Onboarding Class II

Welcome to Orientation Class — Part II. This session builds on the foundation from Class I and focuses on what you need to accomplish in your first 60 days, the franchise model, team building, and your fast-start goals.

A reminder — Awkward (1st 30 days), Mechanical (2nd 30 days), Natural (3rd 30 days). This is completely normal anytime you start something new. Trust the process.

'The money you make should always be a byproduct of the families you help and the person you become in the process.' — This is the core philosophy that drives everything we do at Global Financial Impact.

GFI is the only company where you can achieve all four at the same time: Time — build a business that works when you are not there. Money — uncapped income that grows with your value. Ownership — you are building YOUR agency. Fulfillment — helping families change their financial futures.

The 5 F's — Faith, Family, Finance, Fitness, and Fun. This is more than business. We want to help you grow in all five areas of life.

We keep it simple. There are only 5 things you need to master: 1) Agent Onboarding Process — the journey you are on now. 2) Our System — proven process for running appointments. 3) Client Presentation — how to present solutions. 4) 3 Skills — People Skills, Sales Skills, Leadership. 5) Our 5 Main Products. We will help you every step of the way.

The core products: IUL (Tax-Free Retirement), Term Life with Living Benefits, Final Expense ('Bridge Money Before Big Money'), Million Dollar Baby IUL (Child's Future / Debt Avoidance), and Fixed Indexed Annuity (Wealth Protection, Accumulation, Income For Life).

Job: Paid more than your value at the start, but as value increases, pay does not. Your value = cost to the company. GFI: Little to no profit at the beginning, but as value increases, so does your pay. Your value starts at $0 (until licensed) — then grows without limit.

McDonald's: Focuses on distribution outlets, simple duplicatable system, in the distribution business — avg. cost $1.5M. GFI Agency Owner: Focuses on licensed distribution outlets and training new owners, simple duplicatable system, in the distribution of financial services — total cost $199. Without the franchise costs.

Could you run a McDonald's on your own? You need a team. Would you want to run your agency alone? Or would you rather have a team to help you? Together we can accomplish more than any individual.

Points = Annual Life Premium or Annuity Premium × Conversion Rate. EMD Personal: 5,000 pts/week × 85% = $221,000/year. Agency (10 agents at 5,000/week): 2,600,000 pts/year × 35% = $910,000/year. Total combined: $1,131,000/year.

Four goals to focus on: 1) Earn your Senior Associate Promotion — 10% pay raise. 2) Become fully licensed and appointed. 3) Complete your field training process — learn to help clients. 4) Make your 1st $10,000 — let the cash flow begin. Stay focused on these four and everything else falls into place. Let's get you off to a fast start!

You now have the full picture — the opportunity, the system, the compensation, and your action plan. Go back and review any section as needed. Your next step is to get licensed and start helping families.