WELCOME.Now You Can Attract Better Clients, Save Thousands on Expensive Dinner Seminars and Grow Your Presence Locally.

WHAT IS PRINCIPLES OF FINANCIAL WELLNESS?Principles of Financial Wellness is a special financial awareness program that supports advisors like you with easy-to-use learning tools that can be used in a seminar-like setting without the huge expense of hosting a traditional dinner seminar. Get ready to grow your business like never before.

As a Course Instructor or Personal Financial Coach, you will be trained on and present our powerful course materials which is easy to start using, promoting and teaching. There are many benefits to your potential clients, and to you.

• Attracts qualified clients with the delivery of real retirement education • Gives a voice to proper financial education and planning – and you are that voice• Provides you with a compelling brand that distinguishes you from the captive agency down the street • Attracts truly qualified asset-rich clients – offering them a real reason to attend • Saves you thousands of dollars to host the expensive dinner seminars of the past• Builds instant trust and credibility with potential new clients• Creates potential annuity sales and other future opportunities

HOW DOES PRINCIPLES OF FINANCIAL WELLNESS WORK?Our members all share the same goal, which is to help people understand their finances. Each member must have at least 3 to 5 years of experience in their profession and must successfully complete a series of training sessions prior to becoming a certified instructor and Personal Financial Coach.

InsurMark provides you with very intuitive training by one of our top advisors who shows you the incredible value of working with a nonprofit organization and how it creates opportunities to educate first, then grow second. Working with PFW and InsurMark, you will be able to:

• Learn about the new diversification model of investing and the new model planning process• Gain access to the program materials including the course workbook/teacher’s manual with speaking notes• Provide potential new clients with helpful educational videos about how to save, grow and protect their money using a website

made specifically for your clients• Promote the course locally with compelling marketing materials that have been used to work effectively for other

advisors nationally• Receive access to a helpful academic coordinator who can

assist you through the process and answer your questions

• Register for the course easily online or by phone• Discover best-practices and teacher tips to ensure

you run a perfect class every time

INTRODUCING PRINCIPLES OF FINANCIAL WELLNESSFEATURES AND BENEFITS OF THE PROGRAM

FOR MORE INFORMATION, CONTACT US AT 800.752.0207

PRINCIPLESOF FINANCIAL WELLNESSEnriching retirement through financial education

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FOR MORE INFORMATION, CONTACT US AT 800.752.0207

EDUCATIONAL PROSPECTING

HOW DOESIT WORK?

Strategic Blast Marketing Campaigns (Radio, News-

Paper, Direct Mail)

Attract TargetedAttendees

Online CourseRegistration

Tuition$49-$59

Process Results in Students Transitioning Into Clients for Help Implementing Strategies

Learned in the Class

Students Attend Classes at Local Community Colleges, Universities, Park Districts, Public Libraries or other Educational-Type Venues

Personal Strategy Session with Instructor

PRINCIPLESOF FINANCIAL WELLNESSEnriching retirement through financial education

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FOR MORE INFORMATION, CONTACT US AT 800.752.0207

THERE’SSIMPLY NOCOMPARISON.

COMPARE THE COSTS TO TRADITIONAL SEMINARS

It’s no secret that many advisors will spend $8,000 - $10,000 to run a traditional dinner seminar with little return on their investment.

What if you could slash that cost nearly in half?

COST OF DINNER SEMINARS $8,000 - $10,000

COST OF RUNNING A PFW COURSE

• Average 3-Day Room Rental (With Nonprofit Discount) = $550

• Cost for Workbooks (for 12 Couples) @ 12.50ea. = $160 (includes shipping)

• Average Cost to Advertise in Newspaper = $1,700

• Average Cost for a Mailer (Optional) = $2,500

AVG. TOTAL COST FOR PFW COURSE $4,910

Paid Tuition – No Plate Lickers• Attendees pay an average of $49 to attend the classes

• Serious inquiries only – attendees are usually educated and informed

• 2 or 3 day/night sessions - 2 ½ hours each session with 10 minute breaks allows you to build rapport with attendees

• You are viewed as an instructor, not a salesman

• Build relationships which eliminate the uncomfortable first meeting when they come to your office

• Naturally transition to clients

PRINCIPLESOF FINANCIAL WELLNESSEnriching retirement through financial education

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Sample Production Our Numbers

From 2 Classes Held – Avg. 7 Couples per class

Appointments

Client A – $600,000 Duke Energy Stock, Brought Everything into office, Told us how much she wanted to move to Green

Money. Sold 300k Duke Energy Stock placed $200,000 in Annuity $100,000 in IUL. Total Commission = $23,000

Client B– Attorney age 75 with 2.5 million. 1.35 in 401k. Using New Model - rolled 401k into Green Money to establish

guaranteed income and safety. 1.35 million split into two annuities. Commission = $94,500 Plus were working on moving

500,000 to AUM.

Client C– Attorney age 65. Total assets over 4.5 million. Came in and said “I have $850,000 in my 401k that I can move

now. My wife has 100k in her IRA that she wants to convert to IUL to do that Tax Free Retirement thing you talked about.

Using New Model – Adjusted his Desired Percentages to Green Money. $69,500 commission

Total Earnings = $222,000 (From 2 Classes)

Total Premium = $3,150,000 (From 2 Classes)

Total Advertising Cost For 2 Classes= $15,000