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CREATING YOUR OWN
TARGET FOR SUCCESS!
1. What is your Why?______________________________________________________________________________________________________________________________________________________________________________
2. What type of income are you looking for? Why?______________________________________________________________________________________________________________________________________________________________________________
3. How much time are you willing to devote to your business?______________________________________________________________________________________________________________________________________________________________________________
4. Will you allow us to coach youto help you achieve your goals?
YES NO
5. Do you want STRONGleadership or WEAK leadership?
STRONG WEAK
WHAT MOTIVATES YOU?
1.
2.
3.
4.
5.
REASONS TO PURSUE
SUCCESS
Welcome to NLFA. We want to get to know you and put you on your personal plan to success! Let’s fill this out together.
CREATING YOUR OWN
TARGET FOR SUCCESS!30-60-90 Day Goals________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
6 Months – 1 Year Goals________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
MY CONTRACT WITH MY FUTUREI, ____________________, make the following decision and in order to ensure a secure future for myself and my family through building a successful business, I make the following commitments. I Promise to: Initials
1. Listen to my coach2. Devote at least ____ hours a week to building my business3. Take track of, and monitor my business results4. Attend weekly training events
Signature:___________________________ Date: _________
How will I reward myself as a result of achieving my goals?________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
1. Complete Personal Plan
2. Complete Top 100 List
3. Complete 3 Field TrainingPresentations
New Associate:_____________________________________________
Start Date: ____________ Completed: ___________
Trainer: __________________________ Date:_________________
10 Day Sprint Award
1. ________________________ ____________
2. ________________________ ____________
3. ________________________ ____________
Your Field Training Appointments
Name
Name
DateName
Date
Date
Education, Licensing & Training Expense Reimbursement Program for Unlicensed Agents
Requirements to successfully complete the (ELT):
□ Recruit THREE (3) direct personal team members □ Complete THREE (3) field training sales, in which you observe but do not participate in any
□ 1st - Training Sale □ 2nd - Training Sale □ 3rd - Training Sale
□ Complete all required state pre-licensing requirements. □ Pass the required state insurance licensing examination(s) for Life, Accident & Health (L,
May not be available in all states. Check with your local Insurance Division
Licensing, & Training Expense Reimbursement Program (ELT) is available to licensed
A&H) or Life (L) only if State permits. □ Complete Orientation Training. □ Get appointed with preferred providers.
manner. Note: The minimum point requirement 12,500 points.
3 Direct Team Members Code # Sprint Date
Trainee Name Code # Signature Date
Assigned Trainer Name Code # Signature Date
Vice President Name Code # Signature Date
*New Life Financial Alliance is not responsible for any amount of the reimbursement.
contracted agents along with certain requirements that must be met in order to qualify. This agreement is between the new agent and the responsible training VP co-signing below.
Upon successful completion of the (ELT), your upline Vice President guarantees an education,
licensing, and training reimbursement of $1,000.
Education, Licensing & Training Expense Reimbursement Program for Unlicensed Agents
Reimbursement Calculation Example
o If any Associate other than the Recruiting Agent is designated as a Trainer, the Recruiting
Agent and the Trainer share the compensation as follows. If the Recruiting Agent is
"Unlicensed" the compensation will be shared with the next upline Licensed Agent.
Ex: The Trainer is at 60% and will earn 75% of the commission payout.
60% of $6,000 equals $3,600 of which the Trainer will earn $2,700.
o Recruiting Agent
Will assist in providing support if needed,
Will communicate with the Trainer for progress
Will assist in field building and recruiting the trainee’s team
Will be present at training meetings.
The Recruiting Agent will earn 25% of the commission payout based on his/her
level.
Ex: The Recruiting Agent is at 40% and will earn 25% of the commission
payout.
40% of $6,000 equals $2,400 of which the licensed recruiting agent will earn
$600.
o VP Upline
The VP is ultimately responsible for making the Trainee whole.
Assigning and match up of trainer with trainee
Monitor the training process and progress.
In the event that the Trainer does not fulfill the obligation of the ELT, The VP will be
sure that the training is completed properly and all reimbursements are made.
o The Trainer
Will assist in setting up appointments or meetings,
Will do all presentations with appropriate Fact Finder,
Will complete all proposals
Will assist in field building and recruiting the trainee’s team
Will complete all applications and
Will deliver all policies.
