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The Futurity First Opportunity. Today’s Agenda. Company Overview How We Help You Build Your Business Prospecting Marketing Support Products Services Compensation Taking the Next Step. 2. 800.298.2181 F U T U R I T Y F I R S T.

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Presentation Transcript

Today s agenda
Today’s Agenda

Company Overview

How We Help You Build Your Business

Prospecting

Marketing Support

Products

Services

Compensation

Taking the Next Step

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800.298.2181 F U T U R I T Y F I R S T


Futurity career company overview
Futurity CareerCompany Overview

Since inception, we’ve grown to 23 branch locations and 240 agents

Sales grew 53% in 2011 and 48% 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

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The futurity first opportunity

Futurity First Insurance GroupSales and Marketing Offices - Career

Kirkland, WA

Greater Seattle, WA

Boise, ID

Medford, OR

Greater Wisconsin, WI

Rocky Hill, CT

Futurity Career

Chicago, IL

Fort Wayne, IN

Salt Lake City, UT

Indianapolis, IN

Raleigh, NC

Oklahoma City, OK

Wilmington, NC

Atlanta, GA

Columbia, SC

Greater Arizona, AZ

Atlanta South

Branch

Macon, GA

District

Marketing

Houston, TX

Orlando, FL

Port St. Lucie, FL

San Antonio, TX

Boca Raton, FL

Ft. Lauderdale, FL

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800.298.2181 F U T U R I T Y F I R S T


The futurity first opportunity

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The futurity first opportunity

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The futurity first opportunity

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Market access prospect leads
Market AccessProspect Leads

Our lead programs guarantee that 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.

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800.298.2181 F U T U R I T Y F I R S T


Market knowledge planning systems and client seminars
Market KnowledgePlanning Systems and Client Seminars

Seminar systems

ABCs of Financial Planning

Rescuing Your Retirement

Retain Your Gains

Paycheck for Life

Full toolkit

Invitations

Presentations

Videos

Best practices

Co-funding available

Position yourself with leads as an expert using proven, turnkey seminars and workshops that you can put to work immediately.

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800.298.2181 F U T U R I T Y F I R S T


Market access customer contact programs
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.

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800.298.2181 F U T U R I T Y F I R S T


Futurity first client strategies
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 not only address, but anticipate life’s most important financial security concerns.

  • Offering a choice of top-qualify products from some of the leading insurance companies in industry.

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800.298.2181 F U T U R I T Y F I R S T


Products 40 carriers and growing
Products40+ Carriers … and Growing

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Services agent dashboard ease of doing business
ServicesAgent Dashboard – Ease of Doing Business

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The futurity first opportunity

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 50% bonus on top of commissions

Retroactive to first dollar

Expense Reimbursement Account Plan

Reimburses business expenses with pre-tax dollars

Other Benefits

E&O paid by Futurity

No housing charges

Employee benefits

Strong vesting provisions

Compensation & Recognition

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Sample commission rates
Sample Commission Rates

Up to a 50% bonus commission on top of these rates!

+

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800.298.2181 F U T U R I T Y F I R S T


American equity retirement gold
American Equity Retirement Gold

Street Compensation = 6%

TOP GUNCONFERENCEQUALITY

FFIG FYC = 4.00% FFIG FYC = 4.00% FFIG FYC = 4.00%

APB (50%) = 2.00% APB (30%) = 1.20% APB (20%) = 0.80%

FICA = 0.46% FICA = 0.40% FICA = 0.37%

401k = 0.18% 401k = 0.16% 401k = 0.14%

Total*: 6.64% 5.76% 5.31%

* Plus administrative support, conference and benefit eligibility

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Ing term smart 20
ING Term Smart 20

Street Compensation = 95%

TOP GUN ($165K FYCs)CONFERENCE ($66K)QUALITY ($36K)

FFIG FYC = 66.50% FFIG FYC = 66.50% FFIG FYC = 66.50%

APB (50%) = 33.25% APB (30%) = 19.95% APB (20%) = 13.30%

FICA = 7.63% FICA = 6.61% FICA = 6.10%

401k = 2.98% 401k = 2.59% 401k = 2.39%

Total*: 110.36% 95.65% 88.29%

* Plus administrative support, conference and benefit eligibility

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Value of benefits and housing
Value of Benefits and Housing

Benefit

Value (up to)

Employer contributions to health, vision, life, dental & 401k

$8,500

Housing – office, admin, phone, technology, etc

$4,000*

*Applies if you are housed in a branch location.

E&O Coverage

$1,500

Total Value per Year

$14,000

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Strong broker dealer proequities
Strong Broker DealerProEquities

Broker dealer for insurance oriented registered reps with best of both worlds:

BD commissions paid via 1099 from ProEquities

Insurance commissions paid via W2 from Futurity First

Strong, full service broker-dealer and investment advisor - ProEquities.com

Series 6 or Series 7 option

All insurance products, including Index Annuities, are sold outside the broker dealer

Competitive payouts:

Insurance FYCsPayout (% of GDC)

$0 - $59,999 70%

$60,000 - $104,999 75%

$105,000+ 80%

Reasonable fees: approx $3,000 per year for E&O, registration and technology

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The futurity first opportunity

RecognitionAnnual Training Workshop

Our annual conference will arm you with all the information you need to get back to the office and make more money!

  • Annual training and workshops

  • All agents invited to attend

  • Futurity will compensate travel and hotel expenses for agents who meet contract requirements

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The futurity first opportunity

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*Please note qualification periods may have ended.


The futurity difference
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

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Qualified agent candidates
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

$85,000+ FYC qualifies agents for additional benefits

Practice Models

Agent Only

Agent and Financial Planner

Agent and Registered Representative

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Summary
Summary

Growing organization

Top-rated products and services

Tools to help you grow your business

Top compensation and recognition program

Producer-oriented culture

Best of both worlds – independent and career

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The futurity first opportunity

Meet with one of our regional managers, or talk with our recruiting director if there is no branch in your area.For more information, contact: Jeff Grockowski, Head of Human Resources jeffgrockowski@ffig.com (860) 838-4832

Taking the Next Step

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