Career Opportunity09/05/2013

Roberto H. Bruce, MS, CLU, ChFC, LUTCFCavaliers Insurance Marketing

Rights Reserved

MissionMissionCavaliers Insurance Marketing

To provide our members with sales and

management skills for the pursuit of a progressive, successful professional

career in financial service.We believe that the key to long range agency success is in the professional development of our members.

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Cycle of Success

RECRUIT

Marketing Structure

Professional Development

Financial Independence

TRAIN

SELL

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Company vs. Products

1C

MP

1C

1P

MC

1P

MC

MPBROKER

900

899

898Rights Reserved

Agency Building Opportunity

Strong Companies Unique Products Ground Floor Opportunity Competitive Agency Compensation

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Agency Compensation System

52%-85%$20,000 A.P.(ANNUALIZED PREMIUM)

MANAGEMENTOVERRIDES

PERSONALPRODUCTION

Executive Sales Dir (As GA, An SGA)

85%-115% $300,000 A.P. 16 RECRUITS

Area Sales Manager (As GAII, An GA) 80%-105 %

$150,000 A.P. 10 RECRUITS

District Manager (As Broker, An Agent)

70%-95% $75,000 A.P. 6 RECRUITS

Unit Manager (As BrokerII, An Agent)

60%-85% $40,000 A.P. 2 RECRUITS

Associate (As Agent4, An Agent)

5%

15% 10%

25% 20% 10%

33% 28% 18% 8%

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Personal Production $ 100 / month policy

$ 100 X 12 = $1,200

X 50%__________

$600 / 2 hr__________

Not a lot of income

Not a lot of work either______________________

$300 / hrRights

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INSURANCE

PIONEER

EXCEL

SERVICE

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CHOICE?CHOICE?

EMPLOYEE

BUSINESS

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CLIENTSCLIENTS:

WITH INSURANCE

WITHOUT INSURANCE

PRACTICALLY, EVERYBODY!Rights

Reserved

Your Capital(In California; Check for other States)

1. Pre-Licensing Education (52 Hrs)- $782. Life License Exam ————————— 393. Life & Health License (2 yrs) —— 1404. Fingerprint —————————————

615. Business Cards —————————— 10

Total $328Rights

Reserved

3 TYPES OF PEOPLE3 TYPES OF PEOPLE

1.1. DON’TDON’T KNOW WHAT KNOW WHAT HAPPENSHAPPENS

2.2. WATCHWATCH THINGS HAPPENTHINGS HAPPEN

3.3. MAKEMAKE THINGS HAPPENTHINGS HAPPENRights

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A BROKER’S CREEDA BROKER’S CREEDCavaliers Insurance MarketingCavaliers Insurance Marketing

I hereby swear to abide

with the philosophy based on

the 3H of Conduct

– Honesty, Hardwork, and Help –

in my pursuit of a progressive,

successful professional career

in financial services.

So Help Me God.Rights Reserved