morning recap

3/20/2020

Copyright 2016 Surge365, LLC 1

This is a real business

Earn substantial money without building a team

See the world for less or even do it for FREE

Incredible tax advantages

Tools to help grow your travel business

Everyone who buys a subscription wins

This makes Surge365 a GREAT opportunity

Morning Recap

• Our Founders track record

• How the comp plan works

• How to work the comp plan

• Tools to help build your business

• Taxbot – Expense tracking made simple

• Review our systems

• Discover the “Why” of your business

• Help establish clearly defined plan for success

This Afternoon

• Recruited over 100,000 into financial services

• Sold over $25 Billion life insurance

• Founded a travel company that introduced 100’s of 1,000’s to the travel industry

• Sold $3 Billion in retail travel

• Building 2 large direct sales businesses proves they know how to help YOU WIN!

Founders Are Proven Builders

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• With their help, hundreds of people have earned $1 Million or more in direct sales

• Many times more have become financially independent through their mentoring

• Nearly $1 BILLION in commission has been paid to their sales forces

Mentored Top Earners

Coca Cola Annual Report

A billion hours ago, human life appeared on earth.

A billion minutes ago, Christianity emerged.

A billion Coca Colas ago was yesterday morning.

Understand Leverage

SURGE BUSINESS ASSOCIATEIn order to Sell our 2 Packages the TIP (Travel Income Package) or the TOP

(Travel Owner Package) you must be licensed to Sell.

The Monthly Fee is ($19.95) and is a recurring fee.

WHAT IS AN SBA/CEO?

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• As an SBA, you will

• 1) be sharing the TIP (Travel Income Package) which includes the products: Vortex / Travel Agency/ S365 Reward Trip

• TOP (Travel Owner Package) which includes the products: Vortex / Travel Agency / Ownership / Vacation Vault / S365 Reward Trip

• Also, as an SBA, you will

• 2) build a team of SBAs using a team-building approach to earn commissions by selling the TIP and TOP Packages.

S365NG Business Associate (SBA)

For your $19.95 SBA Monthly FeeYou will receive an online Back Office with all the tools, reports, and communications you need to successfully manage your business!

Marketing Site surge365.com/url

Plus, you will receive Touch365, the state-of-the-art Surge365 Mobile App so you can work your SBA business on the go AND you will receive the Taxbot app, which is the ultimate mileage and expense tracker!

S365NG Business Associate (SBA)

SBAs make money several ways

• Personal sales

• Team Builder Overrides & Residual

• $1,000 & $10,000 Bonuses

• Regional Builder Overrides & Residual

• National Builder Overrides & Residual

• Marketing Director Program

Surge Business Associate

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How You Are Paid

Go to –my.surge365.com

Type in – User name & Password

Hover over MENU

Highlight and Click on Resources

How You Are Paid

• Click SBA DOCUMENTS

• Click SBA Compensation Plan

• Download and review

Qualified To Override – QTO

• 3 personal TIP or TOP sales

• Must maintain at least 3 during each pay cycle to receive overrides & bonus compensation

100% Match

• Paid on personally sponsored SBAs who become Team Builders. 100% Match paid on• Team Builder license fee override• Team Builder monthly residual

QTO & 100% Match

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Commission on sales include the following:

• Direct Sale Commission

• Team Builder Overrides & $1,000 Bonuses

• 100% Match of Team Builder Override

• Regional Builder & National Builder Overrides

• 6 Team Builder Generations

Sales made between Friday 12:00 AM & Thursday 11:59 PM (CST) are paid the following Friday

When You Are Paid

Get Off to a Fast Start

$30

1

$30

2

$30

3

$50

4

$50

5

$50

6

$50

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$20 override on TOP sales plus $142.84

toward bonus paid in $1,000 increments

TEAM BUILDER GROUP

F a s t S t a r t Te a m

$1,000$1,000$1,000$1,000$1,000$1,000$1,000

Refer to complete Compensation Plan at: bit.ly/S365comp

Income Disclosure Statement can be found at: bit.ly/S365IDS

UNLIMITED

100 = $10,000

Additional

$25,000 Bonus*

Limited TimeEarn $10,000 in

First 100 Days

TEAM BUILDER Group100 Active in Team Builder Group

generates a $10,000 Bonus

Total Compensation up to $26,000

*$25,000 Bonus paid in $5,000 monthly installments as long as you maintain 100 active Team Builder Group sales.

100% MATCH

INFINITY RESIDUAL

TEAM BUILDER GROUP

INFINITY OVERRIDES

PERSONAL COMPENSATION

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Your Team Builder Group

= $20 =

$1,0002 4 6 8 10 12 14Points

Earnings based on Travel Owner Package (TOP) sales – 2 points = $142.84

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= $20 =

$1,0002 4 6 8 10 12 14Points



= $20 =

$1,0002 4 6 8 10 12 14Points



= $20 =

$1,0002 4 6 8 10 12 14Points


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= $20 =

$1,0002 4 6 8 10 12 14Points

Congrats! You just earned Regional Builder

$1,000 Bonus for every 7 TOP sales (14 points

• Unlimited & no replacing falloff

• Monthly overrides on Team Builder group

• Paid on Team Builder Generations

• (Must Be QTO (3 Personal Sales) to Qualify for Bonuses)

As long as SBAs (Surge Business Associates/CEO’s) keep selling & recruiting these overrides & bonuses continue through INFINITY!

