slide1 n.
Download
Skip this Video
Download Presentation
Who we are ?

Loading in 2 Seconds...

play fullscreen
1 / 23

Who we are ? - PowerPoint PPT Presentation


  • 127 Views
  • Uploaded on

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.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Who we are ?' - alta


Download Now An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
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To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.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
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)
slide10

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!!!

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!