1. Michele Noboa & Twana Adams
Mission: Investments
Michele Noboa
&
Twana Adams

3. FFGA Vision Statement
To be the Premier Provider of Personalized Employee Benefit Solutions for Our Clients

4. Increasing Retirement Assets
YOU
FFGA
Clients
Our Investment Sales Growth Initiative for 2017,
based on our True North focus,
is to do the following:
Increase NEW asset based accounts
Increase ALL existing accounts
Increase individual sales

5. Increasing Retirement Assets
You! The success of increasing FFC’s book of business depends on YOU and your ability to provide our clients with full service account management. That account servicing includes retirement plan accounts. You are (or will be) a securities licensed sales professional and complete CE annually, as required to maintain your license.
Who?
It is time to put that 6 & 63 to use! Each year, you will have a quota for new applications and rollovers. The 2017 Quota is 6 rollovers and 36 new apps. This number is VERY easily attainable and will increase each calendar year.
How?

6. Our Role as Retirement Plan Provider
YOU ARE THE SOLUTION
Supplemental Insurance Benefits
Retirement Plan Provider
FULL SERVICE Account Management

7. Our Role as Retirement Plan Provider
Why?
Retirement/Financial Planning Solutions are the most important benefits that we offer.
It creates ongoing income for yourself and for the company. Most importantly, it builds TRUST between you and your clients.

8. Our Role as Retirement Plan Provider
Make certain that your account know that YOU are the go-to person for all retirement plan related questions
YOU have the ability to offer solutions to your groups
Leave your business cards with the Business Office
If a new employee comes in with questions re: old retirement plan accounts, make sure the business office knows that YOU are the solution

9. Types of Retirement Vehicles
457
529
403(b)
3121
IRA

10. Who Do I Present To? Key Employees = Decision Makers
Make it a point to establish relationships with KEY employees at your accounts!
Key Employees = Decision Makers
Always include the benefits office AND payroll in meetings where the new plan/product is being placed.
Everyone being on the same page will alleviate most confusion & miscommunication issues.

11. What Do I Present?
Present the product, as the MOST competitive and flexible option there is!
Present YOURSELF – as the licensed financial professional that will be servicing the account!!
This sets us apart from our competition!!!
Discuss Auto-Enroll & Employer Match!!!!
We’ve had recent success with BOTH options. It is possible AND profitable, for you! Most importantly, it helps our clients reach their retirement goals!

12. Enrollment & Ongoing Plan Servicing
Will I have support? What if I have questions? Where do I even START?
Review a list of YOUR accounts. Find out if they have an existing group retirement plan. If so, contact Michele to find out what plan(s) is in place and how you can increase participation.
If there is a plan in place with another provider, let’s talk about takeover options.
If there is not plan in place, present the most appropriate option for your group, request contracts, etc.
YOU WILL HAVE SUPPORT! Twana, Felix, and Michele are here to help with New Business questions, help with completing rollover/transfer paperwork, applications, etc.

13. Enrollment & Ongoing Plan Servicing
Meetings – Try to get in at the beginning of mandatory staff meetings. This will ensure you reach every employee!
Meetings can be product specific or generic, covering TRS retirement, 457 & 403(b)
Set up enrollment for the days following the meeting. Schedule individual times for each employee – 20 to 30 minutes. Typically, the campus secretary will keep the sign up sheet and you can collect it upon arrival
Ongoing plan servicing can be done once a year, to increase participation & compensation!

14. Help with the Numbers Google is Your FRIEND!
Contribution Maximizer, Asset Allocation, Gap Analysis
Time Value of Money Calculator
Retirement Calculator

15. Help with the Numbers YouTube is Your FRIEND!
The Rule of 72
Time Value of Money
Need to Invest Early
College Planning

17. $$$ All We Do Is WIN, WIN, WIN $$$
Hi! My Name Is:
Separated into groups of 6 – 8 people
1 Person is assigned a “My Name Is” personality & will ask their group questions. Correct Answer(s) get a ticket. “My Name Is” personality get a ticket for playing along
Bonus Question at the end for additional ticket opportunity

18. ALL Systems GO!!