Retirement Planning
team Concept

Team of 6

Every office will have a team of 6 people licensed and trained to deal with the targeted flow of prospects that will be driven by the marketing machine.
Franchise style. The team will have a complete support staff
 The Team Questions
 Benefits Products
Purpose Resources
Mission  Join Us
Branding  About Us
Contact Us  Opportunity

Branch off

Of the 6 members 1 will be the leader and thus "manager, franchise owner" of the group.
The other 5 team members will be in training mode. Each team member will have the opportunity to build their own office and be the "Manager, Franchise Owner"

CLIENTELE & LEADS

The marketing machine that is in place along with the benefits package will be the driving factor for the team members to want to join and continue to be a part of the "Retirement Preparation Team" The marketing machine is a complex and integral part of the entire opportunity

Branding

Branding-

  1. This is Key!

  2. All material will have a "Team Feel".

  3. All actions will be made of team progression.

  4. All media will grow the brand so we all can grow more.

  5. All transactions will be done with team goals in mind.

  6. If the brand grows we all grow.

  7. this is by far the most powerful part of the team concept.

  8. absolutely no "lone rangers" in our team.

  9. If you are an individual producer and do not work well with others our team is not for you.