Pivotal Affiliate Playbook

Make yourself financially independent while

solving a $3.2 trillion problem and improving

your own health.

Begin Onboarding ProcessSchedule a Welcome Call

The Playbook contains key elements to develop confidence and a gameplan to win. Use this as a source for the most up-to-date information on:

  • Our products

  • Our company

  • Medical Cost Sharing

  • ACA (Affordable Care Act) Insurance Options

  • ICHRA (Individual Coverage Health Reimbursement Accounts) for groups

  • Supplemental Insurance

  • Life Insurance

  • Debt Elimination with Credit Repair

Join our weekly webinar for product and company updates, advisor support and Q&A.

Weekly Webinar & Calendar

"All Hands on Deck"

Product Knowledge

What to sell and to whom

Business Development

Sales tools and techniques

Marketing Content

Flyers, Cards, Social Media and more

Our Partners

Partner information and certification

Group Business

Small and Large Group Business Process

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