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One Life’s Core Values

One Life’s Core Values.

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One Life’s Core Values

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  1. One Life’s Core Values One Life is established on Christian values that manifest themselves in the way we conduct business. This unwavering set of core values supports the organization and ultimately propels us to professional success. The following characteristics are the heart of our company: INTEGRITY. One Life is devoted to the utmost standard of integrity. We believe this commitment is fundamental to the success of our business, as it furnishes our clients value and financial security.SERVICE. One Life seeks to be known for extraordinary customer service. Through our dedicated service, we desire to formulate lasting relationships with our clients that are built on trust, loyalty and eminent support.EXCELLENCE. One Life is dedicated to excellence in every area of its corporate existence. We are committed to providing the very best products and services the industry has to offer. TEAMWORK. One Life recognizes the importance of working as a team. In order to succeed in a brokerage capacity, it is imperative that we operate in an unselfish and cooperative fashion.

  2. Who Is One Life? • We are an insurance agency founded by Ken Parker in 1984 • We are the largest final expense agency in the country. We have two avenues of conducting business, our field agents and our call center operations.

  3. What Do We Do And Why Do We Do It? • We focus on life insurance sales, not multiple insurance products • Our products are designed to financially take care of funeral and burial expenses eliminating the burden associated with death • Our clients are low to middle income, primarily blue collar workers and retirees who fall between the ages of 45-80 • Average funeral cost between $8,000 to $12,000 • Other expenses associated with death add up to thousands of dollars • IT IS OUR GOAL TO ALLOW EVERYONE THE OPPORTUNITY TO LEAVE THIS WORLD WITH DIGNITY

  4. One Life Agent Incentive Program • Rookie Fast Start Cash Bonus Program • Push Week Cash Contests • Christmas Cash Bonus Program • Sales Blazer Program • One Life Incentive Trip • Leaders Club • Presidents Club • Founders Club

  5. One Life Rookie Fast Track Program • New Agents First 12 Weeks Program • $24,000 = Plaque and $150 Bonus • $30,000= Plaque and $250 Bonus • $36,000= Plaque and $350 Bonus • $42,000= Plaque and $500 Bonus • $48,000+ = Plaque and $650 Bonus • *Agent must Active and Producing At • The End Of His or Her First 12 Weeks New Agents who have a contract date of 7/1/2010 or later are included in the program and a report will be available weekly for posting

  6. One Life Rookie Fast Track Program • ROOKIE FAST START AWARD WINNERS • $34,886.28 JUSTIN MUCKLE - $250 BONUS • $56,047.77 JONATHAN SMITH - $650 BONUS • $61,710.24 JOE FOX - $650 BONUS • $66,118.44 GEM GOKTEPE - $650 BONUS • $45,914.40 BRETT STEPHENS - $500 BONUS • $29,175.24 KEVIN SCRIBNER - $150 BONUS • $25,140.48 AJ SINHA - $150 BONUS • $24,334.44 MAC QUIG - $150 BONUS • $34,155.72 WILLIAM VEASEY - $250 BONUS • $67,421.08 ROBIN CANO - $650 BONUS

  7. ROOKIE FAST START AWARD WINNERS

  8. PUSH WEEK CONTEST

  9. PUSH WEEK CONTEST

  10. NEW YEAR’S CASH CONTEST

  11. SALES BLAZER PROGRAM

  12. ONE LIFE INCENTIVE TRIP

  13. COEUR D’ALENE RESORT

  14. 2014 HARD ROCK CAFÉ – PUNTA CANTA

  15. 2015 ONE LIFE NATIONAL SALES CONVENTION – LAKE TAHOE NEVADA MAY 10-14 2015

  16. Five Days/Four Nights in Lake Tahoe, • Nevada • Round-trip airfare for 2 people • Transportation to Resort • Breakfast Daily for 2 • Welcome Reception • Gala Awards Dinner • Choice of One Hosted Activity

