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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

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

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OUR VISION To create an organization, that simplifies an outdated industry, and to create an unlimited opportunity for growth.

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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

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FINANCIAL STRATEGIES

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

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TECHNOLOGY

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HIGH TECH & HIGH TOUCH

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HIGH TOUCH People are our most important asset Alex Batlle, CEO

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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

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

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

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

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

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

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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

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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

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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!!!

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INCENTIVES

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

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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!

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