highest financial ratings moody, standards & poor, fitch, and a.m. best

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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. - PowerPoint PPT Presentation

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Page 1: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

                                                         

Page 2: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 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

Page 3: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 3

Page 4: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 4

Financial RepresentativeFinancial Representative

Independence

Income

Impact

Page 5: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 5

Internship ProgramInternship 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

Page 6: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 6

Benefits of InterningBenefits 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

Page 7: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 7

PROSPECTINGPROSPECTING

100% Referral basis

Networking Sources

10-3-1 ratio

Page 8: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 8

Page 9: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 9

Fastrack Basics

Fastrack Sales School

Fastrack Mentoring and Coaching

Fastrack Refresher School

Fastrack Academy

Fastrack Development SystemFastrack Development System

Page 10: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 10

Company Supported EducationCompany Supported Education

Chartered Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Page 11: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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Career Path OpportunitiesCareer 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

Page 12: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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Career Path OpportunitiesCareer Path Opportunities

Management– Management Candidate– College Unit Director– Field Director– Managing Director– Managing Partner

Page 13: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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15-01/Tillisch/Brand Case Study - 13

Interview Process: 4 StepsInterview Process: 4 Steps

Initial Interview

In-Depth Interview

Third Interview

Final Interview

Page 14: Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

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Income ProjectionIncome Projection