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

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

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

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 4 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

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 5 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

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 6 Why Is This Important? Most people request information for 1 of 4 reasons:  They don’t have protection.  They need more protection.  They want to leave money behind for a loved one.  An estate could be in probate for quite some time causing lifestyle changes... Why did you send this in?  To alleviate financial burden?  To replace loss of income?

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 7 What Is Final Expense? A funeral and all it’s expenses can easily total over $12,000 Final expense is coverage that alleviates the financial burden placed on loved ones after the death of a family member. The coverage is permanent. If you qualify, your rate never increases and your benefits never decrease. If, for some reason, you were to miss a payment this coverage contains a cash accumulating account that can temporarily cover missed payments.

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 8 What Happens Next 1. You will pick the option that best fits you and your family’s needs. 2. We will fill out the application form and submit the offer the carrier that best fits your families needs. 3. Sound good?

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 9 Your Quote Basic Preferred Premier Benefits Monthly Payment

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

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

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 12 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 __________________

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 13 Safe Money How much of your current retirement 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?

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 14 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?

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 15 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?

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 16 Version 4.0 Agent Resources

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 17 Carriers This slide for Agent Use Only.

Version 4.0 © National Agents Alliance. Any duplication or alteration of this presentation without written consent of National Agents Alliance is strictly prohibited. 18 Product Grid Refer to mobile version on NAAU Educational Resources: Advanced Resources