BDFG Orientation Guide
Built DifferentOrientation Guide
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Orientation
Guide

You weren't built to build someone else's dream.

BUILT DIFFERENT FINANCIAL GROUP
Powered by
Lasting Mark
+Partnered with
Empower Life Group

Welcome to the Team

BUILT DIFFERENT FINANCIAL GROUP

Built Different Financial Group is a family of agents and agency builders who decided to bet on themselves. You'll get proven systems, real mentorship, and a team that wants to see you win.

You bring the work ethic and the heart. Together we help families protect what matters most, and we help you build an agency with your name on it. This guide walks you through who we are, the tools you'll use, and exactly what your first 30 days look like.

Table of Contents

A Letter From Our Founder

Welcome to Built Different. Stop for a second and let this sink in: you just did what most people only talk about. You bet on yourself. That takes real courage, and I don't take it lightly.

This agency was built on one belief. You weren't built to build someone else's dream. Here, every call you make, every family you protect, and every person you bring alongside you builds something that's yours.

I won't pretend the road is easy. Some days the phone feels heavy and the no's pile up. I've lived those days. What carried me wasn't talent. It was people who believed in me and a refusal to quit. You'll have both here. I'll lead by serving you, tell you the truth, and never ask you to trade your integrity for a sale.

Your story matters more than you think. What you've walked through is what will help a family trust you at their kitchen table. Show up, stay coachable, put the client first, and keep going when it's hard. Results follow the person who refuses to stop.

I'm grateful for every person who joins this team, and I believe you're here for a reason. Wherever you're starting from, you're enough to begin. Let's go build something that lasts.

Trevor Tipton
Founder & CEO, Built Different Financial Group

Who We Are

Our story, what we believe, the people leading the way, and the families we serve.

01

Our Story

Too many good people spend their whole careers building someone else's name and walk away with nothing that's theirs. Built Different exists to change that. We're agents and leaders protecting families in all 50 states, and we build agencies our people actually own.

Every day, a family sits down with one of our agents and walks away knowing their home, their income, and their legacy are protected. That's the work. The bigger story is who's doing it: everyday people who bet on themselves, learned a proven system, and grew into leaders. When you build a team here, you're not running a branch of someone else's company. You're building your own agency, with a family behind you that wants you to win.

"You weren't built to build someone else's dream."

What you can expect from us

  • A clear playbook, scripts, and systems that already work
  • Leaders who answer the phone and show up for you
  • Training that meets you where you are
  • A real path to running your own sub-agency

What we expect from you

  • Integrity with every client, every time
  • Coachability and a willingness to put in the reps
  • Showing up to team meetings and trainings
  • Treating this like the business it is

Vision & Mission

Our Vision
To change what's possible for families on both sides of the kitchen table. For every family we serve, protection that holds when life hits hardest. For every agent who serves them, a business that gives their own family freedom, time, and a future worth passing down.
Our Mission
Help people discover who they are and build from there. We meet you where you are today, believe in you before you believe in yourself, equip you with proven systems, and walk beside you as you build an agency of your own. We lead with a servant's heart, tell the truth, and never quit on each other.
How we live it

Build it. Live it. Leave it.

Build something that's yours. Live it as who you are today, because people are helped by who you're being, not who you're becoming. Leave a legacy others can stand on.

Who we serve

Families who need protection they can actually understand. Homeowners, parents, retirees, and small business owners who want someone to explain their options plainly and then do what's best for them.

Who we build

People ready to bet on who they are right now. You don't need to have it all figured out. Who you are today is enough to start, and we'll help you grow from there.

What We're Built On

Four pillars hold this agency up. Everything we do, from your first training to the way we serve a family, comes back to one of these.

01

Built to Serve

Families come first. We protect them completely through life, health, and retirement, and we do what's right for them even when it costs us the sale.

02

Built to Grow

Every agent gets a system, training, and coaching to get better every week. Nobody here has to figure it out alone.

03

Built to Lead

We raise up leaders who build teams of their own. Leaders here go first and serve first.

04

Built to Last

Business that stays on the books, income that holds, and a legacy you can pass on.

Our Leadership Team

ADD PHOTO

Trevor Tipton

Founder & Chief Executive Officer
  • Vision, culture, and agency direction
  • Leadership development for sub-agency builders
  • The BDFG playbook, scripts, and training
  • Carrier strategy and agency growth
trevor@builtdifferentfinancialgroup.comMessage me on Slack
Proudly partnered with
Your agency

Built Different Financial Group

Your culture, coaching, playbook, and team.

