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.

The SEAL TeamFast TrackTo Success

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) New Recruit Flow Chart2) Our system - how do we find

clients?3) Why and how to get promoted? 4) 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.

YOU (New

Recruit)

CFT

3 training sales – JUST SET THE APPOINTMENT

3 training

sales

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.

YOU (LFTR)

CFT

5 Supervised SalesYOU do the presentation together with a Certified

Field Trainer

Knowledge & Confidence &

Field-Training

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 ChartNew

Recruit

Attend Fast Start

Finish Your Training Sales

3/3/30 to 45% or5/5/30 to 55% or

3 Training Sales totaling minimum 9,000 ATP

CFTRecruit & Train

LFTRRecruit & Refer

LFTR,get $750 reimbursed from CFT if

joined as non-licensed new recruit & stay unlicensed after 3 training

sales

FTR

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 ASAP1) Register for the mandatory training and

start your licensing process ASAPa) Study the Virginia Life Insurance Bookb) Criminal Background check - $15c) Pass your Life Insurance Exam - $58d) Get $750 reimbursement from Trainere) Purchase E&O Insurancef) 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 ASAP2) 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

TFR BookP2P Manual

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 ASAP3) 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 SummarySummary – Next Steps

1. Come to the meetings2. Invite people to the meetings3. Setup appointments with potential

clients4. Get Licensed5. Attend the Convention