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平台资源：$125 换来什么

What $125 Gets You

一次付费，终身学习。这一页把平台实际提供的七项资源列清楚。 新人常常是签约几个月之后才发现有些东西一直在那儿。

One fee, ongoing access. This page lists the seven resources the platform actually provides. New partners often discover months in that some of them were there the whole time.

幻灯片 · 2 页 · 每页下方附详细讲解Slides · 2 pages · full presenter notes under each ↓ 跳到全文↓ Skip to the full article

$125 换来什么What $125 Gets You

Presented by Team Rise

各位伙伴好，我们是 Team Rise。这一组很短，只讲一件事：加入平台时交的那 $125，换来了哪些资源。

Hello everyone, we're Team Rise. This one is short and covers a single question: what the $125 paid on joining the platform actually buys.

为什么要专门讲？因为新人常常是签约几个月之后，才发现有些东西一直都在那儿：后台能查业绩， 可以约一对一辅导，外州的客户可以去当地办公室，执照课有优惠。早一点知道，就能早一点用上。

Why give it a slot of its own? Because new partners often discover months after signing that some of these things were there all along: the back office that shows production, one-on-one coaching on request, local offices for out-of-state clients, the licensing course discount. The sooner they know, the sooner they use them.

下一页一共七项。讲的时候不只是念清单，每一项都告诉新人：第一周就去做什么。

The next slide has seven items. Don't just read the list; for each one, tell the new partner what to do with it in their first week.

讲师提醒Presenter note

这一页常在招募场合讲。只讲平台提供什么、怎么用，不讲收入，也不要把 $125 说成「投入少、回报高」。

This slide often comes up when recruiting. Talk only about what the platform provides and how to use it. Don't talk about income, and don't frame the $125 as "small outlay, big return."

$125 的价值：七项资源What $125 Buys: Seven Resources

1经纪人团队管理系统 · pfasuccess.comAgent & team platform · pfasuccess.com个人和团队的佣金、业绩、排名，客户与团队信息，各保险公司签约状态Personal and team commissions, production and rankings, client and team records, carrier contracting status
2一对一导师，终身免费私教课One-on-one mentor, ongoing at no cost随时预约一对一指导，有问题随时问Book one-on-one coaching any time, and ask whenever you're stuck
3学习社区 · Circle AppLearning community · Circle App总裁录播课、学习资料下载、社区交流Recorded executive sessions, study downloads, community discussion
4全美数十家分公司，数百位认证培训师Dozens of offices, hundreds of certified trainers外州的客户或经纪人，就近到当地办公室了解产品、学习Out-of-state clients or agents can learn at a local office
5线上 Zoom 中英培训Online Zoom training in Chinese and English国家人寿官方培训、PFA 培训师培训、团队线上培训National Life official sessions, PFA trainer sessions, team sessions
6线下办公室大课 · City of IndustryIn-person classes · City of Industry产品细节、经验分享、商机讲座、财商教育Product detail, field experience, opportunity talks, financial literacy
7执照学习优惠 · examfx.comLicensing course discount · examfx.com原价 $219.95，团队优惠价 $29.95（省 $190），另加 $6 申报费List $219.95, team price $29.95 ($190 off), plus a $6 filing fee

这一页七项，我们一项一项过。

Seven items on this slide; let's take them one at a time.

第一，经纪人团队管理系统，网址 pfasuccess.com。个人和团队的佣金、业绩随时能查，全公司个人和团队的排名也在这里， 还能管理客户和团队信息，看自己在各家保险公司的签约进度。新人第一周就注册，先找到看佣金和业绩的地方。 第二，一对一导师，终身免费的私教课。随时可以预约一对一辅导，有问题随时发信息问，不用攒到开会。

One, the agent and team management platform at pfasuccess.com. Personal and team commissions and production are there at any time, along with company-wide rankings for individuals and teams; it also holds client and team records and shows where each carrier contract stands. New partners should register in week one and find where commissions and production are shown. Two, a one-on-one mentor, with private coaching at no cost for as long as you're here. Book a session whenever you need one, and message questions as they come up rather than saving them for a meeting.

第三，学习社区 Circle App：总裁的录播课、学习资料下载、社区交流都在里面，下载之后先加入团队频道。 第四，全美数十家分公司，数百位认证培训师。这一条在展业里特别有用：外州有客户或者想加入的朋友， 不需要你飞过去，他们可以到当地办公室了解产品、参加学习。

Three, the Circle App learning community: recorded executive sessions, study downloads and discussion. Install it and join the team channel first. Four, dozens of offices across the country and hundreds of certified trainers. This one is especially useful in the field. If a client or a friend who wants to join lives in another state, you don't have to fly out; they can go to a local office to learn about the product or attend training.