Our partner

Empower Life Group

Agent portal, onboarding, scripts, and training resources.

Our IMO

Lasting Mark

Carrier contracts, LINK tools, events, and recognition.

Not sure who to ask? Start with your upline. If they can't help, they'll know who can.

How We Protect a Family

We protect a family completely, through life, health, and retirement. You don't have to learn it all on day one. Most agents start in one area, get good, and add more as they grow.

Life

If something happens, the family keeps their home and their income.

  • Term life
  • Whole life and final expense
  • Universal life and IUL
  • Mortgage protection
  • Living benefits
  • Disability
  • Long-term care
  • Wills and trusts

Health

A health scare doesn't turn into a money problem.

  • Medicare Advantage
  • Medicare Supplements
  • Prescription drug plans
  • Health insurance
  • Hospital indemnity
  • Critical illness
  • Accident coverage
  • Dental, vision, and hearing

Retirement

The money lasts as long as they do.

  • Income planning
  • Annuities
  • Market-safe accounts
  • Tax-free retirement
  • Asset protection
  • Annuities with long-term care benefits

And for business owners

Group policies that let business owners cover their employees, plus key person coverage, buy-sell funding, succession planning, and executive bonus plans.

Signature program

Debt to Capital

Using cash value life insurance to help clients pay off debt and turn those payments into capital they control.

Powered by Lasting Mark

The IMO behind us: what Lasting Mark does, and the tools, events, and recognition you get as part of the Lasting Mark family.

02

How We Work Together

Built Different is your agency, your culture, and your team. Lasting Mark is the IMO that powers us. They bring the carrier contracts, technology, events, and recognition. We bring the leadership, the playbook, and the day-to-day coaching.

Lasting Mark handles

  • Carrier contracting and onboarding
  • LINK, LINK+, and INSIGHT tools
  • National events and incentive trips
  • Awards and recognition programs
Lasting Mark executive team
Brian AskinsChief Executive Officer, Senior Managing Partner
Roger ShortChief Visionary Officer, Senior Managing Partner
Zach McElwainVP, Life Strategy & Operations
Chris BallVP, Simplified Life Sales & Agency Growth, Managing Partner
Dallas KeithleyVP, Medicare & Health Opportunity & Growth, Managing Partner
Thomas GrazianoVP, Contracting & IT Operations, Managing Partner
Ty JamesVP, Medicare & Health Strategy & Sales, Managing Partner
Cody AskinsBusiness Advisor, Managing Partner
Pat SchmidtManaging Partner, Lasting Mark Retirement Group

Full contact details are in the Lasting Mark Onboarding Guide.

Tools, Events & Recognition

LINK

Agent dashboard

See your onboarding and contracting status, plus your team's submitted and issue-paid business. Training, leads, recruiting, and marketing support live here too.

LINK+

Lasting Mark CRM

Built-in dialer, automated emails and texts, and sales pipelines.

INSIGHT

Production reporting

Issue-paid reporting and analytics for you and your team, so you can see what's working.

Support

Support tickets

Contracting issue? Submit a ticket inside LINK. Help pages: lastingmark.com/contractingsupport and lastingmark.com/agentservicesupport

April 7 to 9, 2027 · Branson, MO

Beyond the Mark

Lasting Mark's annual event for agency owners. Training, a 2027 growth plan, time with top producers, and a gala.

Incentive conference

Elite Council

Rewards high producers and builders who write across a mix of carriers and put the right product in front of each client.

Awards

Legacy Awards & Lasting Mark Awards

Recognition for personal production and team building. Hit the top of Legacy Awards and you unlock Prestige, where you can reset and climb again for badges your peers can see.

Partnered with Empower Life Group

The team we train alongside, and the portal, tools, and coaching you get because of it.

03

How We Work with Empower

Empower Life Group was founded by Dana Nesen and, like us, is part of the Lasting Mark family. We partner with Empower so you get their training, tools, and community on top of ours. Their own line says it best: "Empowering you is what we do."

Empower brings

  • The agent portal and resource library
  • Scripts and script training
  • AI coaching tools for agents
  • Lead partnerships and live training
What Empower stands on

Development

"People are grown here, not gathered."

Duplication

"Leaders who build leaders."

