Kanishia Wallace
Book a call with me:
EFP: New Partner Game Plan Call
Let’s build your personalized game plan for success and map out your next 30 days as a new agent.
Welcome to your New Agent Game Plan Call 🎯
This strategy session is designed to help you hit the ground running now that you’ve completed registration and gained access to your course materials.
During this Zoom call, we’ll:
✅ Review your onboarding steps (licensing, carrier access, training completion)
✅ Outline your first 30-day game plan for activity and production
✅ Walk through your tools and systems (Integrity dashboard, scripts, leads, and CRM options)
✅ Clarify your income goals and how to track progress
✅ Answer any questions so you feel confident and ready to move
This is a working session: bring your notebook, questions, and a clear goal for what you want to achieve.
Milestone Method | 30-Minute Plan Review Session
This 30-minute session is part of your personalized Milestone Method: 12-Week Success Program.
During this call we will:
- Review your progress from the last 4 weeks
- Identify what’s working and where adjustments are needed
- Update your tasks or timing to keep your plan aligned with your lifestyle
- Re-energize your focus for the next phase of your program
👉 Please be prepared by having your Weekly Task List and reflections nearby so we can make the most of our time together.
30 MIN: Credit File Review Session
What to Expect From Your FREE Credit Review Session:
After you book your appointment, you’ll be redirected to purchase your full tri-merge credit file (from all three major credit bureaus) for just $39.99. This step is required so I can review your report line by line and prepare a custom strategy for you before our call.
During our scheduled appointment, here’s what you can expect:
I’ll walk you through your personalized credit analysis report — breaking down what’s helping or hurting your score the most.
We’ll review key areas like outdated accounts, negative items, and opportunities to strengthen your profile.
We’ll also discuss your credit goals, timeline, and the exact steps you can take to start seeing results.
The goal is to help you walk away with clarity and a game plan tailored to your situation.
✅ We’ll join on Google Meet and I’ll share my screen so you can follow everything in real time.
✅ Please be ready to access the video webtool at your scheduled appointment time. Bring your questions and a notepad to write down key points.
⏰ Please be on time. There’s a limited grace period however, each session is capped at 30 minutes.
📝 How to Access Your Credit Report
After booking, you’ll be redirected - Please follow these steps:
- To Create an account
- Answer a few verification questions and choose the Premium DIY Services option to purchase your tri-merge credit reports
- Complete signup and identity verification
- Once complete, I’ll have secure access to review your report before our call
✅ This step is required to move forward with your credit review session.
If you run into any issues, feel free to reach out before your appointment.
Life Insurance Policy Review Session
Free Life Insurance Policy Review
Take the time to review and optimize your current life insurance policy! In this free session, we’ll evaluate your existing coverage to ensure it aligns with your financial goals and provides adequate protection for your loved ones.
What We’ll Cover:
- A breakdown of your current policy terms and benefits
- Ensuring your coverage meets your family’s needs and financial priorities
- Identifying any gaps or opportunities for improvement
- Answering your questions about life insurance options
Whether you’re uncertain about your policy’s details or want to explore potential enhancements, this session is designed to give you peace of mind and confidence in your coverage.
Duration: 30 minutes
Cost: FREE
Let’s make sure your policy is working as hard for you as you are for your family. Book your session today!
Coverage Discovery & Strategy Session
In this free session, we’ll review your current life coverage (if any), discuss your goals, and help you discover which options align best with your needs and budget. Whether you’re starting fresh or reassessing existing protection, this is your space to get clarity and confident next steps.
✔ Educational. Personalized. No pressure.
30 MIN: Credit File Review Session
What to Expect From Your FREE Credit Review Session
During our scheduled appointment, here’s what you can expect:
I’ll walk you through your personalized credit analysis report — breaking down what’s helping or hurting your score the most.
We’ll review key areas like outdated accounts, negative items, and opportunities to strengthen your profile.
We’ll also discuss your credit goals, timeline, and the exact steps you can take to start seeing results.
The goal is to help you walk away with clarity and a game plan tailored to your situation.
✅ We’ll join on Google Meet and I’ll share my screen so you can follow everything in real time.
✅ Please be ready to access the video webtool at your scheduled appointment time. Bring your questions and a notepad to jot down key points.
⏰ Please be on time. There’s a limited grace period, and each session is capped at 30 minutes.
30 MIN: Credit File Office Hours
This Appointment is Reserved for Current Full-Service Clients Only
This session is designed for active full-service clients who want clarity or guidance regarding their credit file. During our time together, you can bring any questions you have about your monthly strategy review or your current credit cycle.
What to Expect
- We will go over any updates you want to understand more clearly
- You can ask questions about your credit file, your progress, or next steps
- You will receive guidance on anything that may need your attention before the next cycle
This session is optional and available once per month or once per cycle, depending on where you are in the dispute process.
How to Prepare
- Bring your questions and any bureau mail you want reviewed
- Have your monthly email update available for reference
- Please be on time since each session is capped at 30 minutes
This space is here to support you and give you the clarity you need throughout your credit journey.
