Everbella Wealth Group

Welcome, New Agent

Enter your access code to continue.

Incorrect password. Please try again.
Everbella Wealth Group

{{ ytTitle }}

Welcome to the team

Everbella

Build wealth. Protect families. Grow into the agent you came here to be.

Everbella is built on mentorship, momentum, and a standard of care our clients feel from the first conversation. Your first ninety days start here, and you will not walk them alone.

Choose who you are booking with

{{ b.name }}

Meet Our Agents

The people you will be learning beside. Every one of them started exactly where you are today.

OVER 30+ agents licensed and counting..

Aleli Yglesias

Agency Owner

Karla Isabella Lopez

Founder

Karla Flores

Agency Owner

{{ agent.name }}

{{ agent.title }}

{{ agent.name }}

{{ agent.title }}

Where we show up

Recent Events

{{ ev.title }}

{{ ev.videoLabel }}

Swipe for more

Coming Up: FFL 2027 Convention

2027 Family First Life Annual Convention

Irving, Texas · Jan 2027

Irving Convention Center

500 W. Las Colinas Blvd, Irving, TX 75039

General$99
✓ 3-day access to general sessions✓ Spanish Convention✓ Carrier Meet & Greet

Issued premium

IP Leaderboard

Posted in the first week of every month with the previous month's issued premium. Numbers are final once they appear here.

"Transparency is key, we want all of our agents to know what is possible."

— Karla Isabella Lopez

{{ year }} total

$ {{ yearLead }} , {{ group }}

{{ boardHeading }}

Agency total

$ {{ totalLead }} , {{ group }}

Agent profiles

Find your numbers

Search your name to see your totals, your best month, and what you do best.

⌕

No agent matches that name yet.
{{ lbp.p.initials }}

{{ lbp.p.name }}

{{ lbp.p.headline }}

{{ st.label }}

{{ st.value }}

{{ st.sub }}

Strengths

{{ sg.icon }}

{{ sg.title }}

{{ sg.text }}

Producing months

{{ b.amount }} {{ b.label }}

Best month

{{ ipStats.bestAmount }}

{{ ipStats.best }}

Low month

{{ ipStats.lowAmount }}

{{ ipStats.low }}

Avg premium / app

{{ ipStats.perApp }}

{{ boardHeading }}

Top producer this month

{{ ipStats.topName }}

{{ ipStats.topAmount }}

{{ year }} · tap a month

Issued Premium

{{ year }} to date

{{ ipStats.ytd }}

Monthly average

{{ ipStats.avg }}

Best month

{{ ipStats.bestAmount }}

{{ tick.label }}
{{ bar.short }}

Issued premium · {{ boardLogged }}

This Month #'s

▾
▾
RankAgentIssued premiumPoliciesAvg / policy
{{ row.rank }} {{ row.name }} {{ row.ip }} {{ row.policies }} {{ row.perApp }}

{{ boardNote }}

Year-end game plan

Road to Dec 31, {{ ye.year }}

Pick a goal and see exactly what the team needs each month and week to hit it.

{{ t.label }}

{{ t.value }}

{{ t.sub }}

Set the {{ ye.year }} goal

{{ ye.goalLabel }}

{{ ye.pctLabel }}

{{ n.label }}

{{ n.value }}

{{ ye.verdict }}

Month by month

{{ mo.short }}

{{ mo.amount }}

Spotlights

{{ sp.label }}

{{ sp.name }}

{{ sp.detail }}

Agent toolkit

Know your numbers

Drag the sliders. Everything updates live.

