2. 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s Most Admired Company Fortune  Best Sales Force Sales & Marketing Management Magazine  Top Ten Internships Princeton Review  Most Respected Company Financial Times

3. 15-01/Tillisch/Brand Case Study - 3 3

4. 15-01/Tillisch/Brand Case Study - 4 4 Financial Representative  Independence  Income  Impact

5. 15-01/Tillisch/Brand Case Study - 5 5 Internship Program Of the top 100 Financial Representatives…  72 entered business at age of 25 or before  56 started right out of college  24 were college interns

6. 15-01/Tillisch/Brand Case Study - 6 6 Benefits of Interning  Success –1 out of 3 convert to full-time –#1 representative was a former intern –Leading college intern made over $54,000  Experience –Actual business experience –Develop networking and business relationship skills. –State licensed

7. 15-01/Tillisch/Brand Case Study - 7 7 PROSPECTING  100% Referral basis  Networking Sources  10-3-1 ratio

8. 15-01/Tillisch/Brand Case Study - 8 8

9. 15-01/Tillisch/Brand Case Study - 9 9  Fastrack Basics  Fastrack Sales School  Fastrack Mentoring and Coaching  Fastrack Refresher School  Fastrack Academy Fastrack Development System

10. 15-01/Tillisch/Brand Case Study - 10 10 Company Supported Education  Chartered Financial Planner (CFP)  Chartered Financial Consultant (ChFC)  Chartered Life Underwriter (CLU)

11. 15-01/Tillisch/Brand Case Study - 11 11 Career Path Opportunities  Financial Representative –General Practitioner  Specialist –Personal Planning Specialist –Business Planning Specialist –Estate Planning Specialist –Investment Specialist –Disability Income Specialist –Pension/Profit Sharing Specialist –Group Insurance Specialist

12. 15-01/Tillisch/Brand Case Study - 12 12 Career Path Opportunities  Management –Management Candidate –College Unit Director –Field Director –Managing Director –Managing Partner

13. 15-01/Tillisch/Brand Case Study - 13 13 Interview Process: 4 Steps  Initial Interview  In-Depth Interview  Third Interview  Final Interview

14. 15-01/Tillisch/Brand Case Study - 14 14 Income Projection