Career Opportunity PRESENTER Title (upper/lower case) Date (upper/lower case) CHOICE SAVING : INVESTING : PLANNING
VALIC <ul><li>The Variable Annuity Life Insurance Company (VALIC) has more than half a century of experience helping Ameri...
Financial Strength <ul><li>As of December 31, 2008 </li></ul><ul><li>As of September 30, 2008 </li></ul><ul><li>As of Nove...
Join the Leader <ul><ul><li>Enrolled the first public school district in a  403(b) plan in 1964 </li></ul></ul><ul><ul><li...
Market Share/Competitors <ul><li>Not-for-profit defined contribution (DC) retirement market  primary segments: </li></ul>S...
<ul><ul><li>Group relationships </li></ul></ul><ul><ul><li>Existing clients </li></ul></ul><ul><ul><li>Defined territories...
Product, Service & Support: <ul><ul><li>Comprehensive financial planning </li></ul></ul><ul><ul><li>Variable, fixed and in...
Personalized Retirement Planning Services <ul><li>Ideal for employees who are saving for retirement and have multiple fina...
Diverse Client Relationship Offerings <ul><ul><li>StreetScape Trading Platform </li></ul></ul><ul><ul><li>PDI Financial In...
Streetscape Mutual Fund Options
PDI Financial Insurance Relationships
Resources <ul><ul><li>Book of business  </li></ul></ul><ul><ul><li>Business planning and coaching </li></ul></ul><ul><ul><...
Performance Standards <ul><ul><li>Minimum $2,000,000 in rollovers in year one </li></ul></ul><ul><ul><li>Convert 7% of ass...
Economic Overview <ul><ul><li>12-month training & development allowance </li></ul></ul><ul><ul><ul><li>$3,000/month for fo...
VALIC. Day One. <ul><ul><li>VALIC provides among the most competitive payout levels in the industry, paired with full supp...
Employee Benefits <ul><li>Ways we improve both your work and your life </li></ul><ul><ul><li>Medical, dental, vision, and ...
Career Opportunities <ul><ul><li>Come work with the leader </li></ul></ul><ul><ul><li>Contact Kristin Epps or  e-mail resu...
AIG Retirement is the marketing name for the group of companies comprising AIG Retirement Advisors, Inc.; AIG Retirement S...
Career Opportunity PRESENTER Title (upper/lower case) Date (upper/lower case) THANKS SAVING : INVESTING : PLANNING
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VALIC

