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Clark Direct › MVM Agency

Welcome to MVM Agency

Protecting Families • Building Legacies • Growing Leaders

← Back to Find My Team Full Agency Site →
5×Weekly Live Training Calls
4Core Product Lines
30+Top Insurance Carriers
SFGNetwork Behind You

👋 Welcome from Max Vallery-Masson

Max built MVM Agency as a first-generation American with a family to protect and a legacy to build. Whether you’re brand new or already producing, you’ll find a team here that takes your success personally. Culture isn’t a poster on the wall — it’s how we operate every single day.

📋 Onboarding Checklist

✅

One Checklist. Everything You Need.

Your full onboarding roadmap — 40+ steps from Day 1 through your first sale. Progress saves automatically and follows you across devices. Bookmark this on your phone.

Open Checklist →

🔧 Agent Toolkit

Your daily-use field apps. Scripts to run live, references when you’re stuck, drills to stay sharp. Bookmark these on your home screen.

❤️

Final Expense Script

Live presentation script. Step-by-step FE flow for use at the kitchen table.

Open Script →
🏠

Mortgage Protection Script

Full MP flow — rapport, need, solution, close.

Open Script →
📱

Phone Script (Live)

Inbound & outbound phone script. Set the appointment.

Open Script →
🔍

Carrier & UW Guide

Carrier rules, build charts, med conditions, e-app links — your daily reference.

Open Guide →
📈

Performance Tracker

Track daily activity, climb the leaderboard, earn badges. ~60 seconds a day.

Open Tracker →
🎲

Roleplay Scenarios

Live roleplay — objections, tough clients, stall closes.

Open Scenarios →

💰 The Income Opportunity

New Agent — First 90 Days

$5K–$8K/mo

Licensed, contracted, learning the system.

Developing Agent — 3–6 Months

$10K–$15K/mo

Building your pipeline and skill set.

Consistent Producer — 6–12 Months

$15K–$20K/mo

Full-time income, first team members.

Agency Builder — Year 1–2

$20K–$30K/mo

Personal production + team overrides.

📊 APV Calculator

Enter your contract level, set a monthly APV goal, see the exact lead mix and commitment needed. Same math your upline uses to plan lead orders.

Open Calculator →

📆 Your First 90 Days

D1

Day One — Get Plugged In

Watch the Welcome Video, complete your Five Voices Assessment, join Slack, add the Agency Calendar, and read the Agent Handbook cover to cover. Non-negotiable.

W1

Week 1 — Contracted, Trained, Shadowing

Finalize SFG contracting, drill FE & MP scripts daily, shadow real appointments in the ZoomWorkRoom, and start your warm market list of 100 names.

30

Days 8–30 — First Solo Production

Order first A Leads (approved by Max), run solo appointments, submit first applications, target $250+ Paid Premium Per Lead, and debrief every appointment.

60

Days 31–60 — Build Consistency

Set a standing weekly lead order, master objection handling, use the Performance Tracker, and hit $5K–$10K monthly net placed premium.

90

Days 61–90 — Promote & Lead

Hit $10,000+ net placed premium in a single month, introduce the opportunity to 2–3 people, and attend a live SFG Engage or IGNITE event.

💬 Stuck? Got a Question?

Post in #mvm-agency on Slack — someone responds within 12 hours. Max runs live Q&A every weekday morning. You’re never alone here.

Open Slack →

📚 10 Steps to Excellence

1: Set Up Systems 2: Create a Plan 3: Order Leads 4: Calling Leads 5: Best Product 6: Preparing Options 7: Client Presentation 8: Writing Application 9: Submitting Business 10: Get Paid