Who we are ?

2. Who we are ? ACCESS is an independent financial services brokerage firm for Main Street America. “We started a company with a thirst for independence and a desire to offer the most competitive and comprehensive financial products in the market place.” Alex Batlle, CEO

3. Our Mission To provide families with ACCESS to the best options & strategies for building and securing their wealth.

4. Our Vision To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.

5. Financial Realities • Average credit card debt among households with balances on their cards $15,788 AARP, July August 2010 • 56% of workers say they have less than $25,000 in savings and investments for retirement. 2011 Retirement Confidence Survey • Today nearly a third of US households, 35million, have no life insurance. They have no plan to secure their families statribune.com 2010

6. Financial Strategies

7. Product Solutions • Term Life Insurance • Permanent Life insurance • Disability Insurance • Indexed Annuities • IRA/ROTH Rollovers • Business Owner & Executive Solutions • Managed Accounts* (If FINRA registered)

8. technology

9. High tech & high touch

10. HIGH TOUCH “People are our most important asset” Alex Batlle, CEO

11. Producer Path • 50% - Financial Representative • 55% - $3000 • 60% - $5000 • 65% - $10,000 • 70% - $15,000 • 75% -$20,000 • 80% - $30,000 *All rolling 3 month periods

12. New Associate • Complete project 100 • Scholarship Program • Register 52hr pre-licensing course • Attend weekly class room training sessions

13. Financial Rep 50% • Pass DOI exam • Obtain E&O insurance • Completed Scholarship Program • Completed Training Modules

14. Sales Director 55% • Build 3 direct new associates • $5,000 in team premium • Receive Promotion • 5% override

15. Division Director 65% • Build 3 Direct Financial Representatives • $10,000 x 2 months in team premium • Begin leadership training • Receive promotion • 5%-15% Override

16. Managing Director 70% • 6 Direct Financial Representatives • $20,000 x 2 months in team premium • Receive promotion • 5%-20% override

17. Vice-President 90% • 9 Direct Financial Representatives • $30,000 x 2 months of team premium • Receive promotion • 20%-40% override • PLUS participate in an Ownership BONUS! *Up to 10% paid monthly

18. Financial REP Comp Scenario • 1 Life sale a week = $4,000 x 65% = $2,600 • 2 Disability sales per month = $2,000 • 100,000 annuity volume = $3,250 _______________________________________________ Total $6,050 Annual Income $ 72,600

19. Vice-President Vision • 10 Financial Reps x $2,000 premium = $20,000 Team Production • 30% avg. override = $ 6,000 a month • 10% Ownership Bonus* = $ 2,000 a month • Disability Insurance = $ 2,000 a month • Annuities = $ 2,000 a month ______________________________________________________ Total $12,000 x 12 = $144,000!!!

20. incentives

21. ACCESS Support • Sales Training • Market Strategies • Marketing Support • Product Knowledge • Innovative Industry Technology • Lead Generation

22. How to get started • Apply • Fill out Project 100 (personal market analysis) • Begin class room training and field training • Get licensed with D.O.I. of California • https://52hours.com/ (Online Course) • http://www.kfeducation.com/insurance-lic (Classroom Course) START NOW!