FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Resource: “Tested in the Trenches” by Ron Carson.

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Presentation transcript:

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Resource: “Tested in the Trenches” by Ron Carson

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Become a Financial Advisor Representative Become a Financial Advisor Broker Build a VIP

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Get ALL Certifications – Legal Protection, Debt Watchers Get ALL Licenses – Life/Health, Series 6/63/26/65, Auto/Home Get ALL Appointments – Fixed Indexed Annuity (once Life Lic), Variable Annuity (once S6/63 Lic) Master Referrals, Setting Appointments, the KT Cycles (Kitchen Table Cycles), Making Money Get Promoted to District Leader (at minimum) Help People Achieve their Goals and Dreams!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Become a Successful Financial Advisor Representative! Build a Team (Brokerage)! Duplicate Yourself! Get Promotions to Division, Regional Leader, and Regional Vice President! Get Ring ($100,000+ Income)! Earn Monthly/Quarterly Bonuses! Earn Quarterly Stock Awards in Life/Securities! Win Semi-Annual All-Expenses-Paid Trips! Obtain Ownership & Leave a Legacy!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Very Impressive Practice... Build 7 – 10 Key FARs Build 7 – 10 Key FABs Build $100 Million AUM Retail (MF & VA) Build $50 Million AUM Managed Accounts Build $1 Million Passive Annual Income for Life!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Create a Compelling Vision, and develop a Personal and Professional Mission Statement Hire, Train and Develop Top Notch Staff Systematize the Key Parts of Your Business – KTA, Licensing, Classroom Training and Field Training Productivity – streamline your Product List: Legg, Lincoln and Lockwood – Keep it Simple!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Build Your Brand with V.I.P.E.R. – VVision, Values and Value IIntimacy PPersonality EExperience RRespect Love Affair Marketing – Build Relationships Communication – Be the Loudest Voice in your Client’s and Your Teammates Lives, or someone else will!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC Ownership since straight years of Double-Digit-Recruiting 11 RVPs Produced (3 more this year!) 5 FIC WatchWearers; 1 FIC Ring Wearer $100 Million AUM Retail; $8 Million AUM MA Last month, 18 Directs in Base produced Business (all Securities Licensed) This will be our 55 th All-Expenses-Paid Trip with Primerica!!! Business currently worth $4.0 Million!!!

FOR EDUCATIONAL PURPOSES ONLY, NOT TO BE DISTRIBUTED TO THE PUBLIC