第五，线上 Zoom 培训，中英文都有，包括国家人寿的官方培训、PFA 培训师的培训和团队自己的线上课。 第六，线下办公室的大课，在 City of Industry 办公室：产品细节、经验分享、商机讲座、财商教育。第一个月至少来两次。

Five, online Zoom training in both Chinese and English: National Life's official sessions, PFA trainer sessions and the team's own online classes. Six, in-person classes at the City of Industry office: product detail, field experience, opportunity talks and financial literacy. Come to at least two in the first month.

第七，执照学习优惠，用的是 examfx.com 的执照前课程。原价 $219.95，团队优惠价 $29.95，省下 $190，另外加 $6 申报费。 注意，这只是课程费；考试、指纹、注册和第一年 E&O 这些费用另算，也不包含在 $125 里，具体见《执照指南》。

Seven, the licensing discount on the examfx.com pre-licensing course: $219.95 list, $29.95 at the team price, $190 off, plus a $6 filing fee. Note that this is the course alone. The exam, fingerprints, registration and first-year E&O are separate and aren't covered by the $125; the licensing guide has the details.

合规提醒Compliance note

讲到第一项后台的「业绩排名」时，不要打开别人的佣金或排名给潜在伙伴看，那等于展示具体收入。 讲平台有什么、怎么用就够了；做多少取决于每个人自己。

When you mention the rankings in the back office, don't open anyone's commissions or ranking to show a prospective partner; that amounts to showing specific earnings. Describe what the platform has and how to use it. What anyone earns depends on them.

互动设计Interaction

请每位新人在聊天框里写：七项里，自己这周先用哪两项？讲完之后由带教的伙伴记下来，下周跟进。

Ask each new partner to type in the chat which two of the seven they'll use first this week. Their mentor notes it down and follows up next week.

经纪人团队管理系统 · pfasuccess.com

Agent & team management platform · pfasuccess.com

随时查看个人和团队的佣金与业绩，查看全公司个人和团队的业绩排名， 管理客户和团队信息，了解各保险公司的签约情况。

Check personal and team commissions and production at any time, view company-wide rankings for individuals and teams, manage client and team records, and track carrier contracting status.

一对一导师，终身免费私教课

One-on-one mentorship, ongoing at no cost

随时预约一对一指导培训，全天候回复信息和提供帮助。

Book one-on-one coaching whenever you need it, with support and responses around the clock.

PFA 学习社区 · Circle App

Learning community · Circle App

总裁录播课程、学习资料下载、社区交流。

Recorded executive sessions, downloadable study material, and community discussion.

全美数十家分公司，数百位认证培训师

Dozens of offices nationwide, hundreds of certified trainers

如果外州有客户或经纪人，无需飞往本州， 客户或经纪人可以在当地办公室了解产品或进行学习。 这一条在实际展业里非常有用，很多人不知道可以这样用。

If a client or a recruit is in another state, nobody has to fly. They can go to a local office to learn about the product or to train. This helps a lot in the field, and a lot of people don't realize it's available.

线上 Zoom 中英培训

Online training in Chinese and English

国家人寿官方培训、PFA 培训师培训、团队线上培训。

Carrier-official sessions, trainer training, and team sessions.

线下办公室培训 · City of Industry

In-person training · City of Industry

大课培训：产品细节、经验分享、商机讲座、财商教育。

Full-room sessions: product detail, field experience, opportunity presentations, and financial literacy.

执照学习优惠 · examfx.com

Licensing course discount · examfx.com

原价 $219.95，立减 $190， 团队优惠价只需 $29.95 + 申报费 $6。 这只是执照前课程的费用，考试、指纹、注册与 E&O 另算（见执照指南）。

List price $219.95, discounted by $190, which leaves $29.95 plus the $6 filing fee. That covers the pre-licensing course only; the exam, fingerprints, registration and E&O are separate (see the licensing guide).

