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Opportunity Advancement & Success. R.W. Insurance Group Independent Broker for 20 years Licensed with 16 Companies Life, Critical Illness, Disability.

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Presentation on theme: "Opportunity Advancement & Success. R.W. Insurance Group Independent Broker for 20 years Licensed with 16 Companies Life, Critical Illness, Disability."— Presentation transcript:

1 Opportunity Advancement & Success

2 R.W. Insurance Group Independent Broker for 20 years Licensed with 16 Companies Life, Critical Illness, Disability & Health Investments RRSP, RESP, TFSA & GMWB Group Benefits Health Spending Accounts

3 Why Life Insurance & Investments Career surveys have shown that Life & Investment Advisors rate # 5 of the Top 10 Best jobs measured by healthy work environment, opportunity for personal growth, self satisfaction and Income potential. Freedom and control of your working hours. “What is the recipe for successful achievement? To my mind there are just four essential ingredients: Choose a career you love, give it the best there is in you, seize your opportunities, and be a member of the team.” Benjamin F. Fairless

4 The R.W.I. Advantage R.W. Insurance Group encourages, guides and helps you grow and develop your sales ability while growing a book of business Networking with other R.W. Insurance Group Advisors and Staff 1 on 1 Mentoring and field work 1 st Year Advisor income potential of $50,000.00 Training in all aspects of our business Strong Compensation Recognition Programs Total Control of your work hours

5 Career Description Developing your Target Market Set your own Sales Target Project 100 Sales Presentation and Closing Training Networking Community Involvement & Volunteering Referral Program Assigned Clients Group Leads CE Credits and Education

6 Career Development Sales Concepts & Strategies Continuing Education Credits Networking with Insurance Providers Developing business plans Developing Sales Targets Developing Sales Campaigns Sales & Training Meetings Developing and Implementing Compliance Regime Social Media Training Internet Lead Generation Support Staff Assistance

7 Why R. W. Insurance Group? Strong Leadership Training, Coaching & Mentorship Social Media Flexible Benefit Package Trailer Income Build a Book of Business (You Own it) Recognition Program Be your own Boss

8 The Process Bronze Get Licensed Project 100 3 Joint Field Cases $1,000.00 Contracting Bonus SilverGold Weekly Coaching Daily Calling Training Self-Study Meet Vendors 1 Sale Weekly Increase in Bonus Time Leadership Training Small Business 100

9 Compensation - How is Works Term Insurance Term 10 (40%) Term 20 (45%) Term 30 (50%) Plus Bonus Paid when in force Whole LifeGroup Insurance Whole Life (50% - 65%) Plus Bonus Paid when in force We provide Lead 5% of Total annual premium Paid by R.W.I. when paid by Vendor

10 Case Study for Compensation Term Monthly Premium $100 Term 10 Annual Premium $1080.00 FYC 40% = $432.00 Bonus 120% = $518.40 Total Compensation = $950.40 Hours Worked 2 ($475.20) W/L Monthly Premium $100 Whole Life Annual Premium $1080.00 FYC 55% = $594.00 Bonus 120% = $712.80 Total Compensation = $1,306.40 Hours Worked 2 ($653.40)

11 Experience Leadership Knowledge We have Walked the Walk, we will help you face the challenges, using a holistic approach


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