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

The Team

The Team consists of 6 people

  1. 1 Team Leader

  2. 2 Direct teammates

  3. 3 trainees

  4. Complimentary office staff of up to 4 additional people

What does this mean?

The group as a whole will the following Licenses

Insurance
Real-Estate
Notary Public
and perhaps
Securities 6, or 7 (not in all cases)

It is only necessary to have an Insurance license to start a team.

All members may have all licenses or only 1.
The team is a nationwide concept so if your team does not have a particular license another team will help you.

  • If Qualified you can start out as a team leader.

  • If you have no formal training you will be trained.

  • Training in sales.

  • Training in Insurance/Annuities and proper use.

  • Training in Real-Estate/Refinance/Reverse Mortgage.

  • Training on "Packaged Securities" Mutual funds/Variable.

  • Every team member will have the ability, after proper training to have their own office/team.

  • The areas will have protection for the team.

  • You will receive daily training via web-inar.

  • You will receive in person training from a successful team leader and closer.

  • You can go from untrained to team leader in as little as 2 years.