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The Futurity First Opportunity Michael Kalen, CLU, ChFC CEO, Futurity First

The Futurity First Opportunity Michael Kalen, CLU, ChFC CEO, Futurity First. Today’s Agenda. Company Overview How We Help You Build Your Business Prospecting Marketing Support Products Services Compensation Taking the Next Step. 2. Futurity Career - Company Overview.

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The Futurity First Opportunity Michael Kalen, CLU, ChFC CEO, Futurity First

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  1. The Futurity First OpportunityMichael Kalen, CLU, ChFCCEO, Futurity First

  2. Today’s Agenda Company Overview How We Help You Build Your Business Prospecting Marketing Support Products Services Compensation Taking the Next Step 2

  3. Futurity Career - Company Overview Since inception, we’ve grown to 22 branch locations and 210 agents Sales grew 53% in 2011 and 35% in 2012 Average agent income grew 68% over the same time period Unique organization National footprint with career company-like support, Multiple carrier model, Flexible contract options for agents, and Full support program for agency leaders Focus on profitable market segments Pre-retirement and retirement markets Business owners and family protection Annuities, Life, LTC, DI, health insurance and investments Quality partners ProEquities – broker dealer Redhawk Advisors JSA Marketing – health insurance 3

  4. Futurity First Insurance GroupSales and Marketing Offices - Career Kirkland, WA Greater Seattle, WA Rocky Hill, CT Futurity Career Boise, ID Medford, OR Greater Wisconsin, WI Chicago, IL Fort Wayne, IN Salt Lake City, UT Raleigh, NC Oklahoma City, OK Atlanta, GA Marietta, GA Greater Arizona, AZ Atlanta South Jacksonville, FL Branch Houston, TX Orlando, FL District Port St. Lucie, FL San Antonio, TX Marketing Boca Raton, FL Ft. Lauderdale, FL

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  10. Market AccessProspect Leads Our lead programs help ensure Futurity First agents have prospects to see! • Direct Mail – Turnkey programs designed to get you in front of qualified prospects. • Seminars – Proven programs that position you as an expert. • Radio Leads – Celebrity-endorsed annuity lead. • Web Presence – Attract and manage prospects via internet.

  11. Market AccessCustomer Contact Programs Our multi-level e-marketing program provides proven, cost-effective ways to access prospects and grow your business. Consumer Site Prospecting FuturityFirst.com offers consumers quality content, planning articles and financial calculators. Drives prospects to you through office locator. Your Customized Web Page A customized web page adds credibility and provides a cost-effective way to offer value-added information to visitors. E-Marketing Follow-Up Program Regular email communications are sent to prospects, ensuring your name is top of mind. And all replies go right to your inbox.

  12. Futurity First Client Strategies • Guiding clients down the path to financial well-being with simple, safe and effective planning designed to protect what matters most. • Designed to address life’s most important financial security concerns. • Offering a choice of top-qualify products from some of the leading insurance companies in industry. • Leads to more sales and higher commissions.

  13. Products40+ Carriers … and Growing

  14. ServicesAgent Dashboard – Ease of Doing Business 14

  15. Commissions Highly competitive base commission rates Annualized commissions available on many carriers and products High broker-dealer payout Aggregated Agent Production Bonus (APB) Sales from all companies are aggregated to qualify for production bonuses Up to 55% bonus on top of commissions Retroactive to first dollar Other Benefits Employee benefits for W-2 agents E&O paid by Futurity (low producers may be subject to some fees) No housing charges Strong vesting provisions Contract Options Choice of W-2 contract or 1099 contract to meet your individual needs Choice of practice models Top Gun Benefits (Agents above $100k FYCs) Concierge Service Bonus guarantee Additional deferred compensation bonus program Compensation & Recognition

  16. Sample Commission Rates Up to a 55% bonus commission on top of these rates! +

  17. American Equity Retirement Gold Street Compensation = 6% *These payouts are higher for agents that choose 1099/IC vs. Employee/W-2. ** Plus administrative support, housing, conference and benefit.

  18. ING Term Smart 20 Street Compensation = 95% *These payouts are higher for agents that choose 1099/IC vs. Employee/W-2. ** Plus administrative support, housing, conference and benefit.

  19. Value of Benefits and Housing Benefit Value (up to) Employer contributions to health, vision, life, dental & 401k $8,500Applies for W-2 Agents Housing – office, admin, phone, technology, etc $4,000 Applies if you are housed in a branch location. $1,500 Low producers may be subject to fees. E&O Insurance E&O Insurance Total Value per Year $14,000 Total Value per Year $14,000

  20. Futurity First Practice Models Futurity First Insurance Agent Life and Health Licensed Futurity First Insurance Agent and I.A.R. Life and Health Licensed Non-FINRA Registered Provides advisory service for non-RIA agents Futurity First Insurance Agent and Registered Representative Life and Health Licensed FINRA Registered Series 6, 7 or 63 FINRA Registered RIA Series 65 or 66 FINRA Registered 24 or 26 Optional

  21. Full Service Broker-DealerProEquities Full-service broker-dealer with full range of mutual fund, variable life, variable annuity, investment advisory, direct investments and fixed income products. Strong technology platform Registration options: Series 6 or Series 7 option Series 63 or Series 65 option All insurance products, including Index Annuities, are sold outside the broker-dealer Competitive payouts up to 80% of GDC Reasonable fees: approximately $3,000 per year for E&O, registration and technology

  22. Registered Investment AdvisorRedhawk Wealth Advisors Customized portfolios Growth Model High Dividend Capital Preservation Bear Overlay Efficient exchange-traded funds Integrated risk modeling with annuities 100bps advisory fees plus conference credits

  23. Recognition2014 Leaders Conference 23

  24. The Futurity Difference Lead Generation w/Marketing Allowance Wholesaling & Desk Sales Support Equity Ownership (Top Producers) W2 Contract Health and Pension Benefits 1099 Contract Product Choice Comprehensive Marketing Support Incentive Trips on Aggregated Business FeatureFuturity First Career IMO

  25. Qualified Agent Candidates 2+ years experience in marketing/selling insurance and/or retirement solutions Knowledge of asset and income protection strategies Interested in growing income by more than 20% and participating in professional development Minimum $36,000 of proven FYC production $100,000+ FYC qualifies agents for additional benefits

  26. Summary Growing organization Top-rated products and services Tools to help you grow your business Top compensation and recognition program Producer-oriented culture

  27. Meet with one of our regional managers or talk with our recruiting director if there is no branch in your area. Jeff Grockowski jeffgrockowski@ffig.com (860) 838-4832More information on our programs: futurityfirst.com/opportunity proequities.com redhawkwa.com Taking the Next Step

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