *

The next set of questions is designed to go deeper. Please give thoughtful, detailed answers with real examples — one-line responses won’t be enough for us to truly understand you, your business, and how you approach challenges.

Why do you want to partner with AI Life Agency, and how do you see us helping you grow? *

Everyone develops resilience differently — some from family, others from sports, others from setbacks. Where do you think your grit and determination come from? *

What’s the toughest challenge you’ve faced in your business or career — and how did you handle it? *

Where do you see your business in the next 12–24 months, and what are you doing to get there? *

Tell us about your background in financial services. *

What motivates you to push through when things get difficult or results are slow? *

What’s your biggest accomplishment so far as an agent/advisor — and what did it take to achieve it? *

While optional, a résumé greatly improves our review. It gives us a fuller picture of your background, strengths, and focus areas.

Please upload resume here:

If you are unable to upload your resume, please copy/paste your resume content here instead:

Please confirm you understand this role is a 1099 independent-contractor position with commission-only compensation (no base salary or hourly pay). *

Yes, I understand this is a 1099, commission-only opportunity

Opt-in *

I Agree

By checking this box and clicking ‘submit’ on this form, I hereby agree by electronic signature and prior express written consent to permit Lenhoff Financial, Inc., including the agents working on their behalf (the “Company”), to contact me at the phone number and email address provided below, including those delivered through the use of automated technology, SMS/MMS/RCS messages, AI generative voice, and prerecorded and/or artificial voice messages for marketing purposes regarding insurance and annuity products and services. I understand that my telephone company may impose charges on me for these contacts, and that I am not required to enter into this agreement as a condition of purchasing any products or services or for any other reasons. Message frequency varies and will be recurring. By submitting your information, you will be contacted by a licensed insurance agent. I understand that I can revoke this consent at any time by replying 'Stop'; to a text message, clicking ‘Unsubscribe’ in an email, or by contacting Lenhoff Financial, Inc. at call sms 1-402-413-1351.

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