1Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 1Version 4.0 WE ARE A NATIONAL ALLIANCE OF AGENTS WORKING TOGETHER TO PROVIDE MORTGAGE, FINAL EXPENSE AND RETIREMENT PROTECTION TO OUR CLIENTS.

2Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. About Me

3Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. About Me Insert Photo 1 Here Insert Photo 2 Here Insert Insurance License Here

4Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Mutual of Omaha: is a Fortune 500 mutual insurance company founded in 1909 with over $14.9 billion in assets. Also known as Transamerica: is a multinational company started in 1906 with over $31 billion in assets. Foresters: is a 135 year old company with assets of over $6.2 billion. Columbian Financial Group: is a reputable company established in 1882 that has over $1.3 billion in assets. Baltimore Life: is a 130 year old insurance company with a billion in assets. Companies I Represent

5Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. A Little About You Name & Age Height & Weight Tobacco Use Income Company How Long? Name & Age Height & Weight Tobacco Use Income Company How Long? Mortgage & Monthly Payment 401K, CDs, IRAs, Stocks, Retirement Accounts Current Policies (Type & Face Amounts) Major Medications Major Operations Criminal or Driving Record Military Member (orders for deployment overseas) Children? Names & Ages

6Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. What If? When you sent this form in were you concerned about eliminating your monthly mortgage payments, accidents, or disability? If one of you died last week, what would you want me to do for your family this week? Option  “Would you want to think about it and not commit to the benefit of your loved ones? Option  “Here is a tax free check to eliminate your monthly mortgage payment.” What are the consequences of not taking care of this today?

7Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. What is Mortgage Protection? Can pay your mortgage off when you die  You choose your beneficiary  Portable – follows YOU, not your mortgage  Level death benefit/Level premium  Covers death due to illness or accident Affordable options – Mortgage “Payment” Protection  Can cover 12, 24, 36 months or more of mortgage payments  Buys time and could earn more equity in the home Disability  Unable to work – can pay your mortgage payment Return of Premium  Pays ALL your premium back, tax free, if you are alive at the end of your term

8Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. What Happens Next We will get brief information to determine which company is best for you and your family. We will fill out the application form, sign and send in to the carrier that best fits your families needs. I will do everything I can to get you qualified. Sound good?

9Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Your Quote Option 1 Option 2 Option 3 Benefits Monthly Payment

10Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Emergency Response System Agent NAA# ______________

11Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Prescription Discount Card

12Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Prescription Discount Card  Yes, I would like to utilize my right to sponsor individuals in the NAA Program  No, I do not wish to utilize my right to sponsor individuals in the NAA Program Sign Here __________________

13Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Safe Money How much of your current savings can you afford to lose? Do you consider yourself a saver or an investor? Are you concerned that you will outlive your money? Did you know there is a cash accumulation account with insurance companies that is guaranteed and offers up to 10% bonus on your principal deposit?

14Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Tax Free Retirement How much of your hard earned retirement will be taxed in your current investments? If I could show you a way to re-allocate these funds into a tax free accumulation account with upside potential and no downside risk would you be interested? Would you want to access your money tax free?

15Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Final Questions Do you feel good about taking care of your family today for ________ per month? Anything you can think of that would prevent you from keeping this payment going? I will call in a couple of days to answer any questions you might have. I will personally meet with you to open up and review your policy with you when it is approved. Any questions?

16Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Final Questions Do you know someone who may be interested in making an extra $500 a week helping families do what I just did for you? My manager is hiring motivated, intelligent, people in this area, how can he contact them?

17Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 17Version 4.0 Agent Resources

18Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Carriers This slide for Agent Use Only.

19Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. Product Grid Refer to mobile version on NAAU Educational Resources: Advanced Resources