Welcome

Leading Laptop Revolution for Entire Company

Top Expansion Territory in 2011

Leadership Development HUB for the state of Idaho

Idaho Expansion Plan

Idaho Expansion Plan

Idaho Expansion Plan

Introduction to Competition

Who You Are

Name

Where you’re from

What you are looking for in a career

Have you ever been in Sales or Management

Current Market Place

Buyers Market

Top Level Talent

Best Educated

Most Experienced

Most Professional

Cream of the Crop

Select Top 3%

Competitive Selection Process

1. Telephone – 1st InterviewQualifications/Education/Experience

2. Personal Interview – 2nd InterviewPersonal/Families Values & Qualities

3. 3rd Interview w/ Regional ManagerCompany Information

4. Candidate Assessment Test

5. Candidate Evaluation –Round Table

5. Performance Interview-4th Interview

7. Final Interview – 5th InterviewWhy You? Top 3%

Niche Marketing

• STABILITY - Proven systems for continuous lead generation

• Developed community relationships with groups, schools, churches, fraternal organizations, associations, credit unions and unions

• Over 44,000 Niche groups in North America

• Serving over 8.5 million members

• No family and friends prospecting

We Deliver Benefits

“Our mission is to

protect every child

and to serve all

working people.”

•Exclusive benefit programs

•Designed to fill major gaps in

workplace benefits

•Customized to each family’s needs &

situation

•Personal In-Home service

Success Factor: Consistent Leads

20 Presentations per week

25% of Affiliates leads are from

Proven Buyers

• Existing Client Leads throughout the

territory

• Union & Association leads in territory

• Provides STABILITY

75% of leads are Referrals Affiliates

generate from the Proven Buyers

• Existing customer Referrals

• Union & Association Referrals

• Locally-generated Child Safe Referrals

• Emerging Market - GROWTH

Success Factor: In-Home Laptop Presentation

Needs Analysis Survey - Family & Finances

The Proposal – 4 key areas of concern

Final Expenses

Income Protection

Mortgage Protection

Children’s Education

Hour Power Benefit Programs

Member ($30) Spouse ($30) Children

Accidental Hospital$150 Emergency Room $150 $150

$300 Daily Hospital $300 $300

$600 Intensive Care $600 $600

$100 Sickness Hospital $100 $100

Funeral Benefit$33,000 Freedom of Choice $33,000 $10,000

$70,000 Accidental $70,000 $6,000

$90,000 Auto Accident $90,000 $12,000

$150,000 Common Carrier $150,000 $30,000

Monthly Income$6100 X 48 months $6100 X 48 Month

Success Ratios

How many people would

you enroll?

Formula for Success

Effective Systems & Processes

+

Continuous Training & Support

+

Proven Presentation

+

Positive Attitude

+

Proper Activity(20 Presentations)

=

On-going Success

A Long-term Career

where

You get paid

what you’re worth!

Performance Based Compensation:

Fortune 500K Fast Track

1 48 weeks worked per year 2 Total income based on $1989 ALP per sale

Weekly Average Monthly Yearly

Sales Advance

Activity

Guarantee

Weekly

Bonus

Total

Weekly

Income 1Total

Monthly Income

Total

Yearly

Income 1,2Convention

Qualifier

1 $994 $175 $49 $1,218 $4,872 $58,464 Y

2 $1,989 $175 $99 $2,263 $9,052 $108,624 Y

3 $2,983 $175 $149 $3,307 $13,228 $158,736 Y

4 $3,978 $175 $198 $4,351 $17,404 $208,848 Y

Your Compensation

Performance Based Compensation:

50% Contract

65% Advance

First 8 Months

Manager-in-training

• Lead by example

• Learn how to Select people You

want to work with

• Train Producers in the office

& in homes

• Manage Producers to maintain

proper activity & attitude

• Lead each Producer to achieve

their professional & personal

goals

Fortune 500K Fast Track

Promote yourself

Management Track

Supervisor (SA)Focus on Selling, Building and Teaching

Manager (MGA)Owns and Operates own business

Regional Manager (RGA)Managing a region

Sales DirectorDirects specific aspects of the company

Regional Vice PresidentDirects critical aspects of the company

PartnerShares responsibility for success of

whole company

Expansion Plan

The Company will invest in a New Office

for Managers who develop a

team of 10+ Producers

Expansion Plan

Transition to a community-based company that can

adequately respond to local consumer demand.

Phase 2

30 OfficesFinished 2006

Objective:

Phase 4

144 Offices

Phase 3

72 OfficesFinished 2009

Phase 5

288 Offices

Idaho Expansion Plan

The Boise Team is currently selecting and

training Leaders to Immediately open New

Offices in the following areas:

* Twin Falls * Lewiston *Coeur d’Alene

Success Profile

• Honesty

• Integrity

• Trust

• Positive Attitude

• Flexible, Adaptable & Trainable

• Strong Work Ethic

• Ownership Mentality

• Work Retail Hours – Evenings & Weekends

• Committed to 20 Presentations per week

Retirement

“The #1 reason people choose a

career in the Financial Industry is

Residual Income.”

4 Traditional Ways to Retire:

1. Pension

2. Savings

3. Investments

4. Social Security

Investment For Selected Candidates

Mandatory Insurance School (Junior Level College Course in 5 Days)

Pass Exam & Obtain Required License (70%+ on Multiple Choice Exam)

KEY: Affiliates Earn Equity via Proper Activity / Results

1. Annual Leads Supply ($10,000+)

2. Initial & Ongoing Training ($12,000+)

3. Marketing Materials ($2,000+)

4. Training Materials, Supplies, Office, plus much more ($10,000+)

KEY: ROI based on developing dynamic Team Leaders

Affiliate Investment: “Sweat Equity”

Company Annual Investment in Affiliates: $34,000 +

4th Interview Expectations

Be prepared to discuss:

1.Your ability to make the required Time & Effort commitment

2. Evidence that you are Flexible, Adaptable & Trainable with a Strong Work Ethic

3.Why you are the Best Candidate and what you

bring to our team to make us stronger

4. Why you should be considered for the Fortune 500K Fast Track management program