Animated ReMax Buyer Presentation- Al intro.pptx

1. 1
SOLD
SOLD
SOLD SOLD

2. 2
“Good news,
Harold! On the
public image ladder,
insurance agents
still rank higher
than used car
salesmen.”
How have your
past experiences
with insurance
agents been?

3. 3
BACKGROUND:
MBA, Securities Licensed Since 2004, Insurance Licensed since 2002
PAST EMPLOYMENT:
Paperboy, Construction Worker, Oilfield Deckhand, U.S. Navy, IATSE
Local 80 Union Movie & TV Grip, RE/Max Westside Properties, Local
481 Studio Mechanic, Tax-Free & Risk-Free Retirement Strategist
HOBBIES:
Hacking the guitar, Reading, Beekeeping, Amateur Mycologist,
Looking to improve the lives of my clients, friends, family, and the
world
FAMILY:
Married to the Duchess, the most beautiful person on God’s green
earth; Uncle to over 60 nieces and nephews; Cousin to over 100+
CAREER HISTORY:
20+ years in the financial services industry, including all lines of
insurance, real estate, mortgage, Investment Advisor Representative,
Notary Public
Thank you for allowing me to
share with you the following
information:
Moving is simply
building a new chapter
in your personal resume’

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Initial Consultation
Alliance is Formed,
Goals Discussed
Program “Shopping”
Gather Required Client
Information & Signatures
Submit Program to Home
Office & Product Provider
Product Provider:
1. Submission
2. Underwriting
3. Compliance
4. Policy Issue
Home Office:
1. Suitability
2. Need
3. Affordability
Remove Contingencies
& Underwriting
Hand-deliver Policy/Program
documents
Put in as much as you can AS
FAST as you can
Quarterly, bi-annually, and yearly
reviews. Referrals are a must!

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When I am with
you, you will receive
my undivided
attention. I will
listen to your needs
and do my very best
to satisfy them.

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I will pre-qualify and
educate you as to the
various avenues of
financial planning
available, most never
heard of .
Based on your budget, this
model is actual size!

7. 7
Your needs, wants,
and wishes, will be
serviced with the most
current and effective
technology available
to the industry, most
proprietary.
This
%#@*&^%
computer.

8. 8
We’ll share the
process, the
rationale, what’s
available, from
which company,
for the best
value, etc. It is a good idea to gather enough
information to make an informed
decision!

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We’ve aligned
ourselves with the
best firms and work
an effective system to
efficiently find the
best tax-free & risk-
free programs
available in your
price range.
Our goal: from
many to one as
efficiently as
possible!

10. 10
There will be no
high-pressure
sales tactics.
I’m telling you that is the best
%#@&* program on the
market. You better buy it…
today!

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I will be
available to
answer all of
your
questions.

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We will be professional
in my actions & my
words.
All contracts will be
well-written & well-
presented, minimizing
inconveniences, time,
and headaches.
“Martha, aren’t you
glad we hired a Pro,
like YTFL?”

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I will introduce
you to the best,
most reliable
service-people in
the industry.
We won’t let you get
lost in a mountain of
paperwork & red-tape!

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We will aggressively search
for the industry’s best
programs, saving you more
time, headaches, and
inconveniences down the
road .

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I will perform consulting services to assure:
1) . . . you know the pros & cons of each program.
2) . . . your confidential information remains confidential.
3) . . . our every action is in your best interest. (A Fiduciary status, even
though we didn’t need a piece of paper to tell us we should be honest, forthright, and have our clients’ best
interests at heart. Should go without saying, yet they have to have a test for it.)
4) . . . you know each program’s value to you. A compliant illustration,
showing some hypotheticals (of what your money/program could do) will be provided on request.

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We will offer guidance & expertise to:
1) Maximize your negotiating power. This was
mostly done through our exclusive agreements with the industry’s best, like Nationwide,
Pacific Life, MassMutual, John Hancock, etc. Exclusive to our firm, some of those firms
created special programs for us, with purchasing only through a YTFL/WFG agent for change
2) Help you determine the most attractive
price and terms. From the FREE Financial Roadmap we offer to all
clients to the Customized Financial Lifestyle Strategy, you (with our help) ultimately decide
what you want to do. Power is choice, and it’s your power we give to you.
3) Make your application & medical exam
as attractive as possible to the
underwriter.We have training on how best to prepare for your medical exam.
From food to hydration to what to eat to lower your test results for the better. Saves more
money!

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Once your application has
been accepted, I will
monitor the transaction &
constantly communicate
with you.
I will “stay on top of it” &
keep you informed!
Congratulations! You
received preferred elite
status. We’ll deliver
your program on
Friday.

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After program
delivery, we will do
everything within our
power to make your
program work as
efficient as possible.

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My goal. . .”The good life for my customers,
and my good customers for life.”
After your transaction has closed and you
have settled into your new program, you will
continue to be appreciated.
We will stay in touch with you and, hopefully,
our business relationship will become a
friendship.

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BALANCE THE REPRESENTATION SCALES!
Sub-agent
Seller
Seller agent
Buyer
or
Seller’s agent
Seller
Buyer’s agent
Buyer

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BALANCE THE REPRESENTATION SCALES!
Direct to ONE
company
YOU
or
ALL
COMPANIES
Our Team
YOU

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. . .many
restrictions are
placed on what
they can do for,
and say, to you.
Sorry Mr. Buyer,
I work for Pru
and that’s all I
can talk about.

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$
$
Now I know why
the rich use these
programs!

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To be completely
comfortable, you
must understand
the process!
What is. . .
. . Rule of 72?
. . Indexing?
. . An FLS?

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Founded by four gentlemen who had the audacity to believe
financial services should be for EVERYONE, regardless of
income level
In business with the biggest and best companies, like
Nationwide, Fidelity, John Hancock, Pacific Life, and 80+
more (We’re NON-CAPTIVE)
A “Financial Costco,” we let Main Street (YOU!) choose Wall
Street, instead of the other way around. Captive agencies:
Pru sells Pru, PacLife sells PacLife, etc.
Unlike the typical industry, you can start part-time to see if
you like the services industry
Over 4,300 offices throughout the U.S., Canada, Puerto
Ricans, Mexico, & more offices in the Philippines, China, &
Europe
Our teammates MUST pass a company background check,
then another by their resident state Dept. of Insurance), and
the federal government (SEC & FINRA)
Dang! I shouldn’t have
listened to that loser in his
momma’s basement. These
guys are for real!
Do you know (the truth) about our firm?

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Past success is an indicator of future
performance.
Please take a minute to peruse my past
successes.
If you can believe it,
you can achieve it!

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We are offering you our time,
effort, knowledge, exclusive
connections, our tax-free AND
risk-free access, and a
Fiduciary’s loyalty.
Thank you for allowing us to
present our consulting business

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From you, we ask only
for your loyalty.*
*This means anything you see, hear, learn, etc., from us, is meant to be used by you through us. Meaning: don’t take our concepts, ideas, and formulas, and go to your life
insurance/ investment advisor buddy to (properly) put it together for you; it will never come close to what we provide. And, if your buddy was so good, how come he/she
doesn’t know about this? Maybe he should join our firm and be educated to properly structure insurance and investment programs!
Thank you for allowing us to
present our consulting business