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Global MaxFin Investment Inc. Global Insurance Solutions Inc.

Global MaxFin Investment Inc. Global Insurance Solutions Inc. Integrated Compensation Design. Global’s Vision. To make the Global group of companies the pre-eminent advice-based financial services company in Canada. To achieve this we are committed to be industry leaders in providing :

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Global MaxFin Investment Inc. Global Insurance Solutions Inc.

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  1. Global MaxFin Investment Inc.Global Insurance Solutions Inc. Integrated Compensation Design

  2. Global’s Vision • To make the Global group of companies the pre-eminent advice-based financial services company in Canada. To achieve this we are committed to be industry leaders in providing : • Personalized service • A Comprehensive array of products and services • Integrity, trust and honesty • Innovative technology solutions • Teamwork, networking and partnerships • Continuous training and development

  3. Global’s Mission To support you, the financial advisor by providing the products, services and support necessary to allow your business to prosper

  4. Integrated Compensation Design • Focused on target market/representative • Consistent compensation approach • No special deals • All compensation lines included • Life Insurance • Annuities • Segregated Funds • Mutual Funds

  5. GISI Compensation GridOld vs. New

  6. GMII Compensation GridOld vs. New

  7. Integrated GISI / GMII Compensation Grid

  8. Net Settled Life FYC $15,000 Gross Mutual Fund Commissions and Trailers with outside Dealer $25,000 Integrated CompensationExample 1

  9. Net Settled Life FYC $15,000 Gross Mutual Fund Commissions and Trailers with outside Dealer $25,000 Old Override Rate 110% New Override Rate 130% New Override Rate with MF Funds 160% MF FY and Trail Commission Payout Rate 80% Integrated CompensationExample 1

  10. Life Insurance Compensation Old Compensation Net Settled Life FYC$15,000x 110% = $31,500 New Compensation Net Settled Life FYC$15,000x 130% = $34,500 Difference $ 3,000 Integrated CompensationExample 1

  11. Life Insurance Compensation Old Compensation Net Settled Life FYC$15,000x 110% = $31,500 New Compensation Net Settled Life FYC$15,000x 130% = $34,500 Difference $ 3,000 Combined Life Insurance & MF Comp* OLD Comp + 70% pay-out at current Dealer $49,000 NEW Comp + 70% pay-out at current Dealer $52,000 (+6.1%) New Comp with MF’s at Global Financial $59,000 (+20.4%) Integrated CompensationExample 1

  12. Net Settled Life FYC with outside MGA $20,000 Gross Mutual Fund Commissions and Trailers with Global MaxFin $30,000 Integrated CompensationExample 2

  13. Net Settled Life FYC with outside MGA $20,000 Gross Mutual Fund Commissions and Trailers with Global MaxFin $30,000 Old MF FY and Trail Commission Payout Rate 70% New MF and Trail Commission Payout Rate 70% New MF and Trail Rate with Life FYC moved to Global 85% Life Override Rate with MF FY and Trail at Global 170% Integrated CompensationExample 2

  14. Life Insurance Compensation Old Compensation MF & Trails$30,000x 70% = $21,000 New Compensation MF & Trails$30,000x 70% = $21,000 Difference $ 0 Integrated CompensationExample 2

  15. Life Insurance Compensation Old Compensation MF & Trails$30,000x 70% = $21,000 New Compensation MF & Trails$30,000x 70% = $21,000 Difference $ 0 Combined Life Insurance & MF Comp* OLD Comp + 100% pay-out at current MGA $61,000 NEW Comp + 100% pay-out at current MGA $61,000 (+0.00%) New Comp with Life at Global Financial $79,500 (+30.3%) Integrated CompensationExample 2

  16. Integrated Grid BenefitsExperienced Advisor Rate • Based on previous 12 months production at old MGA or Dealership • Rate established based on combined Global Production • Pay-out rate will not decrease for 12 months from effective date

  17. Integrated Grid BenefitsRetroactive Payments • Compensation Rate established January 1st of each year • Gross Production monitored quarterly • Once next threshold is met - rate is increased on both life Insurance and MF pay-outs • Global will retroactively pay you new rate on old business sold throughout year • New threshold rate will be minimum rate for next year • Rate can never go done during the year

  18. Integrated Grid BenefitsGrandfathering - Current Advisors • Based on the Greater of: • Gross MF/SF FYC and Trail Commissions + Life Insurance Net Settled FYC to August 31, 2003 - Annualized to December 31, 2003OR • Gross MF/SF FYC and Trail Commissions + Life Insurance Net Settled FYC from August 31, 2002 - August 31, 2003 • 12 month guarantee on current life bonus rate (if new rate is lower)

  19. Integrated Grid BenefitsOther Benefits • Very competitive in the marketplace • Integrates all lines of product • Easy for advisors to understand • Unique in the marketplace • 100% Vested • You own the clients

  20. Other Global Incentives • Yearly Sales Conference • 2004 - Cancun Mexico • Global Insurance Referral Program • 15% net settled FYC • Global MaxFin Investments Referral Program • 5 basis points of assets

  21. The Global group of companies Built by Advisors For Advisors

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