用团队优惠价注册Enrol at the team price

给新人算一笔账Put it in perspective for a new partner

单看执照课程这一项，就已经省下 $190。 剩下的六项（管理后台、录播课、一对一带教、全美办公室网络、 中英双语培训、线下大课）如果放到市场上单独购买， 任何一项的年度成本都远超这个数字。 所以这笔钱与其说是门槛，更像是一次性把工具箱配齐。

The licensing discount alone saves $190. The other six (the management back end, the recorded courses, one-on-one coaching, the national office network, bilingual training, and in-person classes) would each cost far more than that annually if purchased separately. So the fee works less like a barrier to entry and more like equipping the toolbox in one go.

怎么把这些资源真正用起来Actually using them

第一周

Week one

  • 注册 pfasuccess.com，熟悉后台在哪看业绩和佣金
  • Register on pfasuccess.com and find where production and commissions are shown
  • 下载 Circle App，加入团队频道
  • Install the Circle App and join the team channel
  • 用团队优惠链接注册 examfx，开始执照课程
  • Enrol at examfx through the team discount link and start the licensing course
  • 约好第一次一对一培训的时间
  • Schedule the first one-on-one session

第一个月

Month one

  • 把系统专区的四篇核心文章读完
  • Read the four core articles in the system area
  • 至少参加两次线下大课
  • Attend at least two in-person classes
  • 完成 3 次一对一培训
  • Complete three one-on-one sessions
  • 开始列名单，启动快速晋升
  • Start the name list and begin the Fast Track

国家人寿的工具与短网址National Life tools and short links

输入Type是什么What it is
natl.life/resources数字营销工具箱（eKit）Digital marketing toolkit (eKits)
natl.life/top12life · natl.life/top12annuity寿险 / 年金最常用的 12 份材料The 12 most-used life / annuity pieces
natl.life/puzzle需求分析互动工具Interactive needs toolkit
natl.life/IRA个人与小企业 IRAIndividual and small-business IRAs
natl.life/cobrand可以加上自己名字的联名材料Co-branded materials you can personalise
natl.life/69798外籍人士投保指南（Form 69798；我们的整理见《外籍人士投保》）Foreign national guide (Form 69798; our summary: Foreign Nationals)

另外还有每周的国家人寿网络研讨会、经纪人手机 App，以及给客户用的 App 和网上服务（NationalLife.com/CustomerTools）。保单和合同只有英文版。

There are also weekly National Life webinars, the agent mobile app, and the client app and online service (NationalLife.com/CustomerTools). Policies and contracts are English only.

短网址 2026 年 9 月核对过仍可用。

Short links checked working in September 2026.

AI 工具：能帮什么，哪些不能碰AI tools: where they help, and what's off limits

能省时间的地方

Where they save time

  • 内部会议、培训录音转文字，再整理成笔记、待办和邮件草稿
  • Transcribe internal meetings and trainings, then turn them into notes, to-dos and email drafts
  • 搜索、总结自己的邮箱和日历
  • Search and summarise your own inbox and calendar
  • 做客户跟进表、产品对比表（Excel）
  • Build follow-up trackers and comparison tables in Excel
  • 把英文培训材料翻成中文给自己学习
  • Translate English training material into Chinese for your own study
  • 总结网页、长视频；整理文件
  • Summarise web pages and long videos; tidy up files
  • 聊天太长时，让 AI 写一份「交接文档」再开新对话
  • When a chat gets long, have the AI write a "handoff document" and start fresh

红线

Hard lines

  • 加州录音要所有人同意；客户通话不能偷偷录
  • California needs everyone's consent to record; never record a client call covertly
  • 社安号、健康资料、银行信息不要放进消费级 AI；这些栏位自己手填
  • Keep SSNs, health data and bank details out of consumer AI tools; fill those fields yourself
  • 国家人寿的讲座禁止用 AI 记笔记或录音
  • National Life presentations forbid AI note-takers and recording
  • 给客户的中文版演示或说明、发到网上的内容，都是广告，要先送审（见《合规手册》）
  • A Chinese explainer or illustration summary for a client, or anything posted online, is advertising and needs approval first (see Compliance Handbook)
  • 不要用 AI 写假装「普通用户分享」的评论，这是不披露的广告
  • Never use AI to write comments posing as an ordinary user's experience. That's undisclosed advertising

建一个自己的提示词库：角色 + 背景 + 要求 + 输出格式。AI 能帮你做得更快，但内容对不对、能不能发，最后是你负责。

Keep your own prompt library: role + context + requirements + output format. AI can speed you up, but whether it's right and whether it can go out is still on you.

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内部培训资料，仅供签约经纪人使用。文中金额为制度算例，不代表任何人的实际收入。

Internal training material for contracted agents. Figures are structural examples, not actual earnings.