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Cavaliers Insurance Marketing - Progressive Financial Services Career Opportunity

Join Cavaliers Insurance Marketing to develop your sales and management skills, and pursue a successful career in financial services. We offer strong companies, unique products, and competitive compensation. Take advantage of this ground-floor opportunity!

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Cavaliers Insurance Marketing - Progressive Financial Services Career Opportunity

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  1. Rights Reserved Career Opportunity11/09/2018 Roberto H. Bruce, MS, CLU, ChFC, LUTCF Cavaliers Insurance Marketing

  2. Rights Reserved MissionCavaliers Insurance Marketing To provide our members with sales and management skills for the pursuit of a progressive, successful professional career in financial services. We believe that the key to long range agency success is in the professional development of our members.

  3. Financial Independence RECRUIT SELL Marketing Structure Professional Development Rights Reserved TRAIN Cycle of Success

  4. 1C 1C 1P MP MC MC Rights Reserved 1P MP Company vs. Products 900 BROKER 899 898

  5. Rights Reserved Agency Building Opportunity • Strong Companies • Unique Products • Ground Floor Opportunity • Competitive Agency Compensation • Vesting rights

  6. Rights Reserved Product/Plan Portfolio • PENSION PLANS – Administration; Funding; Distribution/Rollover.  • DISABILITY INCOME (DI) – Individual DI; Simplified DI; Graded DI; Business Overhead Expense.  • CRITICAL ILLNESS (CI) – Fully Underwritten CI; Simplified CI.  • WHOLE LIFE (WL) – Participating (Par) WL (Non-Med 250k, Med); Simplified Non-Par WL (Level, Graded, Modified); Single Premium Par WL.  • UNIVERSAL LIFE (UL) – Lifetime Guaranteed UL; Cash Accumulation UL (Indexed UL, Traditional UL) – Non-Med 250k, Med; Low Premium UL.  • TERM LIFE – Guaranteed Premium Term (Non-Med 350k/250k, Med) w/ or w/o Return of Premium (ROP); Annual Renewable Term (ART) – PS1 (Group Term Life), PS58 (Split Dollar) Tables.  • ACCIDENTAL LIFE.   • ANNUITIES – Fixed, Indexed.

  7. MANAGEMENTOVERRIDES PERSONALPRODUCTION Executive Sales Dir (As GA, An SGA) 85%-110% $150,000 A.P. 16 RECRUITS Area Sales Manager (As GAII, An GA) 5% 80%-102 %$75,000 A.P. 10 RECRUITS 15% 10% District Manager (As Broker, An Agent) 70%-95% $45,000 A.P. 6 RECRUITS 25% 20% 10% UnitManager (As BrokerII, An Agent) 60%-85% $25,000 A.P. 2 RECRUITS Rights Reserved Associate (As Agent4, An Agent) 52%-85%$10,000 A.P.(ANNUALIZED PREMIUM) 33% 28% 18% 8% Agency Compensation System

  8. X 50% __________ $600 __________ Rights Reserved Personal Production $ 100 / month policy $ 100 X 12 = $1,200 • ROLLING TARGET on UL and Indexed UL

  9. PIONEER INSURANCE SERVICE EXCEL Rights Reserved

  10. Rights Reserved CHOICE? • EMPLOYEE • BUSINESS

  11. Rights Reserved CLIENTS: • WITH INSURANCE • WITHOUTINSURANCE PRACTICALLY, EVERYBODY!

  12. Rights Reserved CONVENTIONS • 2012 – Lisbon, Portugal • 2013 – Bermuda   • 2014 – Rome, Italy • 2015 – Costa Rica • 2016 – Kahala, Oahu, Hawaii • 2017 – Dublin, Ireland • 2018 – Sydney, Australia • $67,500 annualized qualified premium April to year end. • Qualified agent and guest.

  13. Rights Reserved YourCapital(In California; Check for other States) • Pre-Licensing Education (52 Hrs)- $78 • Life & Health License Exam——— 50 • Life & Health License (2 yrs)—— 170 • Fingerprint ————————————— 69 • Business Cards —————————— 10 $377 Total

  14. Rights Reserved 3 TYPES OF PEOPLE • DON’TKNOW WHAT HAPPENS • WATCHTHINGS HAPPEN • MAKETHINGS HAPPEN

  15. Rights Reserved A BROKER’S CREEDCavaliers Insurance Marketing I hereby swear to abide with the philosophy based on the 3H of Conduct – Honesty, Hardwork, and Help – in my pursuit of a progressive, successful professional career in financial services. So Help Me God.

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