Team Builder Perks

• Earning your 5th $1,000 Bonus is HUGE!

• You likely surpassed $6,000 in earnings & are positioned to explode your Surge business

• Up to this point you’ve been adding sales

• Now you begin multiplying & you are closer than you realize to the $10,000 Bonus

• And you’re qualified to receive your Regional Builder Jacket!

You’re a Regional Builder

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Team Builder Group

First

Generation

Second

Generation

Third

Generation

4th

Gen

5th

Gen

6th

Gen

Team Builder & Generations

Achieve 100 ACTIVE Team Builder Group sales

• All sales each count as 1 for 10K Bonus

Hold 100 for 2 consecutive months. Example

• April 30th you have 100 or more active

• May 31st you still have 100 or more active

$10,000 – Paid on June 11th with residual check

$16,000 – Overrides & $1,000 bonuses*

• No time limit to earn this bonus

• $10,000 Bonus can be earned multiple times

$10,000 Bonus

Earn $10,000 Bonus in your first 100 days

• If all sales are TOP you will earn

100 sales X $20 TB override $2,000

7 sales = $1,000 Bonus X 14 $14,000

100 active for 2 months $10,000

$5,000 Bonus X 5 months* $25,000

TOTAL EARNINGS $51,000

$50K In 100 Days

*Must maintain 100 active each month to receive $5,000 Bonus.

Want to see how simple this is?

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Month 1

• Earn Team Builder

• Sponsor 1 SBA & help them get QTO

• Help those 3 become QTO

Month 2

• Help those 9 become QTO

• Your have 40 toward your 100

Month 3

• Help those 27 new people become QTO

• You have 121 Team Builder group sales

Change Your Life In 90 Days

Commission on monthly fees paid on 11th based on the previous months renewals. This includes

• Team Builder residual & the 100% Match

• Regional & National Builder residual override

• 6 Team Builder Generations

$10,000 Bonus is paid with residual

When You Are Paid

Let’s Talk About Taxes

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There are 2 tax systems

• One for business owners and entrepreneurs

• The other is for people with regular jobs

Why does the government allow tax breaks

• Small business is responsible for 70% of the growth of our economy

Home-Business Tax Breaks

Do you qualify for the deductions

• Did you start this business to make money

• Will you work 45 minutes a day, 4 days a week

• Are you willing to keep track of your expenses

If you answered yes to all 3 questions you may qualify for these amazing tax breaks

Home-Business Tax Breaks

Business Mileage Deduction

IRS requires you provide:

• Total mileage of trip

• Date of trip

• Business-related reason

2019 standard per mile deduction is $0.54*

• 80 miles per week

• 52 weeks per year

*Based on 2019 IRS statutes

80 Miles per week

x 52 Weeks per year

4,160 Business miles

x .54 per mile

$2,246 Total deduction

x 35% Tax bracket

$786 Savings

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Hire Kids For Big Savings

Example

• Your child works a few hours a week and you pay them a reasonable hourly wage.

• $300 monthly ($3,600 year)

• They in turn spend $3,600 on things you would normally have purchased for them.

• Net result for you

$3,600 Deductions

35% Tax Bracket

$1,260 Savings

Per Child

For Training Purposes Only Consult Your Tax

Professional

Business Makes You Money

These 3 targeted tax breaks would save the Vortex Owner in this example

$786 – Business mileage deduction

$924 – Home office deduction

$1,260 – Hire your child deduction

$2,970 – In your pocket

*Based on 35% tax bracket

Your Business Can Make You Money... While Making Money In Your Business

How To Access Taxbot

• Click Taxbot in back office

• Enroll at bottom of page by choosing password

• Use same email as Surge

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Taxbot Dashboard

Taxbot App

automatic mileage tracking

manual mileage tracking

expense tracking

tax education center

audit safe™ reports

running total of deductions

Taxbot App

Just snap a picture & answer the questions

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Taxbot App

• Create a new category for your child’s payroll expense

• Take picture of time sheet for digital record.

Taxbot Auditsafe™ Reports

Taxbot

Securely link your

bank or credit card

Taxbot will look for any

missed deductions

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Taxbot Tax Education Center

Sandy Botkin• CPA

• Tax Attorney

• Trainer for the IRS

• Guest tax expert on: FOX, CNN, CBS, CNBC

Taxbot

Keeps track of ALL legitimate business deductions

Helpful videos sent to your inbox

Taxbot cheerleader encourages you

Taxbot Blog with tax tips and pertinent articles

Alerts asking about deductibility of recent trips

40 page eBook helps you get started

Links to bank and credit cards for more deductions

$19.99 is the lowest monthly price you can find

Included in Monthly SBA fee

S365 Mobile App

Click on S365 Mobile App ad in back office

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Download Instructions

Follow instructions to download to Apple or Android

Watch the Surge365 Mobile App Webinar

Start prospecting... NOW!