The Trainer is responsible for the ELT ($1,000) paid to the "New Licensed
Agent" The Trainer will earn 75% of the commission payout based on his/her
level.
Promotion Levels Compensation Levels Qualifications
RMRegional Manager
RVPRegional Vice President 70%
Position Target Date Date Completed
REP
District Manager
Regional Manager
RVP
When do you want to accomplish this by?
Join NLFA50%
55%
60%
65%
ULTIMATE
MULTI-PAY SYSTEM
RepTraining Representative
DMDistrict Manager
DVMDistrict Manager
Complete 6,000 points
3 Direct DM Legs
Complete 20,000 AV Points &
Complete 30,000 AV Points in 90 Days
& 3 Direct DVM’s
Complete 60,000 AV Points in 90 Days
3 Direct RM Legs
The members of your own family:• Father and Mother
• Father-In-Law/Mother-In-Law
• Grandparents
• Children
• Brothers & Sisters
• Aunts & Uncles
• Nieces & Nephews
• Cousins
List you already have:• Current address book/online
contact manager
• Email addresses list
• Cell phone contacts
• Holidays cards list
• Wedding invite list
• Child’s birthday invitee list
• Business cards list
• Social media:
- Plaxo
- Skype
-Other
Your closest friends and those whom
you associate regularly:• Friends & Neighbors
• People you work with
• Church members
• Hobby buddies:
- Camping friends
- Dancing class associates
- Drawing class
- Fantasy Football league
friends
- Fishing buddies
- Hunting friends
- Karate class buddies
- Singing class
- Sculpting
- Woodworking friends
- Workout friends
• People with whom you play:
- Bowling
- Football
- Golf
- Racquetball
- Tennis
- Volleyball
- Any other game
Those you do business with:• Auto mechanic
• Accountant
• Banker
• Babysitter/Child care provider
• Car dealer
• Dentist (your kids too)
• Doctor (your kids too)
• Dry cleaner
• Grocer/Gas station attendant
• Hair stylist/barber
• Housekeeper
• Insurance agent
• Lawyer
• Merchants
• Pharmacist
• Real Estate Agent
• Travel Agent
Who are my …?• Architect
• Associations members
• Bus driver
• Butcher/Baker
• Computer Tech
• Children’s friends parents
• Chiropractor
• Club members
• Delivery person
• FedEx/UPS Driver
• Fireman
• Florist
• Jeweler
• Leasing Agent
• Mailman
• Minister/Pastor & their wife
• Pet Groomer
• Photographer
• Police
• Property Manager
• Sports Team members (your kids too
& their parents)
• Tailor
• Veterinarian
• Waitresses/Waiter (my favorite)
• Water Supplier
memory Jogger
This easy memory Jogger will help you create your initial list of key friends, business contacts and others to share your
product or opportunity with, so you can kick-start your NM business.
Those you have been associated
with in the past:
• Former Coach
• Former Co-workers
• Former Roommates
• Former Teacher
• People in your Home Town
• Previous Neighbors
• Military Cohorts
• Retired Co-workers
• Schoolmates
• Was Your Boss
Who Sold me my …
• Air conditioner
• Boat
• Business cards
• Camper
• Car/Truck
• Computer
• Cell phone
• Dishwasher/Laundry machine
• Equipment/Supplies
• Fishing license
• Furniture
• Glasses/Contacts
• House
• Hunting license
• Refrigerator
• Tires and Auto parts
• TV/Stereo
• Vacuum cleaner
• Wedding items
I know individuals who:
• Are Actively looking for
part-time job
• Are Ambitious
• Are Enthusiastic
• Are Entrepreneurial
• Are Caring People
• Are Champions
• Are Fun & Friendly
• Are Fund -Raisers
• Are Goal Oriented
• Are Natural Leaders
• Are Organized
• Are Positive Thinking
• Are Self-Motivated
• Are Single Mom/Dad
• Are Team Players
• Are Your Children’s
Friends Parents
• May be interested in your product
or service?