  17. PRODUCTION UPDATEWeek ending February 7, 2014

  18. PRODUCTION UPDATEWeek ending February 7, 2014

  19. PRODUCTION UPDATEYear – to – Date

  20. PRODUCTION UPDATEYear – to – Date

  21. PRODUCTION UPDATEYear – to – Date

  22. PRODUCTION UPDATEYear – to – Date

  23. PRODUCTION UPDATEYear – to – Date

  24. How to register for agenttrax.net • ONELIFE AGENTTRAX SALES MANAGEMENT INSTRUCTIONS • CLICK ON agenttrax.net (enter site) • CLICK ON SALES MANAGEMENT TAB • IF THIS IS YOUR FIRST TIME IN AGENTTRAX SALES MANAGEMENT YOU WILL NEED TO CLICK ON THE TAB LABELED CLICK HERE TO REGISTER. • YOU MUST HAVE YOUR AGENT KEY (AKA – ONELIFE #) TO REGISTER • COMPLETE EACH BOX AND THEN CLICK SUBMIT • ONCE YOU CLICK SUBMIT YOU WILL BE EMAILED A LINK TO CREATE A PASSWORD. (CHECK YOUR JUNK BOX IT WILL COME FROM ACOLE) CREATE THE PASSWORD AND CONFIRM IT. • ONCE YOU CONFIRM YOUR PASSWORD IT WILL SEND YOU TO AGENTTRAX TO LOG IN. • CLICK ON SALES MANAGEMENT AGAIN AND ENTER YOUR EMAIL ADDRESS AND PASSWORD. • NEXT YOU WILL SEE A SCREEN WITH SEVERAL TABS ON THE LEFT HAND SIDE • AT THIS POINT YOU CAN CHECK YOUR AGENT DETAILS, LICENSE STATUS, SEE YOUR APPOINTMENTS, OR ENTER YOUR PRODUCTION.

  25. ONE LIFE UNIVERSITY

  26. ONE LIFE UNIVERSITY

  27. Lead System Agent Hub  Agent Hub Registration Instructions The steps below need to be used once you have completed the One Life University Instructions. You will need your Referral Code and One Life Agent ID number to complete the registration process.  Go to http://agents.onelifeamerica.com/  Select New Agents on the left side of the screen  Enter your Referral Code supplied by your manager (MANAGER: MANAGERS REFERRAL CODE)  Select continue if the Referring Agent is listed correctly  Complete the personal information page and select continue  Follow prompts to complete the registrations process Note: Will need to download Silverlight to access this website. If you need assistance please call IT at 800-748-0026 EXT 3344.

  28. Introducing Agent Hub

  29. Introducing Agent Hub

  30. Introducing Agent Hub

  31. Introducing Agent Hub

  32. Sample Lead

  33. Sample Lead

  34. Sample Lead

  35. Sample Lead

  36. Lead Definitions • “A” Lead – New lead that has not been issued to an agent • or worked • “B” Lead – Leads distributed 31- 365 days from the time • issued to an agent, as an A lead, and was not sold • “C” Lead – Responders outside 365 days from the time issued to an agent, as an A lead, and was not sold

  37. What qualifies for a credit

  38. PPL Examples 30A leads X $100 PPL = $3000 Annualized Premium Example 1: 1 policy @ $250 monthly x 12 months = $3000 annualized premium = $100 PPL Example 2: 10 policies @ $25 monthly X 12 months = $3000 annualized premium = $100 PPL 40A LEADS x $100 PPL = $4,000 AP 50A LEADS x $100 PPL = $5000 AP “B” and “C” leads supplement the “A” leads

  39. PPL Scale For Receiving Leads On The New Free Lead System

  40. How PPL is calculated

  41. NEW AGENTS • New Agents must submit $2000 Annual Premium off of “B” and “C” Leads before getting any “A” Leads • Note – If there are “B” and “C” leads available in the areas they work

  42. How to turn in business • FAX in business daily when possible • FAX business to 866-357-9442 • You can email to olaapps@onelifeamerica.com ( you must have a One Life Email Address to email applications to agent services) • Agent Services Hours are 8:00 AM to 5:00 PM CST Monday - Friday

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