United Independent Wholesale Insurance Network

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(No Transcript)
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• WELCOME !
• Meeting Objective Opportunity Overview (Brief
  30 Minutes)
• Please Hold Questions QA at the End (15
  Minutes)
• Slides are Numbered - Please Take Notes by Page
  
• Please Mute Your Phone- 6 (To Avoid Background
  Noise)
• Please Scroll Down as we Change Pages

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• ABOUT U and IWIN
• HERITAGE OF SUCCESS!
• Member of the CLA Family of Companies
• Charles A Loper Jr. Founder and CEO CLA-USA
• Corporate Headquarters Dallas, Texas
• Group of 11 Diversified Companies
• 24 Offices Nationwide
• 500 Employees
• 400 Million in Annual Sales Zero Debt

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• Traditional Insurance Brokerage
• National Network of Independent Insurance
  Agents
• Agents are Independent Business OwnersNot
  Captive
• Represent Nationally Known Insurance
  Companies
• Market Off the Shelf-Non Proprietary
  Insurance Products
• Provide Valued Added Marketing and Admin
  Support
• What Makes UandIWIN Different?
• A Unique and Highly Leveraged Compensation Plan

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Major Insurance Companies
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• American General A

John Hancock A
Transamerica A
Fidelity Guaranty A
American Investors A
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• Personal Business Products
• Traditional Term Life Insurance
• Term Life With 100 Return of Premium
• Comprehensive Major/Medical
• HSAs (Health Savings Accounts)
• All Contracts are Direct Fully Vested

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• Senior Market Products
• Long Term Care
• Medicare Supplements
• Final Expense Life
• Single Premium Life
• Single Premium Fixed Annuities
• All Contracts are Direct Fully Vested

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• 2 Basic Ways to Make Money
• Make Money
• Sponsoring Other Agents
• Make Money
• Commissions on Personal Sales

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• (Part 1) Personal Production
• 1st Year Commission on Term ROP 65
• Everyone Receives the Same Commission Level
• Up to 55 in Additional Bonuses
• Commissions are Paid Directly by the Company
• Renewal Commissions are Vested Immediately
• Advances Available on 1st Year Commissions
• No Production Quota

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• (Part 1) Personal Production
• 2004 Quick Start Bonus
• Bonus is Paid Monthly Based on
  Previous Months Issued and Paid Volume
• 2,500 A/V per Month 250.00 Cash
• 5,000 A/V per Month 500.00
  Cash
• 7,500 A/V per Month 750.00
  Cash
• 10,000 A/V per Month 1,000.00 Cash

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• (Part 1) Personal Production Illustration
  Only
• 2500 Per Week A/V (Only 2 Term
  Apps per Week!)
• 4 Weeks
  per Month
• 10,000 A/V per Month
  
• .65
  Commission for Term ROP
• 6,500 1st Year
  Commission (Advances Available or As Earned)
• 1,000 2004 Quick
  Start Bonus (1,000 Cash per 10K)
• 800 Personal Production Volume
  Bonus (8 on 10KSee Slide 10)
• 8,300 Per Month or 83
  Commission Bonuses
• This Doesnt Count Income From Sponsoring
  Other Agents!

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You
Compensation Summary -Personal
Production ( 2500 x .65)
1,625.00 -Pers Prod Org Bonus ( 2500
x 8) 200.00 -Pers
Prod - 2004 Quick Start Bonus
250.00 Total on
Personal Production
2,075.00 -Leg 1 (2,500 AV x 8
200.00 -Leg 2
(2,500 AV x 8
200.00 -Leg 3 (2,500 AV x 8

200.00 -2004 Quick Start Org Bonus (3 Legs
_at_ 2500) 750.00
Total Comp from Sponsored Agents
1,350.00 Total Combined
Monthly Compensation 3,425.00
137 Personal Commission Equivalent
2,500
2,500
2,500
2,500
Leg 3
Leg 2
Leg 1
Total Monthly Volume 10,000
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• Compensation Summary
• -Personal Production ( 5000 x .65)
  3,250.00
• -Pers Prod Org Bonus ( 5000 x 12)
  600.00
• -Pers Prod - 2004 Quick Start Bonus
  500.00
• Total on Personal
  Production 4,350.00
• -Leg 1 (5,000 AV x 8) (12 Gross 4)
  400.00
• -Leg 2 (5,000 AV x 8) (12 Gross 4)
  400.00
• -Leg 3 (5,000 AV x 8) (12 Gross 4)
  400.00
• -2004 Quick Start Org Bonus (3 Legs _at_ 5,000)
  1,500.00
• Total Comp from Sponsored
  Agents 2,700.00
• Total Combined Monthly
  Compensation 7,050.00
• 141 Personal Commission Equivalent

You
5,000
5,000
5,000
5,000
Leg 1
Leg 2
Leg 3
Total Monthly Volume 20,000
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5,000
Only 2 Levels Deep! Total Group A/V 65,000 -
13 Agents
You
5,000
Leg 2
5,000
5,000
Leg 1
Leg 3
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
Leg 1 - AV 20,000
Leg 2 - AV 20,000
Leg 3 - AV 20,000
Your Compensation Summary -Personal Production
( 5,000 x .65)
3,250.00 -Pers Prod Org Bonus (5,000
x 16)
800.00 -Pers Prod - 2004 Quick Start Bonus
500.00
Total Monthly Comp from
Personal Production
4,550.00 -Leg 1 - 20,000 AV x 4 Net (16
Gross-12 to Leg) 800.00 -Leg 2 -
20,000 AV x 4 Net (16 Gross-12 to Leg)
800.00 -Leg 3 - 20,000 AV x 4 Net
(16 Gross-12 to Leg)
800.00 -2004 Quick Start Org Bonus (3 Legs _at_
5000) 1,500.00
Total Monthly Comp
from Sponsored Agents
3,900.00
Total Combined
Monthly Compensation
8,450.00 169 Personal Commission
Equivalent (8,450 Total Comp / 5,000 Personal
A/V)
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• (Part 2) Organization Volume Bonus

