corporate overview entry level licensed agent
DESCRIPTION
TAG Meeting OverviewTRANSCRIPT
For Agent Only. Not for public distribution
Focused on YOU … Focused on RESULTS!
For Agent Only. Not for public distribution
Who Is The Assurance Group?
Founded in 1988.
One of the largest insurance marketing
organizations in the U.S.
Over 700,000 clients.
Over $2 Billion in sales.
100+ employees dedicated to your
success!
For Agent Only. Not for public distribution
For Agent Only. Not for public distribution
INTEGRITY - We will always be consistent in our actions, values, methods,
principles, expectations and outcomes.
RESPECT - We will always give due respect to others in order to foster an
environment of teamwork and growth.
APPRECIATION - We will always be grateful, humble and gracious toward those
that allow us the opportunity for personal, professional and financial growth.
OWNERSHIP - We will always take ownership in, and responsibility for, the
success of our co-workers, our agents and our company.
EXCELLENCE - We will always strive for perfection knowing that if we only
achieve excellence it will have been a worthwhile journey.
COMPLIANCE - We will always obey any and all laws and regulations governing
our industry for the express purpose of guaranteeing the protection of our clients,
our agents and our company.
TAG’s Core Principles
For Agent Only. Not for public distribution
TAG’s Competitive Advantages
Independent: TAG is a debt free company.
Exclusive, 100% financed leads.
Fully staffed contracting, technology, commission accounting and agent support staffs.
Proprietary agency management tool – TAG’s web portal.
Training and agent development programs. Management opportunity.
Leadership: talent and experience to help you
grow.
For Agent Only. Not for public distribution
The Assurance Group
• SENIOR MARKET Wealthiest Segment
Fastest Growing Market
10,000 New Seniors Daily!
That’s 3.6 Million annually for next
19 years
Majority in Need of Help
Many Day Time Appointments
• PRODUCTS Medicare Supplement &
Medicare Advantage
Senior Life / Final Expense
Annuities
Long & Short Term Care
Supplemental Health
For Agent Only. Not for public distribution
Where We’re Headed
• Growing national career organization.
• Developing and selling proprietary products.
• Planning our own life insurance company.
For Agent Only. Not for public distribution
Specializing In The Senior Market
Our agents offer the best product to fit each
individual customer’s needs from a vast selection of
companies including these and many more:
For Agent Only. Not for public distribution
Does It Often Feel Like This?
No System . . .
No Leads . . .
No Training . . .
No Interviews . . .
No Production . . .
No Income . . .
For Agent Only. Not for public distribution
Leads 2 Success: TAG’s “Sister” Company
TAG has invested in a state-of-the-art lead production facility to ensure a continual supply of leads.
Others may talk about leads . . .
•Annual mailing
capacity of over
100 million pieces.
•Full print and mail
fulfillment services.
•Virtual order and
tracking system.
• $4 million facility
investment.
For Agent Only. Not for public distribution
Direct Mail Leads - Scaled Rates for TAG agents
For Agent Only. Not for public distribution
Lead & Prospecting Systems
• Exclusive direct mail leads.
• Turning 65 lists.
• Referral programs.
• Neighbor reports.
• 2nd chance leads.
• Seminars.
• ASBA.
For Agent Only. Not for public distribution
Training & Agent Development
Extensive Training Program
that includes both product
and field training:
• One-on-One support.
• 24/7 On Demand Materials
• Agent Development:
Personal
Professional
Financial
• Ongoing Mentoring and
Training.
For Agent Only. Not for public distribution
How We Sell
• Set Appointment
• Uncover Needs
• Educate on Issues
• Present Solution
• Service Client
For Agent Only. Not for public distribution
TAG’s Confidential Needs Analysis
Fact Finding . . .
Additional Sales
Opportunities Are
Presented When
Serving All of The
Client’s Insurance
Needs.
For Agent Only. Not for public distribution
System for Success
Each Week: 12 - 15 Set Appointments
9 - 11 Fact Finding Interviews
6 - 9 Identify Need and Ask to Buy = 3 to 5 Sales per
week.
For Agent Only. Not for public distribution
Financial Opportunity
Product Type Avg. 1st Year
Commission
Avg. 2nd Year
Renewal
Final Expense
Life
$360 $30
Med Supp $150 $150
Medicare
Advantage
$300 $200
Long Term Care
Short Term Care
$900
$300
$175
$45
Annuity $1,500 $0
Average 1st Year Income $40,000 - $70,000
* Incomes are an estimate of what an average agent can make, Individual results may vary.
For Agent Only. Not for public distribution
Additional Financial Opportunities
Cross Sell on Delivery Potential Additional Sales
• Final Expense
• Medicare Supplement
• Life
• Long Term Care
• Annuity
• Catastrophic Plans
For Agent Only. Not for public distribution
Renewals
• Immediate renewals with no waiting period
for active agents.
– 9 month advance
– Remainder as earned on 10th-12th month.
– 13th month renewals as earned
For Agent Only. Not for public distribution
Vesting
• This is your business. Every application you and
your down line write is a brick in the foundation
for your future.
• After 5 active years you are 100% fully vested
and will receive renewals for every policy on the
books, even if you redirect your career.
For Agent Only. Not for public distribution
Your Efforts Are Rewarded!
• TAG’s Fast Start Program.
• Conventions and Trips.
• Monthly, quarterly & annual incentives.
• Recognition for efforts and achievements.
• Chairman’s Club.
For Agent Only. Not for public distribution
Management Opportunities
Management Development Program
• Regional Sales Director
• Regional Sales Manager
• Agency Director
• Division Manager
• Sales Manager
• Supervising Agent
For Agent Only. Not for public distribution
The Keys to Our Success
• Exploding Marketplace.
• True Client Need.
• Competitive Products.
• Ongoing Training &
Support.
• Commitment to
Individual Growth.
For Agent Only. Not for public distribution
• Coachable
• Willing to prospect
• Ethical
• Achievement oriented
• Disciplined
• Motivated
• Honest
• Persistent
• Hard working
• Entrepreneurial
• Ambitious
• Competitive
• Intelligent
• Driven
• Acting with Urgency
• Leaders
We Are Looking For Agents That Are…
For Agent Only. Not for public distribution
Turn Key – Entrepreneurial Opportunity
• Business plans laid out to shorten success
curve.
• Licensing
• Training
• Marketing
• Growing Your Business
• Securing Your Retirement
• Changing You and Your Families Lives.
For Agent Only. Not for public distribution
THANK YOU
FOR YOUR TIME TODAY!
www.assuregrp.com