Discipline

"We build systems, not sugar highs."

Transparency

Honest information before you commit.

The Agent Portal

Built Different and Empower Life Group are partners, and the agent portal is something we share. As a Built Different agent, you get full access. It's where a lot of your day-to-day training lives, and if it helps an agent sell, it's probably in there.

Scripts

What to say on the phone

The 2026 final expense telesales script, an aged-lead opener, an objection field guide, and an 8-lesson video series that walks you through all of it.

Onboarding

New agent checklist

A step-by-step setup list: CRM, dialer, texting, quoting tools, and everything else you need before your first call.

CRM & Dialer

Setup guides

How to set up LINK+ and the WAVV dialer, use the callback feature, and protect your numbers from being flagged as spam.

Quick Guides

Reference sheets

Final expense terms, underwriting basics, the cost of funerals, and veterans benefits, in short sheets you can pull up mid-call.

Leads

Where to buy

A vetted list of lead vendors and the lead partnerships we share, so you know where to buy and what to expect.

Live Training

Every week

The live training schedule and team sales training, so you always know what's on and when.

Not in the portal yet?

We'll get you in

Portal access comes with being part of this partnership. Tell your upline and we'll get you set up. Once you're in, sign in at agents.empowerlifegroup.com.

Tools & Coaching You Get with Built Different and Empower

Between Built Different and Empower, you get tools most agents never get. Some of these run on AI, and all of them are built by people who sell every day.

Call Review Coach

Grade your own calls

Drop in a call recording and get a grade, your top three things to drill, and the exact lines to practice before your next call.

AI Second Brain

Daily coaching

An AI coaching system for agents. It runs your morning plan, your night close, and your weekly review, and it learns how you work.

Builder Boards

For team builders

Daily boards that show who on your team to reach out to, your weekly numbers, and where you're tracking against your goal.

Agent University

On-demand training

Courses you can work through at your own pace, from your first script to running your business.

The 8 Habits

How top producers work

The daily habits that drive results, like feeding your pipeline every week, tracking every number, and keeping a chargeback reserve.

Leadership

Builder calls

Monthly calls for team builders on leadership and agency growth, led by Brian Askins, Roger Short, and Dana Nesen.

Ask your upline which of these to start with. Most new agents begin with the scripts and the Call Review Coach.

Community & Meetings

Where the team talks, trains, and celebrates. The agents who win here stay plugged in.

04

Where We Connect

Chat

Slack

Day-to-day team chat, wins, questions, and announcements. You're added to the Lasting Mark Slack when you onboard.

Training

University

Our training home, with scripts, courses, replays, and the live training schedule.

Open University

Social

Follow along

Follow, and share your wins. Your posts recruit for you.

Weekly Rhythm

Join links are on the live training schedule in University.
DayMeetingTime (CT)Hosted by
MondayLasting Mark Launch Call8:30 AMLasting Mark
Empower All Hands9:15 AMEmpower
New Agent Onboarding2:00 PMEmpower
TuesdayTactical Sales Skills10:00 AMEmpower
Built Different Recruiting Zoom4:00 PMBuilt Different
WednesdayCall Review, FEX Training Room10:00 AMEmpower
ThursdayLife Insurance Academy9:30 AMLasting Mark
Advanced Market Training10:00 AMEmpower
Built Different Team Call2:00 PMBuilt Different
Meet the Partners4:30 PMLasting Mark
FridayEmpower Training10:00 AMEmpower
New Agent Onboarding12:00 PMEmpower

Tools & Training

The systems our top agents use every day, how we sell, and how to represent the brand.

05

The BDFG Toolkit

You won't have to build anything from scratch. These are yours from day one.

GoHighLevel CRM

Our CRM backbone. Your leads, pipelines, calendar, and follow-up all live here.

Automated follow-up

Appointment confirmations and after-the-sale messages go out automatically, so nobody slips through.

BDFG Agency Playbook

Seventeen sections covering scripts, CRM setup, carriers, referrals, and client care. Your field manual.

Carrier Matrix

Which carrier fits which client, at a glance. Use it before every quote.

Underwriting Guide

What each carrier will accept for a client's health and history. Check it before you submit so the application doesn't come back.

Script library

Mortgage protection, living benefits, and final expense scripts, all built on NEPQ.

Beneficiary Referral System

A simple way to turn every policy into introductions to the people the client loves.

