Step 1. Watch the video
Step 2. Complete the Processor Contract
1. Download the Processor Contract
2. Initial and sign the contract
3. Scan or take a picture of the signed contract and email to gary@lspnpro.com
2. Initial and sign the contract
3. Scan or take a picture of the signed contract and email to gary@lspnpro.com
Step 3. Take the Processor Test
1. Using the video as your reference, download and complete the Processor Test
2. Make sure you place your name on the test and email the completed test to gary@lspnpro.com
2. Make sure you place your name on the test and email the completed test to gary@lspnpro.com
Step 4. Attend an On-Demand Meeting
1. Upon approval from Gary, show up at the On-Demand Meeting: https://intervivosplan.zoom.us/j/6013481452
On-Demand is available Monday - Friday, 8am - 5pm PST
2. Tell the host that you are a processor and you are there for training.
3. Email your completed plans to support@lspnpro.com
On-Demand is available Monday - Friday, 8am - 5pm PST
2. Tell the host that you are a processor and you are there for training.
3. Email your completed plans to support@lspnpro.com
Additional Resources
Links
LegacyShield Payment Portal ($50/Month): https://link.legacyshield.com/registration/lspn
LawPay Portal (for everything else): https://secure.lawpay.com/pages/lspnpro/operating
LawPay Portal (for everything else): https://secure.lawpay.com/pages/lspnpro/operating
Files
Download the Legacy4Life Brochure for Reference
Download the Assisted Plan Qualification Questionnaire for Reference