Who we are
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Who we are ?. ACCESS is an independent financial services brokerage firm for Main S treet 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. Our Mission.

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Who we are

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


Our mission

Our Mission

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


Our vision

Our Vision

To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.


Financial realities

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


Financial strategies

Financial Strategies


Product solutions

Product Solutions

  • Term Life Insurance

  • Permanent Life insurance

  • Disability Insurance

  • Indexed Annuities

  • IRA/ROTH Rollovers

  • Business Owner & Executive Solutions

  • Managed Accounts* (If FINRA registered)


Technology

technology


High tech high touch

High tech & high touch


Who we are

HIGH TOUCH

“People are our most important asset”

Alex Batlle, CEO


Producer path

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


New associate

New Associate

  • Complete project 100

  • Scholarship Program

  • Register 52hr pre-licensing course

  • Attend weekly class room training sessions


Financial rep 50

Financial Rep 50%

  • Pass DOI exam

  • Obtain E&O insurance

  • Completed Scholarship Program

  • Completed Training Modules


Sales director 55

Sales Director 55%

  • Build 3 direct new associates

  • $5,000 in team premium

  • Receive Promotion

  • 5% override


Division director 65

Division Director 65%

  • Build 3 Direct Financial Representatives

  • $10,000 x 2 months in team premium

  • Begin leadership training

  • Receive promotion

  • 5%-15% Override


Managing director 70

Managing Director 70%

  • 6 Direct Financial Representatives

  • $20,000 x 2 months in team premium

  • Receive promotion

  • 5%-20% override


Vice president 90

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


Financial rep comp scenario

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


Vice president vision

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!!!


Incentives

incentives


Access support

ACCESS Support

  • Sales Training

  • Market Strategies

  • Marketing Support

  • Product Knowledge

  • Innovative Industry Technology

  • Lead Generation


How to get started

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!


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