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LNL2436. Where Are We? +7.2% 1st Qtr. – 2012 1,276 1st Qtr. – 2013 1,375 YTD – 2013 1,500 +15% Placeholder Data.

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Presentation on theme: "LNL2436. Where Are We? +7.2% 1st Qtr. – 2012 1,276 1st Qtr. – 2013 1,375 YTD – 2013 1,500 +15% Placeholder Data."— Presentation transcript:

1 LNL2436

2 Where Are We? +7.2% 1st Qtr. – ,276 1st Qtr. – ,375 YTD – , % Placeholder Data

3 Where Are We? -2.2% 1st Qtr. – st Qtr. – YTD – % Placeholder Data

4 Where Are We? -7.9% 1st Qtr. – 2012 $10,002,955 1st Qtr. – 2013 $9,267,793 YTD – 2013 $10,800,000 +3% Placeholder Data

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6 WOOD – OLD SPACE

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9 WOOD – NEW SPACE

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12 HANSON – OLD SPACE

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16 HANSON – NEW SPACE

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23 JACKSON – OLD SPACE

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26 JACKSON – NEW SPACE

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34 BLANCO – OLD SPACE

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37 BLANCO – NEW SPACE

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52 LNL2436

53 Individual Growth Laptop Implementation$130,457 Individual Net Submit$76,508 Individual Net Submit Same Time Last Year Growth 71% Tim Aderholt

54 Worksite Growth Worksite Advantage Implementation$146,067 Worksite Net Submit$475,579 Same Time Last Year Growth 226% Tim Nuckolls

55 Can your training system be duplicated? Tim Nuckolls

56 Issue: Creating a system that can be easily duplicated  Top Agents are not always the best field trainers  Top Agents usually use sales skills that are difficult to duplicate Tim Nuckolls

57 Flip Book Presentation? Why use the Flip Book Presentation? Tim Nuckolls

58 It Can Be Duplicated! Using it allows all agents to be trained the same way It gives new agents the confidence they need to prospect First year agents have closed 63 cases so far this year using it! Tim Nuckolls

59 Three Key Points to Train: 1.Introduction 2.The Four Common Responses  All agents are required to memorize these verbatim before going in the field  Being prepared gives agents the confidence they need to be successful  The Flip Book is available as a visual aid for the agent. This helps to walk them through the presentation and keep them on task. Tim Nuckolls

60 Three Key Points to Train: 3.Activity and Verification  Train your Agents to use the 55/10/1 model  Have your Agents keep track of their numbers Tim Nuckolls

61 Organizational Skills: 55/10/1 is designed to close 10% of the appointments that agents run What are your agents doing with the other 90%?!?  Have each agent create a Prospect Book to help them stay organized throughout the week, month and year  Have Prospecting Surveys for agents to write notes on upon leaving a business Tim Nuckolls

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64 Closer to the Heart

65 How do I donate? Check Make the check payable to FIDELCO Give the check to Sally East Check Make the check payable to FIDELCO Give the check to Sally East 1 1 Online Go to Click ‘How to Help’ and ‘Make a Donation’ Forward a copy of your confirmation to Online Go to Click ‘How to Help’ and ‘Make a Donation’ Forward a copy of your confirmation to 2 2 Our donations will be earmarked to help provide a service dog to a blinded veteran

66 COUNCIL OF CHAMPIONS

67 Tim Aderholt Gainesville 13 Time Qualifier Council Of Champions

68 Brian Cannington Waycross 11 Time Qualifier Council Of Champions

69 Owen Wilson Orlando 9 Time Qualifier Council Of Champions

70 John Hadder Birmingham 7 Time Qualifier Council Of Champions

71 Jeff Miller Springfield 4 Time Qualifier Council Of Champions

72 Mark Woodruff Montgomery 3 Time Qualifier Council Of Champions

73 Clint McLain Jasper 2 Time Qualifier Council Of Champions

74 NEW COUNCIL MEMBERS Council Of Champions

75 Kathy Blanco Tampa Bay Council Of Champions

76 Cedric Higgins Columbus Council Of Champions

77 Vickie Ketron Knoxville Council Of Champions

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79 COUNCIL NOTES

80 SUBMITTED POLICIES From: Sent: Monday, April 08, :10 AM To: Subject: SubmittedEapps PRIMARY AGENT: BRANCH: 111/77 RAHL,JEN (12345) 555 MAIN STREET, CORINTH MS Phone: (555) Cell: (___)___-____ Agent Requested Text Message: N ---- SUBMITTED POLICIES ---- APP KEY: LN Rahl Jen APP TYPE: FF CLIENT: Rahl Jen E COMMISSIONED AGENT: MODE: BB PREM AMT FOR APP: $24.00 TOTAL ANNUAL PREMIUM FOR APP: $ NOTIFICATION SENT TO:

81 SUBMITTED POLICIES From: Sent: Monday, April 08, :10 AM To: Subject: SubmittedEapps PRIMARY AGENT: BRANCH: 111/77 RAHL,JEN (12345) 555 MAIN STREET, CORINTH MS Phone: (555) Cell: (___)___-____ Agent Requested Text Message: N ---- SUBMITTED POLICIES ---- APP KEY: LN Rahl Jen APP TYPE: FF CLIENT: Rahl Jen E COMMISSIONED AGENT: MODE: BB PREM AMT FOR APP: $24.00 TOTAL ANNUAL PREMIUM FOR APP: $ NOTIFICATION SENT TO:

82 Branch Agent Name Agent Status Level Projected PVFC 1 Mo Prior PVFC 2 Mo Prior PVFC Independent Contract Date 1 BM 1 ABM270,195194,552 12/31/ BM 2 ABM201,180172,666 7/23/ BM 3 ABM170,885130,730 12/31/ BM 4 ABM407,068361,240 7/19/2012 PVFC Liberty National Life Insurance Company Analysis of Agent PVFC as of April 2013 month-end using 5% Int. and 2012 Assumptions Notes: Projected PVFC consists of both unearned FY commission and projected RY commission. Unearned FY commission includes Advances already paid to the agent or into the Commission Account. Projected PVFC assumes 100% vesting of RY commission for Active agents. Aggregate lapse & mortality assumptions are used for Life & Health policies but are split by Individual/Worksite.

83 ** $12,500 FOR EVERY $500,000 OVER 2 YEARS BM Promotion Bonus

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85 Breakout Sessions

86 MARCH MADNESS

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88 Bracket - Aderholt

89 Bracket - Everett

90 Bracket - Final

91 Tim Aderholt Runner Up

92 Jason Everett Winner

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94 WAR Report – Individual Market

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99 Call Night Tracker

100 Field Training Report – Individual Market

101 WAR Report – Worksite Market

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104 Worksite Mobile App

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106 Field Training Report – Worksite Market

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108 Closer to the Heart

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110 BRANCH GROWTH

111 Stephanie Jackson

112 Tony Carter

113 Cedric Higgins

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115 COUNCIL NOTES

116 Career Track – AUM

117 Career Track – BM

118 Branch Heirarchy Agent

119 Branch Heirarchy Agent AUM Supervising Agent

120 Branch Heirarchy Agent AUM Supervising Agent UM Agency Director

121 Branch Heirarchy Agent AUM Supervising Agent UM Agency Director Regional Agency Director FUTURE!

122 Branch Heirarchy Agent AUM Supervising Agent UM Agency Director Branch Manager Agency Owner Regional Agency Director FUTURE!

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128 Breakout Sessions

129 MENTORSHIP

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