3. Our combined companies
Power Financial
Corporation
Great-West
Lifeco Inc.
Partnership with
National Bank for
Banking Services
IGM Financial Inc.
London Life
Insurance Co.
Canada Life
Assurance Co.
Investors Group
Inc.
Mackenzie
Financial Corp
Freedom 55
Financial

4. London Life – since 1874
 A leading provider of individual life insurance in Canada
 Offers financial advice and planning through its 3,700-member
Freedom 55 Financial division
 Has the largest participating account in Canada, $24.8 billion in
assets, including $1.8 billion in surplus (at Dec.31,2015)
 Has distributed participating policy owner dividends every year since
1886
 Together with GWL and Canada Life, serve more than 12 million
clients

5. 1. Manulife $35.5 billion
2. Great-West Life $34.7 billion
3. Sun Life $25.1 billion
Feb 22nd, 2016
1. RBC $108.1 billion
2. TDCT $ 97.9 billion
3. BNS $ 67.5 billion
4. BMO $ 48.1 billion
5. CIBC $ 36.1 billion
Feb 22nd, 2016
Market Capitalization

6. At year-end 2015:
 Insured more than 10 million Canadians
 $1.0 billion of staff compensation
 $1.4 billion of advisor compensation
 12,000 employees & $53 million paid in payroll taxes
 Paid $2.3 billion in death claims
 Paid $1.7 billion in disability benefits
 Paid $4.3 billion health & dental claims (51 million claims)
• $9 billion in payout annuities
• $42 billion in individual investment funds
• $44 billion in group retirement and pension funds
F55 Supports Canadians

7. We believe we are the
best place to build a
thriving financial
planning franchise.
Provide access to world-
class products, tools
and support for our
advisors at all stages of
their careers.
Mission and Vision

8. We’re committed to
ensuring you have access
to the best products
available:
Product solutions

9.  David Aaron Director, Business Development
 Franceso Frano Director, Business Development
 Saverio Verni Director, Business Development
 Eli Sun Director, Business Development
 Craig MacTavish Director, Business Development
 Lee Corasaniti New Advisor Training Manager
 Yvette Lobo Operations Manager
 J.W. (Joe) Flynn Regional Director
Toronto Northwest Financial Centre

10.  83 Advisors
 740 yrs of experience
 25,300 clients
 $28M in-force premium
 $261M AUM
 $45,000 Avg 1st yr
 $91,000 Avg >3 yr
Benchmarks

11. Incorporated
financial security
advisor
New advisor
training manager
Director, business
development
Product
specialist
Associate
advisor
Head office
London/Winnipeg
Financial security advisor
Future opportunities

12. Career investment-risk-return matrix
Investment Risk Return
Employee Low Low-Med Low-Med
Professional High Low-Med Med-High
Franchise High Med-High Med-High
Small Business High High High
Financial Advisor Low Low-Med High

13. Planning Process

14. What makes Freedom 55 unique?

15. Risk
management
specialists
New advisor
training
manager
Mortgage
and banking
specialists
Group
retirement and
benefits
specialists
Tax and
estate planning
consultants
Director,
business
development
Investment
specialists
Financial
security
advisor
The team supporting your business

16.  Option to incorporate and self-brand
 Opportunity to add associate advisors
 Business Solutions Consulting
 Wealth & Estate Planning Group
 Professional Development Credits
Carol Nie
Wealth Mgmt
King Financial
& Benefits
Enjoy Life Incorporated
McCash Financial
Gentile & Associates
Wealth & Estate Planning
Portal Process Group
C&C Golden
Wealth Mgmt
Build your business your way

17. Monday Tuesday Wednesday Thursday Friday
8:30 AM
Administration
Administration Administration Administration
Administration9:00 AM
Appointment Appointment Appointment9:30 AM
10:00 AM
Development Development
10:30 AM
Prospecting Prospecting Prospecting11:00 AM
11:30 AM
12:00 PM
Appointment Appointment Appointment Appointment Appointment12:30 PM
1:00 PM
1:30 PM
Personal
Administration Appointment Development
Personal
2:00 PM
2:30 PM
3:00 PM
Personal Personal Personal
3:30 PM
4:00 PM
4:30 PM
Administration5:00 PM
5:30 PM
6:00 PM
Prospecting Appointment Prospecting Appointment6:30 PM
7:00 PM
7:30 PM
Appointment Appointment Personal Appointment8:00 PM
8:30 PM

18. Start with 20 new advisors:
Start Quit Succeed
Year 1 20 6 14
Year 2 14 4 10
Year 3 10 3 7
Year 4 7 1 6
6 of 20 = 30% retention
The success rates

19. Dials Contacts Appointments Sales
20 10 3 1
60 30 9 3
x 40 weeks
1,200 contacts
(300-600 people)
You - friends, family, co-workers, etc
COI’s - people of importance in community
Referrals - deliver value and learn how to ask
Alliances - other complimentary professionals
- Today
- Tomorrow
- Never
Activity breeds success

20.  Time flexibility
 Professional career
 Above average income
 Group benefits – health/dental
 7th largest financial services company
 Group RRSP and Share Ownership Plan
 Youthful culture – we work hard / play hard
 Paid training and continuing education support
Advantages of a career in financial services

21.  Career Start Program
• January 11th contract date February 29th
• February 22nd contract date April 4th
• March 28th contract date May 9th
• May 2nd contract date June 13th
• June 13th contract date July 25th
• August 2nd contract date September 12th
• September 6th contract date October 17th
• October 11th contract date November 21st
• November 14th contract date December 19th
 E-Learner via webcast/ teleconference
 Self-Study Independently
Starting your business