• Don’t like their Job
• Has Been in Network Marketing
• Has Character & Integrity
• Has Children in College
• Has Computer & Internet skills
• Has Dangerous Job
• Has Desire & Drive
• Has a Great Smile
• Has to Pay down their Credit
Card Debt
• Has Public Speaking skills
• Just Got Married
• Just Graduated
• Just Had a Baby
• Just Quit their Job or is Out of
Work
• Love a Challenge
• Love to Learn New Things
• Want to Help their Spouse
Retire Early
• Want to Make More Money
• Want More Time with their
Families
• Want to Work for Themselves
• Who Attends Self–Improvement
Seminars
• Who Bought New Home/Car
• Who Enjoys being around High
Energy people
• Who Needs a New Car/Home
• Who Reads Self-Development
Books/ Books on Success
• Who You Like the Most
• Who You’ve met while on Vacation
Who You’ve met on the Plane
Who Your Friends Know
Who Wants Freedom
Who Wants to Go on Vacation
Who Works Too Hard
Who Works at Night/Weekends
I know Someone Who Is …
• Accountant
• Actor
• Advertiser
• Architect
• Airline Attendant
• Alarm Systems Agent
• Army Officer
• Acupuncturist
• Baker
• Banking Professional
• Barber
• Baseball Player
• Basketball Player
• Beauty Salon worker
• Broker
• Builder
• Cable TV provider
• Camper
• Chiropractor
• Consultant
• Computer Engineer
• Cook
• Dancer/Dance Teacher
• Dentist
• Dermatologist
• Designer
• Driver Bus/Cab/Truck
• DJ
• Doctor
• Dry Cleaner
• Education Professional
• Electrician
• Engineer
• Entertainer
• Environmental Scientist
• Farmer
• Film Industry Professional
• Fireman
• Fitness Instructor
• Florist
• Food Services associate
• Football Player
• Fundraiser
• Furniture Salesman
• Gardener
• Geologist
• Golfer
• Government worker
• Graphic Artist
• Gymnast
• Hairdresser
• Handyperson
• Health Practitioner
• Hiker
• Hospital staff
• Human Resources staff
• Insurance Agent
• Internet provider
• Interior Decorator
• Investor
• Jeweler
• Karate Master/Classmate
• Kickboxing Master/Classmate
• Kitchen Renovator
• Lawyer
• Leasing Manager
• Lab Technician
• Loan Officer
• Lifeguard
• Makeup Artist
• Manager
• Manicurist
• Massage Therapist
• Mechanic
• Medical Professional
• Midwife
• Minister
• Mortgage Broker
• Music Teacher
• Musician
• Navy Officer
• Nonprofit Organization Associate
• Nurse
• Nutritionist
• Office Manager
• Optometrist
• Orthodontist
• Painter
• Party Planner
• Pediatrician
• Personal Trainer
• Pet Care Professional/Veterinarian
• Pharmacist
• Photographer
• Physical Therapist
• Piano Teacher
• Publisher
• Police Officer
• Postal worker
• Promoter
• Property Manager
• Public Relations Professional
• Psychiatrist
• Psychologist
• Radio worker
• Recreation Therapist
• Railroad worker
• Realtor
• Rental Office agent
• Recruiter
• Rehabilitation Specialist
• Reporter
• Repairman
• Restaurant Owner/Manager
• Salesman
• Scientist
• Shoe repair people
• Satellite Provider
• Singer
• Skater
• Skier
• Skin Care Consultant
• Social worker
• Software Engineer
• SPA worker
• Swimmer
• Sport Team classmates
• Tailor
• Tanning Salon worker
• Teacher
• Telecommunications worker
• Tennis Instructor
• Therapist
The UlTimaTe memory Jogger | Page 8
• Trade worker
• Trainer
• Travel Agent
• Tutor
• Valet Attendant
• Veteran
• Volunteer
• Waiter/Waitress
• Web Designer
• Writer
• Yoga Instructor/Classmates
Who lives in a Different City?
Who Do you Know from a
different State?
