Fast Track to success - premier financial alliance

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This guide does not guarantee or promise anything. All examples used here are for illustrative
purpose only. Actual results may vary dramatically from examples used throughout this guide.
By following this guide you may or may not reach the illustrated results.
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Fast Track Outline
1)
2)
3)
4)
New Recruit Flow Chart
Our system - how do we find clients?
Why and how to get promoted?
Important things to do ASAP
You are here to build a business. We want you to make
money ASAP. The next 30 days is the MOST
IMPORTANT 30 days in your career!
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
3 training sales – JUST SET THE
APPOINTMENT
CFT
3 training
sales
YOU
(New Recruit)
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Terminology
• Recruit: a person who joins PFA
• Training Sale: a life insurance or annuity sale closed by a
Certified Field Trainer (CFT) with the presence of the recruit to
observe the sales process.
• Field Trained Recruit (FTR): a recruit who has successfully
finished minimum 3 training sales totaling 9,000 annual target
premium (ATP) points with his/her CFT.
• Licensed Field Trained Recruit (LFTR) – a licensed FTR.
• Certified Field Trainer (CFT) – a LFTR who has minimum 3
personal FTRs and closed minimum 5 supervised personal
sales.
• Supervised Personal Sale – A life insurance or annuity sale
closed by a LFTR with the presence and supervision of a CFT
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
5 Supervised Sales
YOU do the presentation together
with a Certified Field Trainer
CFT
Knowledge &
Confidence &
Field-Training
YOU
(LFTR)
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
How to Get Promoted
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Quantum Growth Promotion Guideline
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
New Recruit Flow Chart
New
Recruit
Attend Fast Start
Finish Your Training
Sales
3/3/30 to 45% or
5/5/30 to 55% or
3 Training Sales totaling minimum
9,000 ATP
FTR
LFTR,
get $750 reimbursed from CFT if joined
as non-licensed new recruit & stay
unlicensed after 3 training sales
LFTR
CFT
Recruit & Refer
Recruit & Train
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
1) Register for the mandatory training and start
your licensing process ASAP
a)
b)
c)
d)
e)
f)
*
**
Study the Virginia Life Insurance Book
Criminal Background check - $15
Pass your Life Insurance Exam - $58
Get $750 reimbursement from Trainer
Purchase E&O Insurance
Get appointed with the provider companies
Cost varies from state to state. Some states have no pre-licensing
requirements. Visit www.examsimulator.com for different states
An associate is considered trained & certified when minimum 3 personal
recruits and 3 training sales with the trainer are completed
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
2) Purchase the 1-on-1 Financial Opportunity Seminar
flip chart, the P2P Manual, and the Tax Free
Retirement book, ASAP.
1-on-1 Flip Chart
P2P Manual
TFR Book
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
3) Attend all in-class training meetings and always
be early
•
•
Wed nights @ 7:00PM*
Saturday mornings @ 9:30AM*
* Schedule is different from team to team. Please check with your
Director
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
4) Setup a product training with your CFT ASAP and
become a client
5) Get trained and become a LFTR ASAP *

*
Finish 3 training sales (minimum 9,000
points) with a CFT
Every PFA associate must be field-trained. This is the minimum requirement
to become successful.
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
7) Complete the Prospect List
– Create a list of at least 25 names and phone numbers
of the people you know and acquaint with.
– Target quality prospects – mature, stable job, married,
unsatisfied, and ambitious.
– Qualify people, but don’t prejudge them.
– Avoid the scenario of disaster
– Make a copy of the prospect list and give it to your
direct QFD (Qualified Field Director) immediately after
fast track
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Important Things to Do ASAP
8) Begin inviting quality people the next
Financial Opportunity Seminar (FOS)
immediately
– Warm market – Run the Play using the 1-on-1 flip
chart or Use the Opinion Approach
– Acquaintance – Run the Play or Direct Approach
– Cold market – Family, Occupation, Recreation,
Message. (FORM), then present the opportunity
(Sandwich Method Approach). Run the Play after
rapport is built
– Master running the Play using the 1-on-1 flip chart
– Use the TFR book for high net-worth clients only
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
Convention
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.
In Summary
Summary – Next Steps
1.
2.
3.
4.
5.
Come to the meetings
Invite people to the meetings
Setup appointments with potential clients
Get Licensed
Attend the Convention
This guide does not guarantee or promise anything. All examples used here are for illustrative purpose only. Actual results may vary
dramatically from examples used throughout this guide. By following this guide you may or may not reach the illustrated results.

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