WHO WE ARE ? ACCESS is an independent financial services
brokerage firm for Main Street America. We started a company with a
thirst for independence and a desire to offer the most competitive
and comprehensive financial products in the market place. Alex
Batlle, CEO
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OUR MISSION To provide families with ACCESS to the best options
& strategies for building and securing their wealth.
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OUR VISION To create an organization, that simplifies an
outdated industry, and to create an unlimited opportunity for
growth.
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FINANCIAL REALITIES Average credit card debt among households
with balances on their cards $15,788 AARP, July August 2010 56% of
workers say they have less than $25,000 in savings and investments
for retirement. 2011 Retirement Confidence Survey Today nearly a
third of US households, 35million, have no life insurance. They
have no plan to secure their families statribune.com 2010
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FINANCIAL STRATEGIES
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PRODUCT SOLUTIONS Term Life Insurance Permanent Life insurance
Disability Insurance Indexed Annuities IRA/ROTH Rollovers Business
Owner & Executive Solutions Managed Accounts* (If FINRA
registered)
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TECHNOLOGY
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HIGH TECH & HIGH TOUCH
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HIGH TOUCH People are our most important asset Alex Batlle,
CEO
NEW ASSOCIATE Complete project 100 Scholarship Program Register
52hr pre-licensing course Attend weekly class room training
sessions
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FINANCIAL REP 50% Pass DOI exam Obtain E&O insurance
Completed Scholarship Program Completed Training Modules
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SALES DIRECTOR 55% Build 3 direct new associates $5,000 in team
premium Receive Promotion 5% override
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DIVISION DIRECTOR 65% Build 3 Direct Financial Representatives
$10,000 x 2 months in team premium Begin leadership training
Receive promotion 5%-15% Override
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MANAGING DIRECTOR 70% 6 Direct Financial Representatives
$20,000 x 2 months in team premium Receive promotion 5%-20%
override
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VICE-PRESIDENT 90% 9 Direct Financial Representatives $30,000 x
2 months of team premium Receive promotion 20%-40% override PLUS
participate in an Ownership BONUS ! *Up to 10% paid monthly
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FINANCIAL REP COMP SCENARIO 1 Life sale a week = $4,000 x 65% =
$2,600 2 Disability sales per month = $2,000 100,000 annuity volume
= $3,250 _______________________________________________ Total
$6,050 Annual Income $ 72,600
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VICE-PRESIDENT VISION 10 Financial Reps x $2,000 premium =
$20,000 Team Production 30% avg. override = $ 6,000 a month 10%
Ownership Bonus* = $ 2,000 a month Disability Insurance = $ 2,000 a
month Annuities = $ 2,000 a month
______________________________________________________ Total
$12,000 x 12 = $144,000!!!
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INCENTIVES
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ACCESS SUPPORT Sales Training Market Strategies Marketing
Support Product Knowledge Innovative Industry Technology Lead
Generation
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HOW TO GET STARTED Apply Fill out Project 100 (personal market
analysis) Begin class room training and field training Get licensed
with D.O.I. of California https://52hours.com/ (Online Course)
https://52hours.com/ http://www.kfeducation.com/insurance-lic
(Classroom Course) http://www.kfeducation.com/insurance-lic START
NOW!