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  • VALIC

    1. 1. Career Opportunity PRESENTER Title (upper/lower case) Date (upper/lower case) CHOICE SAVING : INVESTING : PLANNING
    2. 2. VALIC <ul><li>The Variable Annuity Life Insurance Company (VALIC) has more than half a century of experience helping Americans plan for and enjoy retirement. Serving nearly 26,000 group plans and more than 2 million clients, VALIC is a leading provider for K-12 educators and for higher education and healthcare institutions. </li></ul>
    3. 3. Financial Strength <ul><li>As of December 31, 2008 </li></ul><ul><li>As of September 30, 2008 </li></ul><ul><li>As of November 10, 2008 </li></ul><ul><li>As of September 30, 2008 </li></ul>Assets Adjusted Capital & Surplus <ul><li>$55 Billion 1 </li></ul>Ratings 3 <ul><li>$2.8 Billion 2 </li></ul>Rankings 4 <ul><li>S&P: A+, Fitch: AA-, A.M. Best: A, Moody's: Aa3 </li></ul><ul><li>#1 in K-12 market; “Top 3” in healthcare and higher education </li></ul>The Variable Annuity Life Insurance Company
    4. 4. Join the Leader <ul><ul><li>Enrolled the first public school district in a 403(b) plan in 1964 </li></ul></ul><ul><ul><li>Guided Portfolio Services ® (GPS) was the first program to comply with Department of Labor guidelines for retirement plans (2003) </li></ul></ul><ul><ul><ul><li>GPS reached $5 billion in assets and 200,000 enrollments in three years (2006) </li></ul></ul></ul><ul><ul><li>A leader in key 403(b) markets </li></ul></ul>
    5. 5. Market Share/Competitors <ul><li>Not-for-profit defined contribution (DC) retirement market primary segments: </li></ul>Source: Cerulli, LIMRA/VARDS New Sales Reports – Includes Group Mutual Funds Note: Market share data as of 9/30/08 Data as of 9/30/08 K-12 1. VALIC $18.0 2. ING 15.1 3. MetLife 10.6 4. AXA Financial 8.2 5. Fidelity 4.9 Higher Education 1. TIAA-CREF $249.2 2. Fidelity 28.5 3. VALIC 11.5 4. ING 4.9 5. MetLife 3.0 Healthcare 1. Fidelity $22.8 2. TIAA-CREF 20.4 3. VALIC 17.0 4. Lincoln Financial Group 12.4 5. MetLife 10.0
    6. 6. <ul><ul><li>Group relationships </li></ul></ul><ul><ul><li>Existing clients </li></ul></ul><ul><ul><li>Defined territories </li></ul></ul>Business Model Healthcare Higher Education K-12
    7. 7. Product, Service & Support: <ul><ul><li>Comprehensive financial planning </li></ul></ul><ul><ul><li>Variable, fixed and indexed annuities </li></ul></ul><ul><ul><li>Mutual funds </li></ul></ul><ul><ul><li>Life insurance </li></ul></ul><ul><ul><li>Disability insurance </li></ul></ul><ul><ul><li>Long-term care </li></ul></ul><ul><ul><li>Retirement plans and IRAs </li></ul></ul><ul><ul><li>Brokerage platform </li></ul></ul><ul><ul><li>Multiple wrap account options </li></ul></ul>
    8. 8. Personalized Retirement Planning Services <ul><li>Ideal for employees who are saving for retirement and have multiple financial goals and needs </li></ul><ul><li>Great for helping employees nearing retirement to make sure they are properly invested </li></ul><ul><li>Best suited for individuals in or nearing retirement </li></ul>Retirement Income Strategies Plan Financial 360º SM Plan Comprehensive Financial Plan Image to come
    9. 9. Diverse Client Relationship Offerings <ul><ul><li>StreetScape Trading Platform </li></ul></ul><ul><ul><li>PDI Financial Insurance Services </li></ul></ul><ul><li>Equities </li></ul><ul><li>Mutual Funds </li></ul><ul><li>Fixed Income </li></ul>Managed Investment Program ® <ul><li>Term, Whole and Variable Life Insurance </li></ul><ul><li>Long-Term Care & Disability Insurance </li></ul><ul><li>Group Insurance </li></ul><ul><li>Client profiling </li></ul><ul><li>Professional client proposals </li></ul><ul><li>Client portfolio review tools and illustrations </li></ul><ul><li>14 asset allocation models (including tax sensitive) </li></ul><ul><li>Comprehensive quarterly performance reporting </li></ul><ul><li>Positions, performance, transactions by Web </li></ul>Open Product Platform
    10. 10. Streetscape Mutual Fund Options
    11. 11. PDI Financial Insurance Relationships
    12. 12. Resources <ul><ul><li>Book of business </li></ul></ul><ul><ul><li>Business planning and coaching </li></ul></ul><ul><ul><li>Marketing and client scheduling </li></ul></ul><ul><ul><li>Opportunities to support strategic relationships </li></ul></ul><ul><ul><li>Training curriculum </li></ul></ul><ul><ul><li>Regional training and wholesaling support </li></ul></ul><ul><ul><li>Support in attaining CFP ® </li></ul></ul>
    13. 13. Performance Standards <ul><ul><li>Minimum $2,000,000 in rollovers in year one </li></ul></ul><ul><ul><li>Convert 7% of assets assigned in year one </li></ul></ul><ul><ul><li>Acquire 30 new clients per year </li></ul></ul><ul><ul><li>Complete 50 financial plans per year </li></ul></ul><ul><ul><li>Average one rollover per week </li></ul></ul><ul><ul><li>Generate three times recurring revenue </li></ul></ul><ul><ul><li>Complete business plan with quarterly business reviews </li></ul></ul>
    14. 14. Economic Overview <ul><ul><li>12-month training & development allowance </li></ul></ul><ul><ul><ul><li>$3,000/month for four months </li></ul></ul></ul><ul><ul><ul><li>$1,000/month for four months </li></ul></ul></ul><ul><ul><ul><li>$ 500/month for four months </li></ul></ul></ul><ul><ul><li>5-7 BPS trail from assigned B.O.B. </li></ul></ul><ul><ul><li>20-50 BPS comp. for converting retired 403(b) accounts into IRAs </li></ul></ul><ul><ul><li>1% comp. for adding GMWB rider to old 403(b) accounts </li></ul></ul><ul><ul><li>Full benefits package effective immediately </li></ul></ul><ul><ul><li>401(k) with match </li></ul></ul>Among the most competitive GDC payout rates in industry for employee advisor Payout Level Minimum Gross Dealer Concession (GDC) Maximum Gross Dealer Concession (GDC) Commission Multiple / Rate Retroactive Threshold Adjustment (RTA) – (Retro Bonus) A $0.00 $70,000.00 33% N/A B $70,000.01 $135,000.00 50% $11,900 C $135,000.01 $205,000.00 60% $13,500 D $205,000.01 And above 65% $10,250
    15. 15. VALIC. Day One. <ul><ul><li>VALIC provides among the most competitive payout levels in the industry, paired with full support from expert training to marketing and technology. </li></ul></ul><ul><ul><li>You’ll be ready to hit the ground running with an array of innovative products and services, supporting your clients with real solutions for real lives. </li></ul></ul>
    16. 16. Employee Benefits <ul><li>Ways we improve both your work and your life </li></ul><ul><ul><li>Medical, dental, vision, and term-life benefits </li></ul></ul><ul><ul><li>401(k) match </li></ul></ul><ul><ul><li>Tools and technology </li></ul></ul><ul><ul><li>Company-paid training and licensing program </li></ul></ul>
    17. 17. Career Opportunities <ul><ul><li>Come work with the leader </li></ul></ul><ul><ul><li>Contact Kristin Epps or e-mail resume to [email_address] </li></ul></ul><ul><ul><li>Questions </li></ul></ul>
    18. 18. AIG Retirement is the marketing name for the group of companies comprising AIG Retirement Advisors, Inc.; AIG Retirement Services Company; and The Variable Annuity Life Insurance Company (VALIC); each of which is a subsidiary of American International Group, Inc. The VALIC logo represents The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, AIG Retirement Advisors, Inc. and AIG Retirement Services Company. Copyright © 2009 American International Group, Inc. All rights reserved. Houston, Texas AIG Retirement.com AR 22439 (03/2009) J72071 EE
    19. 19. Career Opportunity PRESENTER Title (upper/lower case) Date (upper/lower case) THANKS SAVING : INVESTING : PLANNING

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