Onboarding

Global Financial Impact

Internal Use Only

WEEK 1

1

2. Paths To Success

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Agent A

4.5 Hours�Your First Week

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Agent B

Requires 6 Hours�Your First Week

You Will Succeed With Both, This Is Just So We Know What Your Schedule Permits So We Don’t Overwhelm You

Week 1

What to expect

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Phase 1

4.5 - 6 Hours

Here are the hours we need to get you licensed and ready to earn income.

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Your actual hands-on training will begin once you are licensed so that way you can earn an income for your efforts.

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If you want to learn and move faster, you are more than welcome to do more. Because the more you put in, the more you will get out.

Week 2

4 Hours + Pass Life Quiz

Week 3

4 Hours

The New Era System

Internal Use Only

Internal Use Only

5 Phases To Become An Agency Owner

Go Through Client Experience

Start Promotion Process

Field Training

Promotion

Become a Certified Field Trainer

PHASE 1:

PHASE 2:

PHASE 3:

Get Licensed

Net License

Become a Marketing Director and Earn Your $50,000 Watch

PHASE 4:

Earn your $100,000 Ring and Become an Executive Marketing Director

PHASE 5:

$182,100 Is The Average Retirement Account Balance For Ages 60 to 69 Years Old

The Current Way of Doing Things Is Not Working

Internal Use Only

$182,100

An Estimated 40% of�Divorces Are Due To�Financial Problems

40%

60% of Americans Will Get Diagnosed With an Illness With One of the Leading Causes Being Attributed to

Financial Stress

60%

63% of Americans Are�Living Paycheck�to Paycheck

63%

67% of Americans�Have Never Made A�Financial Plan

67%

68% of Americans�Say They Are Not On�Track to Retire

68%

401(k) Crisis

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Client Service Menu

Internal Use Only

We Are Here To Provide Value And Make An Impact

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Tax-Advantaged

Wealth Accumulation Strategies

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Asset Protection & Qualified Plan Rollovers

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College�Education Funds

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Debt Management�And Consolidation

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Infinite Banking And

Family Banks

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Life Insurance, Living Benefits, & Final Expense

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Estate And

Legacy Planning

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Indexed Growth

Roth IRA, SEP IRA, Traditional IRA

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Mortgage Protection Term

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Business Owner Strategies

Tax and/or legal advice is not offered by Global Financial Impact, LLC, its affiliated companies nor its independent associates. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.

Flagship Products

Internal Use Only

What We Do Matters!!

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Fixed�Indexed Annuity

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Final

Expense

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Term Life Insurance�W/ Living Benefits

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IUL /�Family Bank

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Million Dollar�Baby IUL

Putting A GRIPP�on Investments

Internal Use Only

Fixed Indexed Annuity

VARIABLE

Unprotected

INDEXED

Protected

G

R

I

P

P

GUARANTEES

RATE OF RETURN

INDEXED GROWTH

PENSION-LIKE INCOME

POTENTIAL BONUSES

RULE OF 72: 72 ÷ 10 = 7.2

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No Taxes

No Penalties

No Fees

401k, IRA, Roth IRA, 403B, 457, Stocks, etc.

Flagship Products

Internal Use Only

What We Do Matters!!

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Fixed�Indexed Annuity

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Final

Expense

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Term Life Insurance�W/ Living Benefits

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IUL /�Family Bank

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Million Dollar�Baby IUL

What is Final Expense?

Internal Use Only

Internal Use Only

Final Expense

What is Final Expense?

Final expense insurance is a whole-life policy that pays out shortly after a loved one passes away. The payout amount can vary but is typically enough money to cover funeral expenses and remaining medical bills.

Flagship Products

Internal Use Only

What We Do Matters!!

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Fixed�Indexed Annuity

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Final

Expense

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Term Life Insurance�W/ Living Benefits

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IUL /�Family Bank

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Million Dollar�Baby IUL

Term Life Insurance With Living Benefits

Internal Use Only

Term Life Insurance W/ Living Benefits

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Traditional life insurance only pays out when you die. Living Benefits allow the death benefit money to be accessed while you’re alive!

Critical

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Heart Attack

Stroke

Major Organ Transplant

End Stage Renal Failure

Paralysis

Invasive Cancer

Blindness

Amyotrophic Lateral Sclerosis (ALS)

Chronic

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Bathing

Dressing

Eating

Toileting

Continence

Transferring to/from Bed�or Wheelchair

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Terminal

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Any illness where you have 24 months or less to live

AAS

Accelerated Access Solution:

$250,000 Policy

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2% Fixed:

$5,000 Per Month For 4 Years, & 2 Months

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4% Fixed:

$10,000 Per Month For 2 Years, & 1 Month

What do you have in place that gives you access to hundreds of thousands of dollars while you’re alive in case you get a critical, chronic, or terminal illness?

Flagship Products

Internal Use Only

What We Do Matters!!

