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Global Financial Impact

The Industry Needs Our Help!

Internal Use Only

1

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GFI 12 STRONG

“Grow For It”

The 5 F’s (The Fulfillment Formula)
Builders Compensation
12 Month Anualization
Uncapped Commissions
100% of Target
Rollovers Pay Through The Grid
Incentive Trips & Events
Leadership Development Obsession
Unified & Proven System
Direct Contracts With Carriers

7. Tevah Technologies & Tech Stack

8. Hybrid Business Model

Inspirational Marketing (Recruit & Build)
Direct Marketing (Leads)
Advanced Marketing (Advanced Planning)

9. Track Record of Success

Twenty 7 Figure Earners

10. International (55+ Countries)

11. Winning Culture | Inspirational Marketing

12. Ownership Package & “POP”

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Our Credibility

Internal Use Only

Founders with 100+ years of combined experience

In Partnership With 25+ A-rated, Fortune 500 financial institutions

Industry Leading Persistency �Leading the industry in client retention

Licensed In all 50 States, Puerto Rico, Canada, The Virgin Islands & 30+ Countries

In Partnership with Ethos, a technology platform backed by some of the largest venture capitalist firms in the world, like Sequoia Capital and SoftBank, who are worth a combined $185B.

Internal Use Only

(CREDIBILITY)

Our company is Global Financial Impact and our goal is to inspire families to dream again.

We’re in partnership with ETHOS. ETHOS is ranked by Forbes as the #1 life insurance company in the United States for 2024.

•ETHOS is backed by Sequoia Capital & Soft Bank, who are some of the largest (if not the largest) venture capitalist companies in the world

We are in partnership with over 25 A-Rated Fortune 500 Financial Institutions.

We are leading the industry in persistency and what that means is when we help a client, they stay on the books with us long term. And can we both agree from an integrity standpoint, that’s very important?

We are licensed in all 50 states, Puerto Rico, Canada, the Virgin Islands & 33 Countries

& Our mission is to help 100 Million families by 2030, which is why i fell in love with the firm and am so passionate because that means that I am able to help families like mine….

*Insert 2 minute personal story on why you believe in financial literacy*

And one of the reasons we are able to sit down and help a wide variety of families is because we are what you would call a non captive company, by any chance do you know the difference between captive and non captive?

(STRENGTH IN SELECTION)

-A captive company only offers their own products

-As a non captive company, we work with 75% of all the multi billion-dollar fortune 500 financial institutions in North America

-Because we can do pretty much anything when it comes to money, we sit down with a family, provide education, find out their goals, then become their broker and go find the company and or companies that specialize in exactly what they are looking for, does this make sense?

-Not only that, everything we do for a family is complementary. We don’t charge the family, we actually charge the company for bringing them a client they wouldn’t have without us, creating a win-win-win scenario

Win for the client because they now have 24/7 access to a team of financial specialists that can help them with anything when it comes to money. Not only now, but over the years to come
It’s a win for the company because they gained a client that they wouldn’t have without us
And it’s a win for the agent because they are able to sit down with families having no agenda and feel amazing about what they do.

Does this make sense?...excellent

(TRANSITION):

So even though we offer a variety of different products and services one thing that we are big on is taking an educational approach.

So we like to teach our clients the 3 rules of money, by any chance have you ever heard of the 3 rules of money?

*NEXT SLIDE*

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6 Ways We Get Paid

Internal Use Only

Personal Income

1

Agency Income

2

Expansion Income

(7 Generations)

3

Bonus Income

4

Recurring Income Renewal Income

5

Equity Shares With Plans To Take Company Public

6

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Other Companies

Internal Use Only

GFI Movement

6 - 9 Month Commission

Advances

12 Month

Up Front Annualization

Capped Commission:

$2k / $3k / $5k

Uncapped Commissions

Employee Ran

Ran By Entrepreneurs

& Field Leaders

Stone Age

“Flintstones”

FinTech:

Technology & Digital Experience

“NO” Business Management Software

Business Management Software

1 Main Company & Product

25+ Companies

& What’s Best For The Client

High Contract With 1 Product or Company

High Contracts With All Companies &

All Products

Get Paid a Percentage of Target Premium

Get Paid On 100% of

Target Premium

Already Sold To Corporate

“No Upside Potential”

Plans of Going Public

“Upside Potential”

No Business Ownership

Real Contractual Business Ownership With Beneficiaries

No Real System

Proven System With Track Record

Overrides Flank:

No Builders

Compensation

133% Personal

& Builders Compensation

Confusing Bonus Structure

Clear Monthly & Annual Bonuses

Can Only Override Your Hierarchy

Can Override The Entire Company

Limited to No Training

Plug & Play Training Model

“18 Trainings Per Week”

Limited Leadership

Strong Leadership

- In The Game

-Overlapping

Limited to No Retreats

Monthly Retreats & Incentive Trips

Sales Driven

The 5 F’s

Fulfillment Formula

(CREDIBILITY)

Our company is Global Financial Impact and our goal is to inspire families to dream again.

We’re in partnership with ETHOS. ETHOS is ranked by Forbes as the #1 life insurance company in the United States for 2024.

•ETHOS is backed by Sequoia Capital & Soft Bank, who are some of the largest (if not the largest) venture capitalist companies in the world

We are in partnership with over 25 A-Rated Fortune 500 Financial Institutions. Some of which have been around since 1848

We are leading the industry in persistency and what that means is when we help a client, they stay on the books with us long term. And can we both agree from an integrity standpoint, that’s very important?

