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Preparing for Sales Academy

2645 Lyndon B Johnson Fwy, Dallas, TX 75234
(972) 243-3363


If traveling to Dallas:

Bring Your Travel Information

If you are driving, print the directions and map to the hotel.   If you are flying, make sure you have your ticket or e-ticket verification and airport shuttle information.


Travel Expenses

Hotel lodging, food, airfare, and/or mileage are the responsibility of the new agent to attend Sales Academy. HOWEVER, Family Heritage will cover these expenses for you upfront. The expenses will be charged to your Representative Statement of Account.  This charge will be offset by your sales production as an additional bonus to your normal commission paid by Family Heritage.  You will need to bring enough money to pay for your lunch and other travel expenses. Sales Academy is not required, but is encouraged for all new agents. Failure to produce enough sales production in the agents first year to offset the expenses for Sales Academy will result in reimbursement from the agent back to Family Heritage.


Writing Materials

You will need to bring a pen or pencil and a note pad to write on. All other materials will be provided for you.


A Large Enough Suitcase

You will be given sales materials and supplies during sales academy that will need to be carried back with you.  Please be prepared for this when you are deciding which suitcase to bring!    Make sure you have room for 2 binders (each approximately 2 inches thick) and assorted supplies and materials.


Proper Attire

The dress code for the week is business casual (no jeans).  Polo shirts, khakis and Dockers are acceptable.


Contact Information

Have your Manager or Recruiter’s phone number with you in the event there is a problem or emergency at, or on the way to, Sales Academy.

If you have any questions prior to your trip, please contact Renata Wicktora at (440) 922-5131 or Denise Scotch (440) 922-5144 during normal business hours (M-F 8:00 am – 5:00 pm EST).  Otherwise, contact your Manager or Sales Director.


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