2. WHO WE ARE ? ACCESS is an independent financial services brokerage firm for Main Street America. “We started a company with a thirst for independence and a desire to offer the most competitive and comprehensive financial products in the market place.” Alex Batlle, CEO

3. OUR MISSION To provide families with ACCESS to the best options & strategies for building and securing their wealth.

4. OUR VISION To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.

5. FINANCIAL REALITIES Average credit card debt among households with balances on their cards $15,788 AARP, July August 2010 56% of workers say they have less than $25,000 in savings and investments for retirement. 2011 Retirement Confidence Survey Today nearly a third of US households, 35million, have no life insurance. They have no plan to secure their families statribune.com 2010

6. FINANCIAL STRATEGIES

7. PRODUCT SOLUTIONS Term Life Insurance Permanent Life insurance Disability Insurance Indexed Annuities IRA/ROTH Rollovers Business Owner & Executive Solutions Managed Accounts* (If FINRA registered)

8. TECHNOLOGY

9. HIGH TECH & HIGH TOUCH

10. HIGH TOUCH “People are our most important asset” Alex Batlle, CEO

11. PRODUCER PATH 50% - Financial Representative 55% - $3000 60% - $5000 65% - $10,000 70% - $15,000 75% -$20,000 80% - $30,000 *All rolling 3 month periods

12. NEW ASSOCIATE Complete project 100 Scholarship Program Register 52hr pre-licensing course Attend weekly class room training sessions

13. FINANCIAL REP 50% Pass DOI exam Obtain E&O insurance Completed Scholarship Program Completed Training Modules

14. SALES DIRECTOR 55% Build 3 direct new associates $5,000 in team premium Receive Promotion 5% override

15. DIVISION DIRECTOR 65% Build 3 Direct Financial Representatives $10,000 x 2 months in team premium Begin leadership training Receive promotion 5%-15% Override

16. MANAGING DIRECTOR 70% 6 Direct Financial Representatives $20,000 x 2 months in team premium Receive promotion 5%-20% override

17. VICE-PRESIDENT 90% 9 Direct Financial Representatives $30,000 x 2 months of team premium Receive promotion 20%-40% override PLUS participate in an Ownership BONUS ! *Up to 10% paid monthly

18. FINANCIAL REP COMP SCENARIO 1 Life sale a week = $4,000 x 65% = $2,600 2 Disability sales per month = $2,000 100,000 annuity volume = $3,250 _______________________________________________ Total $6,050 Annual Income $ 72,600

19. VICE-PRESIDENT VISION 10 Financial Reps x $2,000 premium = $20,000 Team Production 30% avg. override = $ 6,000 a month 10% Ownership Bonus* = $ 2,000 a month Disability Insurance = $ 2,000 a month Annuities = $ 2,000 a month ______________________________________________________ Total $12,000 x 12 = $144,000!!!

20. INCENTIVES

21. ACCESS SUPPORT Sales Training Market Strategies Marketing Support Product Knowledge Innovative Industry Technology Lead Generation

22. HOW TO GET STARTED Apply Fill out Project 100 (personal market analysis) Begin class room training and field training Get licensed with D.O.I. of California https://52hours.com/ (Online Course) https://52hours.com/ http://www.kfeducation.com/insurance-lic (Classroom Course) http://www.kfeducation.com/insurance-lic START NOW!