1 of 13

Agent Visual Only

Internal Use Only

Do Not Share Screen

Tell Me About Yourself & Your Family: Wife / Husband / Kids Names

Why Did You Join The Business? Was It Time, Money, Or Fulfillment?

If You Were Financially Free What Would You Want Your Life To Look Like?

Question 1:

Question 2:

Question 3:

Are You Feeling This Way? (Elephant In The Room: Pyramid / Calling Friend & Family)

Question 4:

If We Could Replace Your Full Time Income At Your Job Would You Go Full Time With Us?

(Break Down What That Looks Like)

Question 5:

2 of 13

Onboarding

Global Financial Impact

Internal Use Only

WEEK 2

2

3 of 13

Let’s Get You Licensed & Paid

Internal Use Only

Internal Use Only

2 of The Most Important Ratios We Track

Licensing Ratio

Without a license, we legally cannot pay you. Which is why us getting you licensed is so important. Our goal is for 100% of agents to attain a license, so we will track you going through the entire licensing process.

Net Licensing Ratio

Getting you paid is very important to us because it proves to you what we already know, which is that this works.

Because of this, we want to help you cross $1,000 in income within 60 days of being licensed. This makes you a Net License.

GFI’s Goal Is To Help You Get Licensed & Paid As Fast As Humanly Possible.

4 of 13

Business Plan

Internal Use Only

Internal Use Only

Let’s Complete These Steps

Complete Week 1 Onboarding & Schedule Test Date

Go Through Client Experience

Complete 10 Field Training Appointments Once Fully Licensed & Appointed

STEP 1:

STEP 2:

STEP 3:

Earn Your Field Associate Promotion & Become a Net License

STEP 4:

Become a Certified Field Trainer

STEP 5:

5 of 13

Promotions Into Leadership Levels

To Grow Their Licensed Field Force

Passive Income: Earning Income Without Being There

To Change�Lives, & Impact Different Markets

Why Our Agents Choose To Build Agencies

Internal Use Only

To Supply�The Demand

The industry is getting smaller but the demand is getting bigger

1

2

3

4

5

The Industry Needs Our Help!

6 of 13

1 License = 20,000 Points Per Year

Increasing The Size Of Your Agency

Illustrative and Internal Use Only

If You Add 10 Licensed Agents To Your Agency This Month That Means That You Can Expect An Extra 200,000 Points In Your Agency Over The Next 12 Months

At A 35% Average Spread You Can Expect An Additional $70,000 In Override Income Over The Next 12 Months

Every 10 New Licenses = $70,000 Income Increase

If You Do That Every Month For 12 Months, You Can Generally Expect To Be Earning $840,000 Per Year Overriding Your Agency

10 License = 200,000 Points Per Year

100 License = 2,000,000 Points Per Year

Points = Net Annual Revenue

1,000 License = 20,000,000 Points Per Year

10,000 License = 200,000,000 Points Per Year

7 of 13

The Compensation Shown Above Includes Bonuses

Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying for bonus pools. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only. There is no assurance that these results can or will be achieved. Income is earned from sales of Global Financial Impact, LLC’s authorized products and services. No income is earned for recruiting. All compensation plans subject to change. Advancement criteria and field title designations are determined and offered through GFI. Personal percentages earned on products may vary based on the advancement level of agents with GFI.

World Class Compensation

Internal Use Only

EMD

A

A

A

A

A

A

EMD Agency Model:

Personal Income

Help 1 household per week save $500 per month: �$5,100 Per Week = $265,000 a year

Agency Income

Build a team of 6 Associates who help 1 household per week save $500 per month:�$14,400 Per Week = $748,800 a year

Total Income�$84,483 Per Month | $1,013,800 Per Year

8 of 13

Let’s Get You Promoted

Internal Use Only

3 Directs

Someone You Refer That Qualifies To Be Associated With Us

First 30 Days

We Will Build You Agency In Your FIRST 30 DAYS

Internal Use Only

Your Field Associate Promotion = Pay Raise

3 Families Helped

Anyone That Becomes a Client

Second 30 Days

We Will Help Families Once You Are Licensed So You Get Paid On Everything We Do

First 60 Days

Current Contract Vs. Field Associate Contract

  • As A Associate $200 / Month = $720
  • As A Field Associate $200 / Month = $1,080

9 of 13

Common Questions and Answers

Internal Use Only

What Is The Company Name?

The company is Global Financial Impact, and we work with 20+ multi-billion dollar financial institutions. We do business not only here in the United States but also in 30+ other countries!

Please Stick To The Script

What Are The Positions?

Because I’m still new, I don’t want to mislead you about anything because it does vary. So, if it’s okay, I would ask them those questions when you speak with them. They just asked me if I knew anyone who has integrity and is motivated, and I thought of you. So I would discuss it with them. They are really good people, so I know they will answer any questions you have.

Is It Hourly or Salary?

Refer To Above Answer:

10 of 13

Business Partner Marketing Plan

Internal Use Only

Internal Use Only

Every 200 Names & Numbers = A Potential $40,500

200 List of Names

30% Will Set An Appointment

60 Appointments

30 Clients

Associate Split

50% Of Appointment Will Become Clients

$15,000 In Premium ($500 / Client)

$7,500 x 12 = 90,000 Points x 45% = $40,500

Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying for bonus pools. Commission amount may vary based on product type and size of purchase. This is a hypothetical scenario for illustrative purposes only. There is no assurance that these results can or will be achieved. Income is earned from sales of Global Financial Impact, LLC’s authorized products and services. No income is earned for recruiting. All compensation plans subject to change. Advancement criteria and field title designations are determined and offered through GFI. Personal percentages earned on products may vary based on the advancement level of agents with GFI.

11 of 13

Please Pull Up Your Agent Tracker So We Can Start Creating A List Together

Internal Use Only

Internal Use Only

Business Partner Marketing Plan

Let’s Fill Out Your Lists Together!

12 of 13

Internal Use Only

What Should Be Your Focus

Focus Is The Process of Eliminating Distractions

Licensed�& Appointed

Don’t Be Afraid To

Ask For Help

Start Working Towards Your Field Associate or Senior Associate Promotion

3-3-60 or 10-10-60

Prepare For�Field Training

Your Hands On Training Experience

13 of 13

Next Steps

Schedule Week 3 Onboarding.

Internal Use Only

13