We are licensed in all 50 states, Puerto Rico, Canada, the Virgin Islands & 33 Countries

& Our mission is to help 100 Million families by 2030, which is why i fell in love with the firm and am so passionate because that means that I am able to help families like mine….

*Insert 2 minute personal story on why you believe in financial literacy*

And one of the reasons we are able to sit down and help a wide variety of families is because we are what you would call a non captive company, by any chance do you know the difference between captive and non captive?

(STRENGTH IN SELECTION)

-A captive company only offers their own products

-As a non captive company, we work with 75% of all the multi billion-dollar fortune 500 financial institutions in North America

-Because we can do pretty much anything when it comes to money, we sit down with a family, provide education, find out their goals, then become their broker and go find the company and or companies that specialize in exactly what they are looking for, does this make sense?

-Not only that, everything we do for a family is complementary. We don’t charge the family, we actually charge the company for bringing them a client they wouldn’t have without us, creating a win-win-win scenario

Win for the client because they now have 24/7 access to a team of financial specialists that can help them with anything when it comes to money. Not only now, but over the years to come
It’s a win for the company because they gained a client that they wouldn’t have without us
And it’s a win for the agent because they are able to sit down with families having no agenda and feel amazing about what they do.

Does this make sense?...excellent

(TRANSITION):

So even though we offer a variety of different products and services one thing that we are big on is taking an educational approach.

So we like to teach our clients the 3 rules of money, by any chance have you ever heard of the 3 rules of money?

*NEXT SLIDE*

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25,000 pts. x 80% EMD $20,000


85,000 pts. - 25,000 = 60,000 x 30% (avg.) $18,000

Super Base
N/A


N/A


Base Shop 85,000 x 5% $4,250

Personal

Base shop

Super Base

Super Team

Bonus

Pools

Personal Annual Cash Flow:

$38,000 + $4,250 Bonus = $42,250 / Month

$507,000 Per Year

$500,000+ In Annual Income With GFI!

For Internal Use Only

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0 pts. x 80% EMD $0


50,000 pts. - 0 = 50,000 x 30% (avg.) $15,000

Super Base
200,000 pts. - 50,000 = 150,000 x 15% $22,500


N/A


Base Shop 50,000 x 5% $2,500 Super Base Bonus 150,000 x 3% $4,500

Personal

Base shop

Super Base

(3 EMDs)

Super Team

Bonus

Pools

Personal Annual Cash Flow:

$37,500 + $7,000 Bonus = $44,500 / Month

$534,000 Per Year

$500,000+ In Annual Income With GFI!

For Internal Use Only

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25,000 pts. x 80% EMD $20,000


100,000 pts. - 25,000 = 75,000 x 30% (avg.) $22,500

Super Base
400,000 pts. - 100,000 = 300,000 x 15% $45,000


N/A


Base Shop 100,000 x 5% $5,000 Super Base Bonus 300,000 x 3% $9,000

Personal

Base shop

Super Base

(6 EMDs)

Super Team

Bonus

Pools

Personal Annual Cash Flow:

$87,500 + $14,000 Bonus = $101,500 / Month

$1,218,000 Per Year

$1,200,000+ In Annual Income With GFI!

For Internal Use Only

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25,000 pts. x 80% EMD $20,000


100,000 pts. - 25,000 = 75,000 pts x 30% (avg.) $22,500

Super Base
1,100,000 pts. - 100,000 = 1,000,000 pts x 15% $150,000


5,000,000 pts. - 1,100,000 = 3,900,000 pts x 5% (avg.) $195,000


Base Shop 100,000 x 5% $5,000 Super Base Bonus 1,000,000 x 3% $30,000 Super Team Bonus 3,900,000 x 2% $78,000

Personal

Base shop

Super Base

Super Team

Bonus

Pools

Personal Annual Cash Flow:

$387,500 + $113,000 Bonus = $500,500 / Month

$6,006,000 Per Year

$6,000,000+ In Annual Income With GFI!

For Internal Use Only

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25,000 pts. x 80% EMD $20,000


200,000 pts. - 25,000 = 175,000 pts x 30% (avg.) $52,500

Super Base
2,200,000 pts. - 200,000 = 2,000,000 pts x 15% $300,000


10,200,000 pts. - 2,200,000 = 8,000,000pts x 5% (avg.) $400,000


Base Shop 200,000 x 5% $10,000 Super Base Bonus 2,000,000 x 3% $61,500 Super Team Bonus 8,000,000 x 2% $160,000

Personal

Base shop

Super Base

Super Team

Bonus

Pools

Personal Annual Cash Flow:

$772,500 + $231,500 Bonus = $1,004,000 / Month

$12,048,000 Per Year

$12,000,000+ In Annual Income With GFI!

For Internal Use Only

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For more information

Visit our website at GlobalFinancialImpact.com

Internal Use Only

V0050724

Ready to become part of GFI?

Visit our website at MyGFIConnect.com/signup

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Non Negotiables As We Were Creating GFI

Internal Use Only

We Wanted To Make Sure That…

Products Had To Be The Best Thing For The Client

Contractual

Business Ownership

High Personal, Builders, & Bonus Compensation

Technology

“The Digital Experience”

Proven Systems Where

Anyone Can Win

Built For The People

Not For The Company Profits

Strong & Unified Culture

Leadership That

Understands The Needs

of The Field