• Based On The
• Total Volume
• of Your Organization
• Up to 40
• Additional Bonus on Your
• Total Organizational Volume
• Product Weighted
• (Term ROP 100 Weight)

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• (Part 2) Organization Volume Bonus
• This Bonus is Paid on Volume 10 Agent Levels
  Deep
• This Bonus is Paid On Volume From All Approved
  Products
• This Bonus is Paid On Volume From All Approved
  States
• Non-Resident Licensing Required in 8 States for
  Bonuses
• No Production Quotas to Receive This Bonus

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• (Part 2) Organizational Volume Bonus
• 2004 Quick Start Bonus for Organizational
  Development
• Monthly Cash Bonus Paid on the
  Previous Months Issued and Paid Organizational
  Volume
• (1) At Least 2 Legs Writing at least
  625 A/V each per Month 62.50 each or
  125.00
• 10 Legs
  625.00 - UP FRONT CASH per Month to YOU
  !!!
• (2) At Least 2 Legs -Writing at least 1,250
  A/V each per Month 125.00 each or 250.00
• 10 Legs
  1,250.00 - UP FRONT CASH per Month to YOU!!!
• (3) At Least 2 Legs - Writing at least 2,500
  A/V each per Month 250.00 each or 500.00
  
• 10 Legs
  2,500.00 - UP FRONT CASH per Month to YOU!!!
• (4) At Least 2 Legs -Writing at least
  5,000 A/V Each per Month 500.00 each or
  1,000.00
• 10 Legs 5,000.00 - UP
  FRONT CASH per Month to YOU!!!

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• 15 Additional Bonus for
• Top Recruiters Trainers!
• 2 Upper Level Bonuses
• (1) BreakAway Protection Bonus 6
• (2) Structural Development Bonus 9
• 
  
  

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• Compensation Summary
• -Personal Production ( 5000 x .65)
  3,250.00
• -Pers Prod Org Bonus ( 5000 x 12)
  600.00
• -Pers Prod - 2004 Quick Start Bonus
  500.00
• Total on Personal
  Production 4,350.00
• -Leg 1 (5,000 AV x 8) (12 Gross 4)
  400.00
• -Leg 2 (5,000 AV x 8) (12 Gross 4)
  400.00
• -Leg 3 (5,000 AV x 8) (12 Gross 4)
  400.00
• -2004 Quick Start Org Bonus (3 Legs _at_ 5,000)
  1,500.00
• Total Comp from Sponsored
  Agents 2,700.00
• Total Combined Monthly
  Compensation 7,050.00
• 141 Personal Commission Equivalent

You
5,000
5,000
5,000
5,000
Leg 1
Leg 2
Leg 3
Total Monthly Volume 20,000
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5,000
Only 2 Levels Deep! Total Group A/V 65,000 -
13 Agents
You
5,000
Leg 2
5,000
5,000
Leg 1
Leg 3
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
5,000
Leg 1 - AV 20,000
Leg 2 - AV 20,000
Leg 3 - AV 20,000
Your Compensation Summary -Personal Production
( 5,000 x .65)
3,250.00 -Pers Prod Org Bonus (5,000
x 16)
800.00 -Pers Prod - 2004 Quick Start Bonus
500.00
Total Monthly Comp from
Personal Production
4,550.00 -Leg 1 - 20,000 AV x 4 Net (16
Gross-12 to Leg) 800.00 -Leg 2 -
20,000 AV x 4 Net (16 Gross-12 to Leg)
800.00 -Leg 3 - 20,000 AV x 4 Net
(16 Gross-12 to Leg)
800.00 -2004 Quick Start Org Bonus (3 Legs _at_
5000) 1,500.00
Total Monthly Comp
from Sponsored Agents
3,900.00
Total Combined
Monthly Compensation
8,450.00 169 Personal Commission
Equivalent (8,450 Total Comp / 5,000 Personal
A/V)
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Sales Tools / Strategies
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• Presentations Scripts
• Turn-Key Mailings Tele-Marketing Leads

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Recruiting Tools / Strategies
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• - Presentations Scripts
• - Web Site Newsletters
• - Direct Mail Ads Handouts
• - Computer Web-inar Training
• - Live Training Systems
• - National Training and Support

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Sales and Recruiting Briefcase

• Monogram Briefcase
• Sales Presentation Book
• Recruiting Presentation
• Presentation Compact Disk
• 50 Recruiting Postcards
• 50 Prospecting Postcards
• Contracting Documents

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• Whats the Next Step?
• Get Signed Up Today!
• No Cost to JoinNo DuesNo Quotas
• Go to the Website (UandIWIN.com) - Download
  Contracts
• Sign Up with one of our Insurance Companies
• Register to Attend Next Step Training
• ThenMake a List of Every Agent You Know
  
• and Call Them Before Somebody Else Does!