1. Effective Recruiting

2. Preparation Organize Prospect identification Follow up system Communication pieces Incorporate current hot items Simple/Duplicateable System Practice Scripts Approach/Interview/5 Conversations/Close Referrals/Handling Challenges/Not Interested

3. Selection Criteria Commitment – Hungry/Need Coachable – Ego on Shelf Work Ethic Sphere of Influence Personal Power/Leadership Integrity Sales Skills

4. Prospecting Warm Cold RolodexYellow Pages OrganizationsNetworking Yellow PagesTrade Shows Purchase Leads Advertising 3-Foot Rule

5. Identify Prospects Dissatisfaction – Time/Financial/Control Life Current Career/Job Anxiety/Fear Specific Financial Needs Demonstrated Entrepreneurial Spirit/Owner Low Tolerance for Corporate Process/Politics Demonstrated Leadership Skills

6. Identify Prospects (cont.) Past Record of Success Broad Sphere of Influence/Clients Sales Experience Real Estate/Financial Planning/ Mortgage/Insurance Experience Team Building Skills Previous Direct Marketing Experience

7. Rating of Candidate Business ownership experience Direct selling experience Relative experience Private vs. corporate company Years working experience Leadership experience Targeted market location

8. Recruiting Process Warm Cold Approach -Casual Conversation-60 Sec./Credibility UFirst™ Focus & Growth Sorting/Credibility -Update on Life -Interview List of Questions

9. Recruiting Process WarmCold Validation -3 Way -Industry Publicity -Your Experience -Company Focus -E-Mail Debt/Company/Products Comp Plan(brief)/Support -3 Way/FU/E-mail Conf. Client webinars with Q & A /Objections

10. Recruiting Process Warm Cold Decision Process -48-72 Hrs-Comp Plan/Daily Pay -3 Ways-Analysis -Validation/Articles-Plan/Support -3 Ways/Drip -Encourage participation of significant other/listen -Safety net—multiple streams of income

11. Recruiting Approach Identify Openness to Opportunity/Listen Determine Fit with Selection Criteria Interview The 5 Conversations (Documentation/NewsWatch) Debt Environment Company Products Compensation Plan Launch Plan

12. Recruiting Approach (cont.) Third-Party Validation Professional Environment Think as Leader in Meeting Timing & Positioning Understanding – Ego Aside Define Expectations & Plan to Accomplish

13. Anticipate Potential Objections

14. Anticipate Potential Objections (cont.) Direct Marketing Job vs. 1099 Credibility 5 Conversations Documentation Professional Agents in Business

15. Anticipate Potential Objections (cont.) Time Requirements – System Contract – Similar to Corporation Risk Adverse – History/Risk of No Change Immediate Income – Quick Start/Daily Pay Do Not Like to Sell – Need to Lead/Process Missed Opportunity – Timing & Positioning Not Interested – Referrals

16. Proper Start Total Enrollment in Vision Plan/Welcome Letter/5 Contacts Plug into System Knowing When to Be the Issue Invite, Do Not Present Quick Success Maintain Momentum

17. United First Financial ®, its agents and subsidiaries provide Internet, Web-based software and support services. United First Financial does not provide accounting, tax, legal, real- estate, mortgage, or investment advice. Interested parties should seek and consult with persons or entities licensed and qualified in those areas for advice relating to those matters. United First Financial is not liable or responsible for claims or representations made by any party which are not included in the Money Merge Account ® Limited Guarantee.