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Welcome
Idaho Expansion Plan
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
Introduction to Competition



Current Market Place    Who You Are
 Buyers Market          Name
 Top Level Talent       Where youre from
   Best Educated        What you are looking
   Most Experienced      for in a career
   Most Professional    Have you ever been in
                          Sales or Management
 Cream of the Crop
 Select Top 3%
Competitive Selection Process

                1. Telephone  1st Interview
                     Qualifications/Education/Experience

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

                3. 3rd Interview w/ Regional Manager
                     Company Information

                4. Candidate Assessment Test
                5. Candidate Evaluation Round Table
                5. Performance Interview-4th Interview
                7.   Final Interview  5th Interview
                     Why You? Top 3%
AIL / Altig Boise Presentation
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 familys needs &
                      situation
                      Personal In-Home service
Success Factor: Consistent Leads
                     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

         20 Presentations per week
Success Factor: In-Home   Laptop Presentation
Needs Analysis Survey - Family & Finances
The Proposal  4 key areas of concern


 Final
 Expenses

 Income
 Protection

 Mortgage
 Protection

 Childrens
 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
AIL / Altig Boise Presentation
Performance Based Compensation:




            A Long-term Career
                  where
               You get paid
            what youre worth!

    Fortune 500K Fast Track
Your Compensation
    Performance Based Compensation:


First 8 Months
                     Weekly Average                         Monthly                Yearly

                                                 Total                        Total
                         Activity     Weekly    Weekly        Total          Yearly         Convention
Sales      Advance      Guarantee     Bonus    Income 1   Monthly Income   Income 1,2        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




50% Contract
65% Advance
1   48 weeks worked per year
2   Total income based on $1989 ALP per sale
Fortune 500K Fast Track
                    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
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 Director
                    Directs specific aspects of the company
                   Regional Vice President
                    Directs critical aspects of the company
                   Partner
                    Shares 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

Objective:
Transition to a community-based company that can
adequately respond to local consumer demand.


Phase 2         Phase 3         Phase 4       Phase 5
30 Offices      72 Offices      144 Offices   288 Offices
Finished 2006   Finished 2009
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 dAlene
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
4 Traditional Ways to Retire:
1. Pension
2. Savings
3. Investments
4. Social Security


  The #1 reason people choose a
  career in the Financial Industry is
         Residual Income.
Investment For Selected Candidates



Company Annual Investment in Affiliates: $34,000 +
   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
  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
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
AIL / Altig Boise Presentation
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Ad

AIL / Altig Boise Presentation

  • 2. Idaho Expansion Plan Leading Laptop Revolution for Entire Company Top Expansion Territory in 2011 Leadership Development HUB for the state of Idaho
  • 5. Introduction to Competition Current Market Place Who You Are Buyers Market Name Top Level Talent Where youre from Best Educated What you are looking Most Experienced for in a career Most Professional Have you ever been in Sales or Management Cream of the Crop Select Top 3%
  • 6. Competitive Selection Process 1. Telephone 1st Interview Qualifications/Education/Experience 2. Personal Interview 2nd Interview Personal/Families Values & Qualities 3. 3rd Interview w/ Regional Manager Company Information 4. Candidate Assessment Test 5. Candidate Evaluation Round Table 5. Performance Interview-4th Interview 7. Final Interview 5th Interview Why You? Top 3%
  • 8. 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
  • 9. 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 familys needs & situation Personal In-Home service
  • 10. Success Factor: Consistent Leads 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 20 Presentations per week
  • 11. Success Factor: In-Home Laptop Presentation
  • 12. Needs Analysis Survey - Family & Finances
  • 13. The Proposal 4 key areas of concern Final Expenses Income Protection Mortgage Protection Childrens Education
  • 14. 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
  • 15. Success Ratios How many people would you enroll?
  • 16. Formula for Success Effective Systems & Processes + Continuous Training & Support + Proven Presentation + Positive Attitude + Proper Activity (20 Presentations) = On-going Success
  • 18. Performance Based Compensation: A Long-term Career where You get paid what youre worth! Fortune 500K Fast Track
  • 19. Your Compensation Performance Based Compensation: First 8 Months Weekly Average Monthly Yearly Total Total Activity Weekly Weekly Total Yearly Convention Sales Advance Guarantee Bonus Income 1 Monthly Income Income 1,2 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 50% Contract 65% Advance 1 48 weeks worked per year 2 Total income based on $1989 ALP per sale
  • 20. Fortune 500K Fast Track 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
  • 21. 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 Director Directs specific aspects of the company Regional Vice President Directs critical aspects of the company Partner Shares responsibility for success of whole company
  • 22. Expansion Plan The Company will invest in a New Office for Managers who develop a team of 10+ Producers
  • 23. Expansion Plan Objective: Transition to a community-based company that can adequately respond to local consumer demand. Phase 2 Phase 3 Phase 4 Phase 5 30 Offices 72 Offices 144 Offices 288 Offices Finished 2006 Finished 2009
  • 24. 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 dAlene
  • 25. 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
  • 26. Retirement 4 Traditional Ways to Retire: 1. Pension 2. Savings 3. Investments 4. Social Security The #1 reason people choose a career in the Financial Industry is Residual Income.
  • 27. Investment For Selected Candidates Company Annual Investment in Affiliates: $34,000 + 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 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
  • 28. 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