COMPLIANCE ANd FSC POLICIES

This is where you’ll find important information about the policies that govern the conduct of our representatives and the running of our company.

Project Nurture Emails

Welcome to the Genistar Team – Sent when IBA has final approval by the Business Integrity Team
How to Get Your Genistar License – Sent on day 3 after IBA approval
How to Introduce People to Genistar – Sent on day 5 after IBA approval
Get Familiar with the Scripts – Sent on day 10 after IBA approval
What to do Next – Sent when both 1st and 2nd appointment are completed
Congratulations on your Representative Life Insurance Competency –
Sent when life insurance competency achieved
How to Build Your Team – Sent if NO team members recruited in the first 30 days after IBA approved
Completing Your First Sale – Sent 28 days after IBA approved (licensed but not done a sale yet)
Completing a Financial Game Plan – Sent 18 days after IBA approved (licensed but not completed a client FGP yet)

Conflict Resolution Hub

The Conflict Resolution Hub is here to provide a confidential space for you to report issues related to conflict, bullying, harassment, and other wrongdoing
within Genistar. View the details in this document.

Conflict Resolution

COMPLIANCE ANd FSC POLICIES

Genistar Compliance Policies

Project Nurture Emails

Share codes

FSC Policies

Compliance Bulletins

IBA Guidance

Vitality Hub Guidance

Moneyfarm Guidance

Reports

Conflict Resolution Hub