Onboarding
Global Financial Impact
STEP 3
Internal Use Only
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The money you make should always be a byproduct of the families you help and the person you become in the process.
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Internal Use Only
Global Financial Impact
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Personal Compensation Example: Life Insurance
Personal Compensation Formula
Monthly Premium x 12 Months = Points
Points x Agent Level = Personal Compensation
Example:
$500 x 12 x 45% (Agent Level) = $2,700
Agent Levels
Associate: 30%
Field Associate: 45%
Senior Associate: 50%
Marketing Director: 60%
Executive Marketing Director: 85%
(With Bonus)
Example: $500/Month
$500 x 12 = $6,000 x 30% = $1,800
$500 x 12 = $6,000 x 45% = $2,700
$500 x 12 = $6,000 x 50% = $3,000
$500 x 12 = $6,000 x 60% = $3,600
$500 x 12 = $6,000 x 85% = $5,100
Internal Use Only
Global Financial Impact
Compensation Example: Life Insurance
Field Associate�Personal Income
$100 Month = $540
$200 Month = $1,080
$300 Month = $1,620
$400 Month = $2,160
$500 Month = $2,700
$600 Month = $3,240
$700 Month = $3,780
$800 Month = $4,320
$900 Month = $4,860
$1,000 Month = $5,400
$2,000 Month = $10,800
Marketing Director�Personal Income
$100 Month = $720
$200 Month = $1,440
$300 Month = $2,160
$400 Month = $2,880
$500 Month = $3,600
$600 Month = $4,320
$700 Month = $5,040
$800 Month = $5,760
$900 Month = $6,480
$1,000 Month = $7,200
$2,000 Month = $14,400
Executive Marketing Director Personal Income
$100 Month = $1,020
$200 Month = $2,040
$300 Month = $3,060
$400 Month = $4,080
$500 Month = $5,100
$600 Month = $6,120
$700 Month = $7,140
$800 Month = $8,160
$900 Month = $9,180
$1,000 Month = $10,200
$2,000 Month = $20,400
Internal Use Only
Global Financial Impact
Personal Compensation Example: FIA
Personal Compensation Formula
Rollover Amount x 7% = Points
Points x Agent Level = Personal Compensation
Example:
$250k x 7%x 45% (Agent Level) = $7,875
Agent Levels
Associate: 30%
Field Associate: 45%
Senior Associate: 50%
Marketing Director: 60%
Executive Marketing Director: 85%
(With Bonus)
Example: $250,000 Rollover
$250k x 7% = 17.5k pts x 30% = $5,250
$250k x 7% = 17.5k pts x 45% = $7,875
$250k x 7% = 17.5k pts x 50% = $8,750
$250k x 7% = 17.5k pts x 60% = $10,500
$250k x 7% = 17.5k pts x 85% = $14,875
Internal Use Only
Global Financial Impact
Compensation Example: FIA (7%Payout)
Field Associate�Personal Income
$100,000 = $3,150
$250,000 = $7,875
$500,000 = $15,750
$750,000 = $23,625
$1,000,000 = $31,500
$2,000,000 = $63,000
Marketing Director�Personal Income
$100,000 = $4,200
$250,000 = $10,500
$500,000 = $21,000
$750,000 = $31,500
$1,000,000 = $42,000
$2,000,000 = $84,000
Executive Marketing Director Personal Income
$100,000 = $5,950
$250,000 = $14,875
$500,000 = $29,750
$750,000 = $44,625
$1,000,000 = $59,500
$2,000,000 = $119,000
Internal Use Only
Global Financial Impact
FREE Warm and Hot
Market Referrals
Paying�For Commercials
Paying For Ads
Paying For Leads
Door Knocking
Flyers On Doorsteps
Marketing & Advertising
Which Strategy Sounds Best To You?
Internal Use Only
Global Financial Impact
To Answer Any Questions They Might Have
To Rebrand Yourself To Those Who Know You
To Build You�A Strong�Referral Source
To Build You�A Strong�Support System
Why We Field Train
To Teach You How�To Help Families
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We Field Train You To Teach you How To Represent Our Firm & Help Families, We Build You An Agency So You Have People To Go Field Train.
Internal Use Only
Global Financial Impact
Please Pull Up Your Agent Tracker So We Can Start Creating A List Together
Internal Use Only
Field Training Marketing Plan
Let’s Fill Out Your Lists Together
Global Financial Impact
Things To Avoid
Internal Use Only
Avoid Telling People
“They Would Benefit”
Avoid Telling People
“They Need This”
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Avoid Telling People
“You Can Make A Lot�Of Money”
Avoid Trying To Convince People About The Bells & Whistles of Our Firm
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Internal Use Only
Global Financial Impact
Field Training Script
YOU:
“Hey how are you? (Small Talk). Well the reason I am calling is because I just took a position with Global Financial Impact, and I’m super excited about it. I’m actually going through training right now and your support would mean the world to me,
So I was wondering if you and (SPOUSE) would help me out?”
THEM:
“Of course, what would you need from us?”
YOU:
“All we would do is hop on a quick zoom in the next day or so where my trainer will share with you who we are and what I’ll be doing in my new career path so I can learn, but also, that way if you ever come across anyone who would benefit from what we do, you can have confidence referring them to me.
So what day works better for you both, Tomorrow or the next day?
E
T
H
O
R
EXCITED
TRAINING
HELP
OPINION
REFERRALS
Never Text People To Set Up Appointments, Always Call
Internal Use Only
Global Financial Impact
Common Questions
Does my spouse need to be there?
“In order for me to get full credit, both of you are requested to be there.”
Do I need to buy anything?
“No, it’s just for my training and to gain support.”
Is this an MLM?
“No, we are a financial services company and regulated just like a bank.”
What will I be doing?
“My trainer is just going to share with you what I’ll be doing so I can learn, and also so I can gain support.”
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?
?
?
Internal Use Only
Global Financial Impact
Action Plan
Internal Use Only
Set Minimum of 10 Qualified Field Training Appointments
Our goal on these trainings is to teach you how to represent our firm properly, teach you how our products work, generate tons of support for you, and help you earn a minimum of $10,000 - $25,000 your first month licensed.
Let’s Have a Goal to Complete The 10 Field Training Appointments Within Your First 7 Days Licensed
Internal Use Only
Global Financial Impact
Phase 2 Goals
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Complete All Field Training Appointments
Where we teach you how to represent our firm, how our products work, and how to help families on your own.
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Earn Your�Field Associate Promotion
This means you did 3-3-60.
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Become a�Net License
A Net License means that you have made your first $1,000.
Internal Use Only
Global Financial Impact
Ready to make an Impact?
Internal Use Only
Endeavor to make your dream a reality with GFI.
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