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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 ?

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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

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


Our Vision

To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.


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


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


High tech & high touch


HIGH TOUCH

“People are our most important asset”

Alex Batlle, CEO


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

  • Complete project 100

  • Scholarship Program

  • Register 52hr pre-licensing course

  • Attend weekly class room training sessions


Financial Rep 50%

  • Pass DOI exam

  • Obtain E&O insurance

  • Completed Scholarship Program

  • Completed Training Modules


Sales Director 55%

  • Build 3 direct new associates

  • $5,000 in team premium

  • Receive Promotion

  • 5% override


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%

  • 6 Direct Financial Representatives

  • $20,000 x 2 months in team premium

  • Receive promotion

  • 5%-20% override


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

  • 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

  • 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


ACCESS Support

  • Sales Training

  • Market Strategies

  • Marketing Support

  • Product Knowledge

  • Innovative Industry Technology

  • Lead Generation


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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