Touch 365

SHARE – Send videos to prospectsPROSPECTS – Keeps track of potential business partners Name, Phone, Email3-WAY CALL – With Prospect, Upline, SidelineEVENTS – Set-up, invite & remind prospects of events, calls and moreOFFICE – Back OfficeALERTS – Notification when Prospect watches video and Updates from Corporate

Text MessageHey Name. Can you text me when you get a moment-I need a quick favor and I’m hoping you can help me out…

E-Mail Message Subject: Quick Favor Hi Name, Can you reply when you get a moment… I need a quick favor and I’m hoping you can help me out…

Prospecting & Follow-up

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Send follow-up video

You receive an alert when prospect begins watching

Schedule next exposure right after they watch video

Prospecting & Follow-up

S365 Mobile App

Download the App & watch webinar

• Learn how to use the App

Send to yourself before sending to prospect

• You must know what they will see

Set reminder so you can follow up

• 24 hours, 3 Days & 7 days

Let the system do the sorting

• Invest in those who show interest

Included in Monthly SBA Fee

Your Back Office

The Command Center for your business

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SBA Training

• Click S365 Academy

• Click 100 Series

• Watch Videos

Back Office – Resources

• Business Forms for account updates

• Comp Plan & other important SBA docs

• Certificates for recognition at meetings

• English & Spanish Presentations

• Prospecting, Training & Subscriber videos

Back Office – Earnings

View your earnings history by week here

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Back Office – Reports

• All aspects of your business are tracked here

• Personal progress toward next goal

• How close are team members to next promotion

• Reports specific to your Rank

Back Office – Team Reports

• Search for a specific person or a group based on Rank

• Reports expand to show entire downline

• Legend allows you see status without leaving report

Back Office - Account Settings

• Welcome Email

• Personal Information lets you edit address & phone

• Website Personalization lets you modify the name appearing on Surge365 & Vortex websites

• Subscriptions is where you manage payment details

• Order History shows payment details

• Commission History is a shortcut to your earnings report

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Back Office – Modules

• Earnings – Current Weekly & Monthly pay

• QTO – Important & easy to find

• BONUS BANK – How close to the next one

• $10,000 Bonus – Tracks your progress

• Achievements – How close to promotion

• My Why – Keeps “Why” in front of you

More Than A Back Office

• Reports to run your business

• Marketing websites help you sell & recruit

• Winner’s Win Bi-Weekly Training w/Founders

• Recruiting and sales videos & presentations

• Taxbot could help save you $1,000’s

• Surge Mobile App AKA (Touch 365) sorts prospects for you

• All included in the $19.95 monthly SBA fee

PROGRAM

DIRECTOR

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Level 1 Director Level 2 Director

Level 3 Director Level 4 Director

Director Program

•Dodge Charger

•Dodge Challenger

•Monthly Director Bonuses

•Presidential Rolex

•Dream Vacation or Boat


•Mercedes CLA45 AMG

•BMW 428i

•Jaguar XF


•$1,000 Monthly Bonus PLUS

•$2 Director Residual Bonus

•Director Blazer

• Lamborghini Huracan

• Ferrari Portofino

• 2 or 4 Door Bentley

• Monthly Director Bonuses

DirectorLevel 5

$1,000,000

Cash Bonus

Level 6 Director

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$1 Million DollarVacation Home, Yacht Or Motor Coach

Level 7

DIRECTOR

Level 8 DIRECTORAnd

$1,200,000 Yearly BONUS

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Your Why

• Chances are you already have a “Why”

• It is your most important asset in Surge

• Is it a new house

• Or a new car

• Better school for kids or grand kids

• Savings or paying off the bills

• Financial support for a cause you believe in

• No “Why” is wrong as long as it motivates you

What is Your Why!

• Begin with the cost

• Determine monthly amount you need to earn

• Divide by $1,000

• Multiply by 7 sales (TOP)

• This is the number of Team Builder sales required to hit your monthly goal

Make Your “Why” a Reality

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• Focus on the right activity• Warm market prospecting & follow up• Personal & your Team Builder group

SBAs• Right activity always results in sales• Don’t spend time convincing• Remember the card game war

Don’t Focus on Sales

• Time commitment must match income goal

• You must set aside time to succeed

• Consistent daily effort

• But never at your job

• This is a 3 – 5 year commitment

• Let’s play a quick game

• Are you willing to be held accountable

• If you answered “Yes” then you are ready

Will You Commit

Our Promise

It Won’t Be Easy…

But It Will Be Worth It!

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Trust is the foundation of our business

Relationships are how we build

Accessible to everyone

Value added into the lives of those we meet

Ethics drives our decision making process

Live your passion and dreams

T.R.A.V.E.L.It’s How We Do Business

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morning recap

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