Monthly premium ⇄ AP

{{ calc.pmLabel }}/mo

× 12 =

{{ calc.apFromPm }} AP

Monthly
AP goal

Paycheck estimator

{{ calc.advance }}

Advance on {{ calc.payApLabel }} AP at {{ calc.compLabel }} comp

AP written{{ calc.payApLabel }}
Your comp level{{ calc.compLabel }}
Advance rate{{ calc.advLabel }}
Advance (paid up front){{ calc.advance }}
As-earned (months {{ calc.earnFrom }}–12){{ calc.asEarned }}
Total commission{{ calc.totalComm }}

Work backwards from income

{{ calc.dailyDials }}

dials a day to take home {{ calc.incomeLabel }} a month

Monthly income goal{{ calc.incomeLabel }}
Average AP per sale{{ calc.avgApLabel }}
Close rate (sits → sales){{ calc.closeLabel }}
Dials per sit{{ calc.dpsLabel }}
Work days a month{{ calc.daysLabel }}
AP needed{{ calc.needAp }}
Sales needed{{ calc.needSales }}
Sits needed{{ calc.needSits }}
Per day{{ calc.perDay }}

Estimates only. Income uses the advance at your comp level; check your carrier contract for exact numbers.

All-time agent IP

{{ ipStats.agentCount }} agents logged

Every month we have logged, added up. This is the board to get your name on.

{{ row.rank }}

{{ row.name }}

{{ row.policies }} · {{ row.months }} · {{ row.perApp }}

{{ row.ip }}

Grand total · issued business

{{ grandTotal }}

{{ grandRange }}

Every month logged, including production from agents not listed on the board.

Growth · issued premium

From Day 1 to Today

2025

{{ growth.sum2025 }}

2026

{{ growth.sum2026 }}

Best month

{{ growth.peak }}

Viewing {{ tc.granLabel }}

{{ st.label }}

{{ st.value }}
{{ t.label }}
Issued premiumPolicies

{{ tc.hover.title }}

{{ tc.hover.total }}

{{ tc.hover.policies }}

{{ tc.hover.change }}
{{ xl.label }}

Scroll on the chart to zoom, drag to move, double-click to zoom in. Zoom in to switch from months to weeks, then days. On a phone, use the + and − buttons and swipe sideways on the chart.

Licensed life insurance agent, step by step

Get licensed and start selling, one clear step at a time.

Everbella walks new agents through every step to becoming licensed — account setup, pre-licensing coursework, the state exam, fingerprinting, and getting contracted.

Send to a new agent

Their Future Agent Links page

This link opens only the Future Agent Links page. No password, no other pages.

Preview their page→

{{ stat.figure }}

{{ stat.label }}

Double check whether you are taking the 2-14 Life only test or the 2-15 Life and Health.

Your licensing journey 🚀

Eleven steps to becoming an agent

Tap a step, follow it, then hit Done ✅. Your progress stays saved on this device.

Your progress

{{ progressLabel }} {{ progressEmoji }}

🎓🎉 Congrats, you passed! Get onboarded, licensed agent.
{{ cur.emoji }}

Step {{ cur.n }} of 11 · ⏱ {{ cur.meta }}

{{ cur.title }}

{{ cur.body }}

💡 {{ cur.note }}

 🔗 {{ cur.link }}→

📸 How to sign up · tap to enlarge

📸 How to book your state exam · tap to enlarge

📸 How to complete your course · tap to enlarge

🎉🏆🎉

You did it. All 11 steps done!

Message your upline so they can get you contracted.
Xcel pre-licensing sign-up guideXcel pre-licensing: how to complete your courseHow to book your state exam on Pearson VUE

Learn the language first

Video Boot Camp — Vocabulary

2-14 Life ONLY. Watch these before you start the coursework so the terms make sense.

🎬 {{ vocabCount }}

🎉 All 6 chapters watched. You're ready for the coursework!

Paperwork, in order

Onboarding Forms

Work top to bottom. Each form takes a few minutes, and finishing them is what gets you contracted and paid.

The full onboarding process is now on the YS website, step by step. Questions? Admin is available 10am–2pm.

JoinYSToday.com →

Watch and take notes

YouTube Sauce

Everything worth watching, sorted three ways.

