Highest Financial Ratings Moody Standards Poor Fitch and

Internship Program Of the top 100 Financial Representatives… § 72 entered business at age

Benefits of Interning § Success – 1 out of 3 convert to full-time –

PROSPECTING § 100% Referral basis § Networking Sources § 10 -3 -1 ratio 7

Fastrack Development System § Fastrack Basics § Fastrack Sales School § Fastrack Mentoring and

Company Supported Education § Chartered Financial Planner (CFP) § Chartered Financial Consultant (Ch. FC)

Career Path Opportunities § Financial Representative – General Practitioner § Specialist – – –

Career Path Opportunities § Management – Management Candidate – College Unit Director – Field

Interview Process: 4 Steps § Initial Interview § In-Depth Interview § Third Interview §

Slides: 14

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§ Highest Financial Ratings Moody, Standards & Poor, Fitch, and A. M. Best § Most Admired Company Fortune § World’s Most Admired Company Fortune § Best Sales Force Sales & Marketing Management Magazine § Top Ten Internships Princeton Review § Most Respected Company Financial Times 2 15 -01/Tillisch/Brand Case Study - 2

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Financial Representative § Independence § Income § Impact 4 15 -01/Tillisch/Brand Case Study - 4

Internship Program Of the top 100 Financial Representatives… § 72 entered business at age of 25 or before § 56 started right out of college § 24 were college interns 5 15 -01/Tillisch/Brand Case Study - 5

Benefits of Interning § Success – 1 out of 3 convert to full-time – #1 representative was a former intern – Leading college intern made over $54, 000 § Experience – Actual business experience – Develop networking and business relationship skills. – State licensed 6 15 -01/Tillisch/Brand Case Study - 6

PROSPECTING § 100% Referral basis § Networking Sources § 10 -3 -1 ratio 7 15 -01/Tillisch/Brand Case Study - 7

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Fastrack Development System § Fastrack Basics § Fastrack Sales School § Fastrack Mentoring and Coaching § Fastrack Refresher School § Fastrack Academy 9 15 -01/Tillisch/Brand Case Study - 9

Company Supported Education § Chartered Financial Planner (CFP) § Chartered Financial Consultant (Ch. FC) § Chartered Life Underwriter (CLU) 10 15 -01/Tillisch/Brand Case Study - 10

Career Path Opportunities § Financial Representative – General Practitioner § Specialist – – – – Personal Planning Specialist Business Planning Specialist Estate Planning Specialist Investment Specialist Disability Income Specialist Pension/Profit Sharing Specialist Group Insurance Specialist 11 15 -01/Tillisch/Brand Case Study - 11

Career Path Opportunities § Management – Management Candidate – College Unit Director – Field Director – Managing Partner 12 15 -01/Tillisch/Brand Case Study - 12

Interview Process: 4 Steps § Initial Interview § In-Depth Interview § Third Interview § Final Interview 13 15 -01/Tillisch/Brand Case Study - 13

Income Projection 14 15 -01/Tillisch/Brand Case Study - 14