corporate overview entry level licensed agent

For Agent Only. Not for public distribution

Focused on YOU … Focused on RESULTS!

For Agent Only. Not for public distribution

Who Is The Assurance Group?

Founded in 1988.

One of the largest insurance marketing

organizations in the U.S.

Over 700,000 clients.

Over $2 Billion in sales.

100+ employees dedicated to your

success!

For Agent Only. Not for public distribution

For Agent Only. Not for public distribution

INTEGRITY - We will always be consistent in our actions, values, methods,

principles, expectations and outcomes.

RESPECT - We will always give due respect to others in order to foster an

environment of teamwork and growth.

APPRECIATION - We will always be grateful, humble and gracious toward those

that allow us the opportunity for personal, professional and financial growth.

OWNERSHIP - We will always take ownership in, and responsibility for, the

success of our co-workers, our agents and our company.

EXCELLENCE - We will always strive for perfection knowing that if we only

achieve excellence it will have been a worthwhile journey.

COMPLIANCE - We will always obey any and all laws and regulations governing

our industry for the express purpose of guaranteeing the protection of our clients,

our agents and our company.

TAG’s Core Principles

For Agent Only. Not for public distribution

TAG’s Competitive Advantages

Independent: TAG is a debt free company.

Exclusive, 100% financed leads.

Fully staffed contracting, technology, commission accounting and agent support staffs.

Proprietary agency management tool – TAG’s web portal.

Training and agent development programs. Management opportunity.

Leadership: talent and experience to help you

grow.

For Agent Only. Not for public distribution

The Assurance Group

• SENIOR MARKET Wealthiest Segment

Fastest Growing Market

10,000 New Seniors Daily!

That’s 3.6 Million annually for next

19 years

Majority in Need of Help

Many Day Time Appointments

• PRODUCTS Medicare Supplement &

Medicare Advantage

Senior Life / Final Expense

Annuities

Long & Short Term Care

Supplemental Health

For Agent Only. Not for public distribution

Where We’re Headed

• Growing national career organization.

• Developing and selling proprietary products.

• Planning our own life insurance company.

For Agent Only. Not for public distribution

Specializing In The Senior Market

Our agents offer the best product to fit each

individual customer’s needs from a vast selection of

companies including these and many more:

For Agent Only. Not for public distribution

Does It Often Feel Like This?

No System . . .

No Leads . . .

No Training . . .

No Interviews . . .

No Production . . .

No Income . . .

For Agent Only. Not for public distribution

Leads 2 Success: TAG’s “Sister” Company

TAG has invested in a state-of-the-art lead production facility to ensure a continual supply of leads.

Others may talk about leads . . .

•Annual mailing

capacity of over

100 million pieces.

•Full print and mail

fulfillment services.

•Virtual order and

tracking system.

• $4 million facility

investment.

For Agent Only. Not for public distribution

Direct Mail Leads - Scaled Rates for TAG agents

For Agent Only. Not for public distribution

Lead & Prospecting Systems

• Exclusive direct mail leads.

• Turning 65 lists.

• Referral programs.

• Neighbor reports.

• 2nd chance leads.

• Seminars.

• ASBA.

For Agent Only. Not for public distribution

Training & Agent Development

Extensive Training Program

that includes both product

and field training:

• One-on-One support.

• 24/7 On Demand Materials

• Agent Development:

Personal

Professional

Financial

• Ongoing Mentoring and

Training.

For Agent Only. Not for public distribution

How We Sell

• Set Appointment

• Uncover Needs

• Educate on Issues

• Present Solution

• Service Client

For Agent Only. Not for public distribution

TAG’s Confidential Needs Analysis

Fact Finding . . .

Additional Sales

Opportunities Are

Presented When

Serving All of The

Client’s Insurance

Needs.

For Agent Only. Not for public distribution

System for Success

Each Week: 12 - 15 Set Appointments

9 - 11 Fact Finding Interviews

6 - 9 Identify Need and Ask to Buy = 3 to 5 Sales per

week.

For Agent Only. Not for public distribution

Financial Opportunity

Product Type Avg. 1st Year

Commission

Avg. 2nd Year

Renewal

Final Expense

Life

$360 $30

Med Supp $150 $150

Medicare

Advantage

$300 $200

Long Term Care

Short Term Care

$900

$300

$175

$45

Annuity $1,500 $0

Average 1st Year Income $40,000 - $70,000

* Incomes are an estimate of what an average agent can make, Individual results may vary.

For Agent Only. Not for public distribution

Additional Financial Opportunities

Cross Sell on Delivery Potential Additional Sales

• Final Expense

• Medicare Supplement

• Life

• Long Term Care

• Annuity

• Catastrophic Plans

For Agent Only. Not for public distribution

Renewals

• Immediate renewals with no waiting period

for active agents.

– 9 month advance

– Remainder as earned on 10th-12th month.

– 13th month renewals as earned

For Agent Only. Not for public distribution

Vesting

• This is your business. Every application you and

your down line write is a brick in the foundation

for your future.

• After 5 active years you are 100% fully vested

and will receive renewals for every policy on the

books, even if you redirect your career.

For Agent Only. Not for public distribution

Your Efforts Are Rewarded!

• TAG’s Fast Start Program.

• Conventions and Trips.

• Monthly, quarterly & annual incentives.

• Recognition for efforts and achievements.

• Chairman’s Club.

For Agent Only. Not for public distribution

Management Opportunities

Management Development Program

• Regional Sales Director

• Regional Sales Manager

• Agency Director

• Division Manager

• Sales Manager

• Supervising Agent

For Agent Only. Not for public distribution

The Keys to Our Success

• Exploding Marketplace.

• True Client Need.

• Competitive Products.

• Ongoing Training &

Support.

• Commitment to

Individual Growth.

For Agent Only. Not for public distribution

• Coachable

• Willing to prospect

• Ethical

• Achievement oriented

• Disciplined

• Motivated

• Honest

• Persistent

• Hard working

• Entrepreneurial

• Ambitious

• Competitive

• Intelligent

• Driven

• Acting with Urgency

• Leaders

We Are Looking For Agents That Are…

For Agent Only. Not for public distribution

Turn Key – Entrepreneurial Opportunity

• Business plans laid out to shorten success

curve.

• Licensing

• Training

• Marketing

• Growing Your Business

• Securing Your Retirement

• Changing You and Your Families Lives.

For Agent Only. Not for public distribution

THANK YOU

FOR YOUR TIME TODAY!

www.assuregrp.com