{{ sec.title }}

{{ sec.blurb }} · {{ sec.countLabel }}

{{ it.title }}

{{ it.note }}

[ Send the video links for this section and they will show up here. ]

Learn it once, do it right

How To Videos

Step-by-step walkthroughs for everything you do in the business.

The Playbook Agency channel →

{{ sec.title }}

{{ sec.blurb }}

{{ it.title }}

{{ it.note }}
Full YouTube playlistOpens on YouTube in a new tab Watch playlist →

[ Send the video links for this section and they will show up here. ]

Everything by product

The Hub

Four vaults. Each one holds the scripts, product knowledge, objections, trainings, and appointment material for that lead type.

The Vaults

Resources

Skill / Follow Up Scripts

Podcast

Listen on the drive or between appointments

Business Trackers & Paperwork

Download your trackers

Adding non-resident states

Go to NIPR→
StStateCostTurnaround
{{ st.code }} {{ st.name }}{{ st.note }} {{ st.cost }} {{ st.turn }}

On nipr.com

{{ step }}

Set Up

Headset options

{{ hs.name }}

{{ hs.note }}

Buy on Amazon→

Professional headshots & business card

Step 0{{ hs.n }} {{ hs.text }} {{ hs.label }}→
Example business card

Business card example

Use this layout in Canva. Add your headshot, name, services and contact info.

Producer Bonus

Everbella Monthly Producer Bonus chart

Important

This portal is an addition to your training. You still need to complete the Boot Camp on the YS website.

Go to YS Boot Camp →

Everbella · Vault

{{ vaultName }}

{{ vaultBlurb }}

Word for word

Scripts

English

{{ doc.title }} {{ doc.note }} ↓

Español

{{ doc.title }} {{ doc.note }} ↓

[ No scripts in this vault yet — send them and they will live here. ]

Own the pushback

Objection Handling Docs

Build your objection board: buy a white board at Dollar Tree or CVS, print the objections, and keep them in front of you while you dial.

Watch and take notes

YouTube Videos

{{ it.title }}

{{ it.note }}

Watch on YouTube →

[ Send the video links and titles — each one becomes a button that opens straight on YouTube. ]

Go deeper

Other Agency Boot Camps

{{ bootcampEmptyNote }}

Everything else

Extra Tools

[ Add the one-pagers, calculators, and anything else agents need for this vault. ]

{{ sec.label }}

{{ sec.body }}

{{ st.n }} {{ st.text }}
{{ sec.linkLabel }} →
{{ appTitle }}

Watch and take notes

Our YouTube Sauce

Team calls, trainings, and Zoom recordings. Play them right here.

Full boot camp playlist →

{{ vid.title }}

{{ vid.meta }}

Open on YouTube →

Word for word

{{ scriptHeading }}

Read it out loud until it sounds like you.

{{ activeScript.language }}

{{ activeScript.title }}

{{ activeScript.subtitle }}

{{ p.text }}

Carrier access

Carrier Portals

Portals, e-apps, e-signature guides, service numbers, and the rep to call when a case stalls.

{{ c.initial }}

{{ c.name }}

{{ c.phone }}

 {{ em.address }}

Carrier reps

{{ rep.name }}

{{ rep.email }}

{{ rep.phone }}
{{ chip.label }} [ add links ]

Our story

What is Everbella?

[ Add a short paragraph here — what Everbella is, who it's for, and what makes it different. Two or three sentences is plenty. ]

{{ chapterEra }}

{{ chapterTitle }}

{{ p.text }}
{{ chapterCount }}
{{ g.heading }}

Team Dump

Drag a photo onto another to swap

{{ storyWho }}

My Story

{{ para }}

[ Paragraph one — where you started and what brought you into this business. ]

[ Paragraph two — the turning point, and what you learned from it. ]

[ Paragraph three — why you built Everbella and what you want for every agent here. ]