• Alabama
• Alaska
• Arizona
• Arkansas
• California
• Colorado
• Connecticut
• Delaware
• Florida
• Georgia
• Hawaii
• Idaho
• Illinois
• Indiana
• Iowa
• Kansas
• Kentucky
• Louisiana
• Maine
• Maryland
• Massachusetts
• Michigan
• Minnesota
• Mississippi
• Missouri
• Montana
• Nebraska
• Nevada
• New Hampshire
• New Jersey
• New Mexico
• New York
• North Carolina
• North Dakota
• Ohio
• Oklahoma
• Oregon
• Pennsylvania
• Rhode Island
• South Carolina
• South Dakota
• Tennessee
• Texas
• Utah
• Vermont
• Virginia
• Washington
• West Virginia
• Wisconsin
• Wyoming
Who Do you Know from a
different Country?
• Afghanistan
• Albania
• Algeria
• American Samoa
• Andorra
• Angola
• Anguilla
• Antigua and Barbuda
• Argentina
• Armenia
• Aruba
• Australia
• Austria
• Azerbaijan
• Bahamas
• Bahrain
• Bangladesh
• Barbados
• Belarus
• Belgium
• Belize
• Benin
• Bermuda
• Bhutan
• Bolivia
• Bosnia-Herzegovina
• Botswana
• Bouvet Island
• Brazil
• Brunei
• Bulgaria
• Burkina Faso
• Burundi
• Cambodia
• Cameroon
• Canada
• Cape Verde
• Cayman Islands
• Central African Republic
• Chad
• Chile
• China
• Christmas Island
• Cocos (Keeling) Islands
• Colombia
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New Associate:_______________________ Start Date: ____________
PATHWAY TO A SIX FIGURE INCOME
30 Day Fast Start – Contact 3 People Per Day for 30 Days
Name Initial Call
3 Way Call
On-Boarding Result
PATHWAY TO A SIX FIGURE INCOME
Name Initial Call
3 Way Call
On-Boarding Result
PATHWAY TO A SIX FIGURE INCOME
Name Initial Call
3 Way Call
On-Boarding Result
Promotional Levels Comp. Levels Promotion QualificationsREP
Representative50% Complete NLFA Fast Start
DM District Manager
55% n Complete 6,000 Points Field Training n 3 Direct Legs
DVM Division Manager
60% n 20,000 AV Closed Points in 3 Months n 3 Direct DM Legs
RM Regional Manager
65% n 30,000 AV Closed Points in 3 Months n 3 Direct DVM Legs
RVP Regional Vice President
70% n 60,000 AV Closed Points in 3 Months n 3 Direct RM Legs n Minimum Income $15,000 in 12 Months (5)
SVP Senior Vice President
75%n 160,000 AV Points Closed in 3 Months n 3 Direct RVP Legs n Minimum Income $25,000 in 12 Months (5)
NVP National Vice President
80%n 200,000 AV Closed Points in 3 Months n 4 Direct RVP Legs n Minimum Income $25,000 in 12 Months (5)
SNVP Senior National Vice President 85%
n 500,000 AV Closed Points in 3 Months n 4 Direct RVP Legs n Minimum Income $50,000 in 12 Months (5)
Co-Founder 90%n 1,300,000 AV Closed Points in 3 Months n 5 Direct RVP Legs n Minimum Income $75,000 in 12 Months (5)
Generational Overrides Ultimate Compensation The CEO Bonus Pool1st Generation RVP & Up ……….….7% Personal Sales QUALIFICATIONS:2nd Generation RVP & Up ……….….3% Infinity Overrides The Bonus Pool is for All Levels RVP and above
3rd Generation RVP & Up ……….….2% Generational Overrides Production of 500,000 AV Per Month
4th Generation RVP & Up ……….….2% Field Training Bonus Paid Monthly on a Pro-Rata Share
5th Generation RVP & Up ……….….2% Bonus Pools Based on commissionable premium received
6th Generation RVP & Up ……….….1% Renewals No more than 1/3 of production credits from any one leg
TOTAL = 17% Equity Share Bonus Paid Out the Month After Qualifying
Must be RVP or higher to earn Generational Overrides. NLFA reserves the right to change guidelines, bonus guidelines.
1. Adjusted Value (AV). No more than 1/3 of production credit can come from any one leg.2. Life promotion and commission production credit is based on actual closed target premium.3. All NLFA compensation plans and promotion guidelines are subject to change.4. Must be insurance licensed to receive commissions on the sale of insurance products.5. Minimum income requirements at RVP Level and above must be met to maintain level.
110% TOTAL PAYOUT
Ultimate Multi-Pay System