How We Sell

We don't do pushy. Every conversation starts with the client's problem, not our product. These frameworks show up in every script and every training, and service and sales always stay in separate lanes.

NEPQ

Jeremy Miner's questioning method for sales. You ask, they talk, and they sell themselves on the solution.

FEEL

Our objection handling system. Calm, respectful, and focused on what the client actually needs.

Life Insurance Academy

The podcast and training library from Roger Short and the Lasting Mark team. Sales skills, mindset, and seeing every call from the client's side.

Training Tracks

01Final Expense Toolkit. Telesales playbook, scripts, and underwriting basics.Start here
02Mortgage Protection. The script and how to work mortgage leads.Core
03Living Benefits. The telesales script and how to explain illness riders.Core
04Beneficiary Referrals. Turning every sale into your next appointments.Core
05Advanced Markets. Moving from final expense into IUL, annuities, and bigger cases.Next level

Lasting Mark adds its Training Center and Medicare Sales Playbook on top of this, and Life Insurance Academy runs live coaching every Thursday. Training days and times are on the Weekly Rhythm page.

Using Our Brand

If it has our name on it, it should look and sound like us. Ask for the logo files instead of grabbing one off the website.

BUILT DIFFERENT FINANCIAL GROUP
BUILT DIFFERENT FINANCIAL GROUP
Logo rules
  • Full-color logo on light backgrounds
  • White logo on dark backgrounds
  • Clean background and clear space around it
  • Left-aligned or centered
  • 350 px wide is ideal, 200 px standard, never under 120 px
Colors & type
#294196Navy
#000000Black
#4A4A4ECharcoal
#A4A3A3Silver
Navygradient
Silvergradient

Montserrat for everything.

Voice: talk like a smart friend over coffee
Sound like this
"Here's what your policy actually does, here's what it costs, and here's the part most agents won't tell you. Take a day to think on it."
Not like this
"Our cutting-edge solutions leverage industry-leading strategies to deliver best-in-class outcomes."

Plain language. No buzzwords, no jargon, no em dashes, no overselling.

Getting Started

Your first 30 days, your path to owning an agency, and who to call when you need help.

06

Your First 30 Days

0 of 16

Week 1 · Get set up

Week 2 · Learn the craft

Week 3 · Get in the game

Week 4 · Build momentum

Adjust steps to match your actual onboarding.

Your Growth Path

You own your book of business out of the gate. That part is already yours. This page is about how far you take it, from writing your own business to leading a team of your own.

1

Executive Advisor

Write your own business. Learn the system, stay consistent every week, and grow your book.

2

Area Sales Manager

Start building. Bring on your first agents and coach them while you keep producing.

3

National Agency Director

Lead leaders. Your agents are building teams of their own, and you develop them.

4

Executive Board Member

Run a full agency with leaders across the country.

You can move up through personal sales, team building, or both. Promotions are based on issue-paid business over a three-month cycle. Your upline has the current requirements for each level.

BDFG recognition

We celebrate wins every week, big and small. First sale, first $10K month, first agent recruited, first leader promoted.

Empower recognition

Top producers and builders earn a seat at the Empower Elite Retreat in Las Vegas. Monthly telesales bootcamps also put you in the room with top producers.

Lasting Mark recognition

Climb the Legacy Awards for personal and team sales, earn Prestige badges, and qualify for Elite Council and the gala at Beyond the Mark.

Who to Call

Save this page. When something comes up, here's where to go first.

If you need help withGo here
Anything at all, your first stopYour upline
Contracting or appointment issuesSubmit a support ticket in LINK
Contracting questionslastingmark.com/contractingsupport
Agent serviceslastingmark.com/agentservicesupport
GHL, logins, or automationsCallback support
support@callbackcrm.com
Leads and marketingSpeak with your upline about lead vendors
Commissions and pay questionsCommissions are paid per carrier, so check with each carrier
Trevor Tipton, Founder & CEOtrevor@builtdifferentfinancialgroup.com
623-230-9507
Our websitebuiltdifferentfinancialgroup.com
One more thing

Don't sit on a problem. Asking for help early is a strength here, not a weakness. Every leader on this team was new once.

BUILT DIFFERENT FINANCIAL GROUP
You weren't built to build someone else's dream.
Serving families in all 50 states
builtdifferentfinancialgroup.com
Powered by Lasting Mark · Partnered with Empower Life Group