Agent Orientation Luke Gilliam Vice President TMK 1536

Agent Orientation Luke Gilliam Vice President TMK 1536 0610 Agent training only. Not for sales use.

New Agent Package TMK 1536 0610 TMK 1446 0410 Agent training only. Not for sales use.

New Agent Package TMK 1536 0610 Agent training only. Not for sales use.

Training: Available Tools Give the New Agent Package to new Agents on their first day and walk through it with them: Review online training schedule Register for tmkweb. com email account Log on to www. libnat. com • Download Proposal System • Download E-application • Download Laptop Sales Presentations TMK 1536 0610 Agent training only. Not for sales use.

Timeline Agent Number activated 24 hours after welcome email received by Branch Manager Day 1: Register for email address through TMKOnline or UAOnline Day 2: Email address activated Day 3: Brainshark account activated TMK 1536 0610 Agent training only. Not for sales use.

Website TMK 1536 0610 TMK 1446 0410 Agent training only. Not for sales use.

Key Documents New Agent Package Agent’s Instruction Guide to Growth TMK 1536 0610 Agent training only. Not for sales use.

Brainshark TMK 1536 0610 TMK 1446 0410 Agent training only. Not for sales use.

Training: Available Tools Bookmark this address: www. brainshark. com/torchmarkcorp TMK 1536 0610 Agent training only. Not for sales use.

Training: Available Tools Common Questions: First 5 letters of last name + Last four digits of SS# User Name Click ‘Forgot Password’ TMK 1536 0610 Agent training only. Not for sales use.

Late List TMK 1536 0610 Agent training only. Not for sales use.

Late List Timeline Cut off for completions is midnight Wednesday Emails are sent to Branch Managers and Directors Thursday night Incomplete courses show up ‘Due’ the first week and ‘Late’ the second and subsequent weeks TMK 1536 0610 Agent training only. Not for sales use.

Laptop Sales Presentation TMK 1536 0610 TMK 1446 0410 Agent training only. Not for sales use.

Laptop Sales Presentation Steps 1. About LNL/UA 2. Introductory Offer 3. Get Sponsorships (20+) 4. Barbara/Renee Story 5. Survey (Focus on last question) 6. Product 7. E-app Go see Sponsorships Repeat Process TMK 1536 0610 Agent training only. Not for sales use.

Top Reasons for Terminations TMK 1536 0610 TMK 1446 0410 Agent training only. Not for sales use.

Top Reasons for Terminations 1. Violation of signature rules 2. Taking cash from a customer 3. Submitting an application on themselves or a person related by blood or marriage 4. Forging or falsifying an application 5. Failure to delivery policy 6. Frequently replacing customer’s existing polices 7. Failure to meet minimum standards TMK 1536 0610 Agent training only. Not for sales use.

Promoting Agents To Unit Manager TMK 1536 0610 Agent training only. Not for sales use.

Promoting Agents to Unit Manager What’s in it for you? TMK 1536 0610 Agent training only. Not for sales use.

Promote Promotion Guidelines On libnat. com Agent Services & UAOnline TMK 1536 0610 Agent training only. Not for sales use.

Promote Promotion Guidelines Posters should be posted in your Branch TMK 1536 0610 Agent training only. Not for sales use.

Promoting Agents To Unit Manager The Liberty System TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Bid Posting Process Human Resources distributes a “Notice of Positions” on Wednesday afternoon. This is a list of all Unit Manager available openings. The Notice of Positions must be posted in the Branch Office. TMK 1536 0610 Agent training only. Not for sales use.

Notice of Positions TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Bid Posting Process An opening must be posted on the Notice of Positions to run one week before an Agent can bid. TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Bid Posting Process Deadline for posting new Unit Manager opening is 10 a. m. Wednesday TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Bid Posting Process Email or fax Human Resources a request to post an opening for a Unit Manager position for your Branch. Shannon Maddox, smaddox@libnat. com Fax Human Resources 205 -325 -2908 ATTN: Shannon Maddox TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Request Process An Agent may request to bid on a posted Unit Manager opening by completing a Request for Assignment to Unit Manger form. Download this form from Agent Services, Online Forms. TMK 1536 0610 Agent training only. Not for sales use.

Request for Assignment to Unit Manager TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Request Process The completed Request For Assignment to Unit Manager Form must be received by 10 a. m. on Wednesday the week after the opening has been posted. TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Request Process Email or fax Human Resources all bids Shannon Maddox, smaddox@libnat. com Fax Human Resources 205 -325 -2908 ATTN: Shannon Maddox TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Requests Process Applicants go through a background check The Home Office makes the final decision based on the most qualified candidate for the job Human Resources notifies the Branch Manager of the approval TMK 1536 0610 Agent training only. Not for sales use.

LNL Unit Manager Requests Process Once approved, the Branch will be advised to submit a completed Transfer Memo to transfers@libnat. com TMK 1536 0610 Agent training only. Not for sales use.

Promoting Agents To Unit Manager The UA System TMK 1536 0610 Agent training only. Not for sales use.

UA Unit Manager Promotion Process UA does not post Unit Manager openings or use the bid process Branch Managers submit applicants using the Request for Assignment to Unit Manager form Form are emailed or faxed to Michelle Jackson at mijackson@torchmarkcorp. com or 972 -569 -3721 TMK 1536 0610 Agent training only. Not for sales use.

UA Unit Manager Promotion Process Applicants go through a background check The Home Office makes the final decision based on the most qualified candidate for the job Human Resources notifies the Branch Manager of the approval TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers to Branch Managers TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers What’s in it for you? TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers What’s in it for you? $18, 000 $30, 000 $60, 000 TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers Leadership Development Board The Leadership Development Board is the most important category of recognition Liberty National offers to its Branch Managers. It recognizes those who best promote Unit Managers to Branch Manager positions of their own. TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers Leadership Development Board Those selected for “The Board” will be invited to join senior Company management for a round of business discussions to share their ideas on how they developed these new leaders, and how we might continue this process and grow this attitude within our Company. A spectacular getaway will be arranged for the members of “The Board. ” TMK 1536 0610 Agent training only. Not for sales use.

Promoting Unit Managers Leadership Development Board Sept. 2010 – Flathead Lake Lodge in Montana TMK 1536 0610 Agent training only. Not for sales use.