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Fixed�Indexed Annuity

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Final

Expense

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Term Life Insurance�W/ Living Benefits

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IUL /�Family Bank

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Million Dollar�Baby IUL

8 Wealth Building Categories

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3-in-1 Solution

Internal Use Only

IUL / Family Bank

P

E

RC

S

PROTECTION

EMERGENCY FUNDS

RETIREMENT

COLLEGE FUNDS

SAVINGS

1913 IRC 7702 (a)

IRC 162 - Tax Deductible

IRC 7702 (b) - Long Term Care

IRC 72 (e) TEFRA - Tax Free Growth

IRC 7702 DEFRA - Tax Free Withdrawals

IRC 101 (a) TAMRA - Tax Free Beneficiary Death Benefit

IUL

Family Bank Strategy 

(Wealth Accumulation)

Tax-Free �Life Insurance

Living �Benefits

7 PROTECTIONS:

1. Family

2. Health

3. Business or Home

4. Market Losses

5. IRS

6. Inflation

7. Creditors/Predators

F.D.I.C

Infinite Banking

Internal Use Only

IUL / Family Bank

Taxes

Your money is insured up�to $250,000

$1 - $24

$1 - $100

Tax Free

$10 - $1

$3 - $1

RE-INS

No Risk

Internal Use Only

Example

IUL Illustration

Internal Use Only

18

Liquidity

$2,500/month IUL

Put in $1,050,000 and take out $9,026,650 by age 90

Liquidity

19

$500/month IUL

Put in $210,000 and take out $1,747,225 by age 90

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Liquidity

Liquidity

20

Infinite Bank

Internal Use Only

IUL / Family Bank

1. Policy Holder

2. Insurance Company

3. Cash Value

(8% - 10% Average Return)

PREMIUM CONTRIBUTION

% OF PREMIUM

Policyholders can take out a tax-free loan against the policy at a minimal interest rate.

The Loan Amount in which you can borrow will be determined by the amount of cash value within the account.

This money can be used for anything and does not have to be paid back because your cash value and death benefit are used as collateral.

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If the loan amount is used for other investment opportunities, then you could potentially earn interest on the same dollar 2-3 times at once.

Policy Holder Can Take A Tax Free Loan Against The Policy

Flagship Products

Internal Use Only

What We Do Matters!!

​

Fixed�Indexed Annuity

​

Final

Expense

​

Term Life Insurance�W/ Living Benefits

​

IUL /�Family Bank

​

Million Dollar�Baby IUL

Internal Use Only

Child-Saving Options

Million Dollar Baby IUL

Example

Million Dollar Baby Illustration

Internal Use Only

24

$150/month MDB IUL

Put in $117,000 and take out $4,023,625 by age 90

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Liquidity

Liquidity

25

7-Day

Standard

Internal Use Only

Internal Use Only

Complete Week 1 Onboarding (1.5 Hours)

We are doing that now, Congratulations!

Sign Up For Pre-Licensing & Schedule Your Life Exam (0.5 Hours)

Let’s accomplish this today!

Complete Personal Financial Review (1 Hour)

This is a chance to go through a client like experience!

Attend New Agent Onboarding School

(Sat @9am PST or Tues @6pm Pst) / (1.5 Hours)

This is where you will get more clarity on who we are, what we do, and our system, from a top Executive with our firm

If People Ask Questions

Internal Use Only

Internal Use Only

What Is The Name Of The Company?

Our firm is Global Financial Impact, we work with 25+ Multi Billion Dollar Financial Institutions, and we do business not only here in the United States but in 33 other countries.

What do you guys do?

We do pretty much everything revolved around money management but specialize mostly in wealth accumulation and helping people increase their net worth. Does that make sense?

Scenario of Disaster

Internal Use Only

EXCITED

Your excitement generates curiosity

They start to

ask questions

You try to answer them, but answer wrong

They jump to�a conclusion

They�say “No”

FAILURE

Your response:

Since I’m not licensed just yet. I don’t know what I can and cannot say without it. Is it okay if I get back to you?

Homework

Internal Use Only

Break Down Expenses

Break down your total income vs expenses all the way down to the Netflix! This will make it easier for us to take you through the client-like experience so you can see how we’re able to help families!

Read First 3 Chapters

Read first 3 chapters of Money, Wealth, Life Insurance. This will give you a much better idea of why what we do for people is so important!

GFI Rocket: Watch IUL Video & Complete Financial Questionnaire

Watch the IUL video to gain a solid understanding for how this powerful financial tool works! Also, please complete financial questionnaire.

Complete Top 25 Dreams Worksheet

Please complete the top 25 dreams worksheet. When your “why’s” are strong enough, the “how” becomes easier!

Client Service Menu

Internal Use Only

We Are Here To Provide Value And Make An Impact

​

Tax-Advantaged

Wealth Accumulation Strategies

​

Asset Protection & Qualified Plan Rollovers

​

College�Education Funds

​

Debt Management�And Consolidation

​

Infinite Banking And

Family Banks

​

Life Insurance, Living Benefits, & Final Expense

​

Estate And

Legacy Planning

​

Indexed Growth

Roth IRA, SEP IRA, Traditional IRA

​

Mortgage Protection Term

​

Business Owner Strategies

Tax and/or legal advice is not offered by Global Financial Impact, LLC, its affiliated companies nor its independent associates. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.

Next Steps

Schedule Week 2 Onboarding.

Internal Use Only

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