Cavaliers Insurance Marketing Alliance Opportunities Overview
Cavaliers Insurance Marketing Alliance offers a platform for professional development in financial services, focusing on sales, management, and agency building opportunities. Their mission is to equip members with the skills for a successful career through a structured cycle of success leading to financial independence. The company provides a diverse product portfolio including pension plans, disability income, whole life, universal life, term life, accidental life, annuities, and more. With a competitive agency compensation system, Alliance Logo without 1 strives to support its members' growth and success.
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Career Opportunity 11/09/2018 Roberto H. Bruce, MS, CLU, ChFC, LUTCF Cavaliers Insurance Marketing Alliance Logo (without 1) Rights Reserved
Mission Cavaliers Insurance Marketing To provide our members with sales To provide our members with sales and management skills for the and management skills for the pursuit of a progressive, successful pursuit of a progressive, successful professional career in financial professional career in financial services. services. We believe that the key to long range agency success is in the professional development of our members. Alliance Logo (without 1) Rights Reserved
Cycle of Success Financial Independence RECRUIT SELL Marketing Structure Professional Development Alliance Logo (without 1) TRAIN Rights Reserved
Company vs. Products 1C 1C 1P MP 900 MC MC MPBROKER 899 1P Alliance Logo (without 1) 898 Rights Reserved
Alliance Logo (without 1) Agency Building Opportunity Rights Reserved Strong Companies Unique Products Ground Floor Opportunity Competitive Agency Compensation Vesting rights
Alliance Logo (without 1) Product/Plan Portfolio Rights Reserved PENSION PLANS Administration; Funding; Distribution/Rollover. DISABILITY INCOME (DI) Individual DI; Simplified DI; Graded DI; Business Overhead Expense. CRITICAL ILLNESS (CI) Fully Underwritten CI; Simplified CI. WHOLE LIFE (WL) Participating (Par) WL (Non-Med 250k, Med); Simplified Non-Par WL (Level, Graded, Modified); Single Premium Par WL. UNIVERSAL LIFE (UL) Lifetime Guaranteed UL; Cash Accumulation UL (Indexed UL, Traditional UL) Non-Med 250k, Med; Low Premium UL. TERM LIFE Guaranteed Premium Term (Non-Med 350k/250k, Med) w/ or w/o Return of Premium (ROP); Annual Renewable Term (ART) PS1 (Group Term Life), PS58 (Split Dollar) Tables. ACCIDENTAL LIFE. ANNUITIES Fixed, Indexed.
Agency Compensation System MANAGEMENT OVERRIDES PERSONAL PRODUCTION Executive Sales Dir (As GA, An SGA) 85%-110% $150,000 A.P. 16 RECRUITS Area Sales Manager (As GAII, An GA) 5% 80%-102 % $75,000 A.P. 10 RECRUITS 15% 10% District Manager (As Broker, An Agent) 70%-95% $45,000 A.P. 6 RECRUITS Unit Manager (As BrokerII, An Agent) 25% 20% 10% 60%-85% $25,000 A.P. 2 RECRUITS Associate (As Agent4, An Agent) 52%-85% $10,000 A.P. (ANNUALIZED PREMIUM) Alliance Logo (without 1) 33% 28% 18% 8% Rights Reserved
Personal Production $ 100 / month policy $ 100 X 12 = $1,200 X 50% __________ $600 __________ ROLLING TARGET on UL and Indexed UL Alliance Logo (without 1) Rights Reserved
PIONEER INSURANCE SERVICE EXCEL Alliance Logo (without 1) Rights Reserved
CHOICE? EMPLOYEE BUSINESS Alliance Logo (without 1) Rights Reserved
CLIENTS: WITH INSURANCE WITHOUTINSURANCE PRACTICALLY, EVERYBODY! Alliance Logo (without 1) Rights Reserved
Alliance Logo (without 1) CONVENTIONS 2012 Lisbon, Portugal 2013 Bermuda 2014 Rome, Italy 2015 Costa Rica 2016 Kahala, Oahu, Hawaii 2017 Dublin, Ireland 2018 Sydney, Australia $67,500 annualized qualified premium April to year end. Qualified agent and guest. Rights Reserved
Your Capital (In California; Check for other States) 1. Pre-Licensing Education (52 Hrs)- $78 2. Life & Health License Exam 50 3. Life & Health License (2 yrs) 170 4. Fingerprint 69 5. Business Cards 10 $377 Total Alliance Logo (without 1) Rights Reserved
3 TYPES OF PEOPLE 1. DON T KNOW WHAT HAPPENS 2. WATCH THINGS HAPPEN 3. MAKE THINGS HAPPEN Alliance Logo (without 1) Rights Reserved
A BROKERS CREED Cavaliers Insurance Marketing I hereby swear to abide with the philosophy based on the 3H of Conduct Honesty, Hardwork, and Help in my pursuit of a progressive, successful professional career in financial services. Alliance Logo (without 1) So Help Me God. Rights Reserved
