Our combined companies

Power FinancialCorporation

Great-West Lifeco Inc.

Partnership with National Bank forBanking Services

IGM Financial Inc.

London LifeInsurance Co.

Canada LifeAssurance Co.

Investors GroupInc.

MackenzieFinancial Corp

Freedom 55Financial

London Life – since 1874

A leading provider of individual life insurance in Canada Offers financial advice and planning through its 3,700-member

Freedom 55 Financial division Has the largest participating account in Canada, $24.8 billion in

assets, including $1.8 billion in surplus (at Dec.31,2015)

Has distributed participating policy owner dividends every year since 1886

Together with GWL and Canada Life, serve more than 12 million clients

1. Manulife $35.5 billion

2. Great-West Life $34.7 billion

3. Sun Life $25.1 billion

Feb 22nd, 2016

1. RBC $108.1 billion2. TDCT $ 97.9 billion3. BNS $ 67.5 billion4. BMO $ 48.1 billion5. CIBC $ 36.1 billion

Feb 22nd, 2016

Market Capitalization

At year-end 2015: Insured more than 10 million Canadians

$1.0 billion of staff compensation $1.4 billion of advisor compensation 12,000 employees & $53 million paid in payroll taxes

Paid $2.3 billion in death claims Paid $1.7 billion in disability benefits Paid $4.3 billion health & dental claims (51 million claims)

• $9 billion in payout annuities• $42 billion in individual investment funds• $44 billion in group retirement and pension funds

F55 Supports Canadians

We believe we are the best place to build a

thriving financial planning franchise.

Provide access to world-class products, tools and support for our

advisors at all stages of their careers.

Mission and Vision

We’re committed to ensuring you have access to the best products available:

Product solutions

David Aaron Director, Business Development Franceso Frano Director, Business Development Saverio Verni Director, Business Development Eli Sun Director, Business Development Craig MacTavish Director, Business Development Lee Corasaniti New Advisor Training Manager Yvette Lobo Operations Manager J.W. (Joe) Flynn Regional Director

Toronto Northwest Financial Centre

83 Advisors 740 yrs of experience

25,300 clients $28M in-force premium $261M AUM

$45,000 Avg 1st yr $91,000 Avg >3 yr

Benchmarks

Incorporated financial security

advisor

New advisor training manager

Director, business development

Productspecialist

Associate advisor

Head office London/Winnipeg

Financial security advisor

Future opportunities

Career investment-risk-return matrix

Investment Risk ReturnEmployee Low Low-Med Low-Med

Professional High Low-Med Med-High

Franchise High Med-High Med-High

Small Business High High High

Financial Advisor Low Low-Med High

Planning Process

What makes Freedom 55 unique?

Risk management

specialists

New advisor training manager

Mortgage and banking specialists

Group retirement and

benefits specialists

Tax and estate planning

consultants

Director, business

development

Investmentspecialists

Financial security advisor

The team supporting your business

Option to incorporate and self-brand Opportunity to add associate advisors Business Solutions Consulting Wealth & Estate Planning Group Professional Development Credits

Carol NieWealth Mgmt

King Financial& Benefits

Enjoy Life IncorporatedMcCash Financial

Gentile & AssociatesWealth & Estate Planning

Portal Process Group

C&C GoldenWealth Mgmt

Build your business your way

  Monday Tuesday Wednesday Thursday Friday

8:30 AM

Administration

Administration Administration Administration

Administration9:00 AM

Appointment Appointment Appointment9:30 AM

10:00 AM

Development Development10:30 AM

Prospecting Prospecting Prospecting11:00 AM

11:30 AM

12:00 PM

Appointment Appointment Appointment Appointment Appointment12:30 PM

1:00 PM

1:30 PM

Personal

Administration Appointment Development

Personal

2:00 PM

2:30 PM

3:00 PM

Personal Personal Personal

3:30 PM

4:00 PM

4:30 PM

Administration5:00 PM

5:30 PM

6:00 PM

Prospecting Appointment Prospecting Appointment6:30 PM

7:00 PM

7:30 PM

Appointment Appointment Personal Appointment8:00 PM

8:30 PM

Start with 20 new advisors:

Start Quit SucceedYear 1 20 6 14Year 2 14 4 10Year 3 10 3 7Year 4 7 1 6

6 of 20 = 30% retention

The success rates

Dials Contacts Appointments Sales 20 10 3 1

60 30 9 3 x 40 weeks1,200 contacts(300-600 people)

You - friends, family, co-workers, etcCOI’s - people of importance in communityReferrals - deliver value and learn how to askAlliances - other complimentary professionals

- Today- Tomorrow- Never

Activity breeds success

Time flexibility Professional career Above average income Group benefits – health/dental 7th largest financial services company Group RRSP and Share Ownership Plan Youthful culture – we work hard / play hard Paid training and continuing education support

Advantages of a career in financial services

Career Start Program• January 11th contract date February 29th • February 22nd contract date April 4th • March 28th contract date May 9th

• May 2nd contract date June 13th

• June 13th contract date July 25th

• August 2nd contract date September 12th

• September 6th contract date October 17th • October 11th contract date November 21st • November 14th contract date December 19th

E-Learner via webcast/ teleconference Self-Study Independently

Starting your business