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Road map to your success MKG Insurance Marketing Organization
1. Octo be r 2, 2014 Road Map to Your Success
Obama Care - How to
generate income from it
2
Implementat io n for Inter-net
Marke tin g
2
Oth er Non-Licen se d Prod -
ucts
2
Indexed Universal Life
3
Train in g Sales System 3
The Impact of Trainin g 3
Licen sin g Process and
The Elite IMO
4
Team MKG Insurance Marketing Organization
Arm Yourself with
Knowledge and Tools:
Watch the video s for The
Actio n Prin ciples
Down lo ad the Check List
for Road Map to your Suc-cess
View and forwa rd MKG
Lates t Prese ntatio n Video
Order your business cards
Vistaprint .com
250 Cards for $9.95 or
500 Cards for $19.95
Inside this issue:
Getting Started
Welcom e to Team MKG IMO!!!!
This newsletter serves as a road map
to guide you throug h the necessary
steps to your success with MKG IMO.
As a reminder, we provide you the
vehicle to your success. You hav e to
get in the drivers seat and start
driving .
First of all, let discuss the Key Buildin g
Blocks of Success. It starts with your
prospect list. You can downlo a d a
template of your prospect list here.
Next, you must identify your weekly
locatio n for Business Ownersh ip
Presentat io n (BOP). It could be a
weekly meetin g at your local area, a
week ly web inar with the comp an y or
your key leaders, or a month ly event
of Super Saturday / Execut ive lunch-eon
/ Dinner. You must mak e a com-mitme
n t to atten d the BOP at least
twice a week . Each time you go the meetin g or attend the webinar, you must
invite guests to the meetin g or webin ar. Remem be r, your investment of time
at the meeting will have a much better return if you are there with guests
or your team members. Your job is to invite not to conv in ce. Make sure that
you edify your presenter, and let the presenter do the convin cin g job for you.
Click here to down lo ad the latest BOP. After the meetin g , there are two possible
outcomes:
1. Yes, they wan t to becom e a team member or a client
2. No, they are interested but do not have time right now or not interested.
Follow the flow chart abo v e for follow up steps for each scenario.
Discipline and Accountability
After you create your prospect list,
you must have a meth o d o lo g y of your
daily activ ities. It’s import a n t to
understand the simple concep t. The
more daily activities that you do, the
more success you will achieve. Click
here to down loa d the daily activ it y
template and start to plan your work
and work your plan. Each day, you
must mak e phon e calls, write email, or
talk to prospects about your business.
Each time you do, write it down and
check what kind of activity. With this
track in g sheet, your leader will be able
to assist you with course correct io n if
you are not doing it right. You can
start helpin g your team the same way.
Keep in mind that the same perso n can
be on the sheet on the same day man y
times as different activities are done.
Do it first and teach others.
2. Road Map to Your Success
Obama Care - How to create Income from it
Page 2
How to create income
and build a great
distribution from it
One of the ways to effectiv ely pro-spect
new team members or client s
natio nwid e is to use the internet and
the hype of Obama care. With my own
personal experience, I sent out invita-tion
emails before for finan cial ser-vices,
and did not get much respo n se
from it, However, when I started
sendin g out invita tio n s abou t Obama
care and how to capture this oppor-tunity
to the same mailin g list, I got
much more responses from it. Many
prospects wen t to my web site and
joined the compan y on their own after
reading the invitatio n . The timin g
could not be better. You must take
advan tag e of this window of oppo r-tunity
to grow your business nation-wide.
Please click here to downloa d the
presentation for Obama Care. It’s
recommended that you create a folder
and print those materials in color.
Use protector sheets so that you can
present this opportunity anywh e re you
want.
As you follow the presentat io n, you
will find out the incom e potential of
this movem en t of Healt h Insurance. If
you have a Healt h Insurance licen se,
you will be able to mak e between
$9,000 to $11,000 the first month by
just simply recruit 5 members. What
you need to do next is to help them with
the intern et marketin g on the next
sectio n. Each individu a l should have
over 100 contacts in their email ad-dress
book. If each of them follow the
system for internet marketin g, they
should be able to get at least 5 enroll-ments
with our Health Insura nce refer-ral
prog ra m. Each will earn $700 in
find er fees. All commiss io n will roll up
to you as a license d member.
If you have a Heal th
Insurance license , you
Implementation for Internet Marketing
will be able to make
betwee n $9,000 to
$11,000 the first month
by just simply recruiting
5 members
Social netwo rk in g has been a key
factor for man y succe ss stories for
intern et marketin g. You shou ld use it
in conju n ctio n of with the “Constant
Contact” system to follow up and
follow throug h with your marketin g
effo rt. Follow these steps to get you
started :
1. Sign up for Facebook
2. Sign up for Twitter
3. Sign up for Linked in
4. Sign up for Constant Contact
When you sign up for Facebook, Twit-ter
and Linked in , their system will ask
you to set up your profile and also
prompt you to provide your email
address and password so they can
send out invitatio n s to your contact s
to invite them to join your social net-work.
Make sure that you edit your
profile with MKG Insuran ce Marketin g
Organiz atio n as your current business.
That way an old frien d or business
associate will know what you are doing
now. After that use constant contact to
import your contact list from your email
and email them out. The adv an ta g e of
usin g constan t contac t is that the soft-ware
will help you to find out who open s
your emails and who click s on the links in
your email. You must have a system to
follow up daily.
More inform atio n for
Non-Lice n se d
Other Non-Licensed Products
Prod ucts
In-force Annuit y
Market linked
CDs
Land Bankin g
Cred it Rep ai r
Debt
Man agem e nt
Besid e the Healt h Insurance prod ucts,
MKG Insuran ce Marketing Organizatio n
offers several other products
that you can genera te income while
going throug h your licen sin g process.
1. In-fo rce Annuity - Potentia l
clients: Candidates with low
performance CDs or 401Ks who
are lookin g for a fixed rate
structured paymen t from 4.5%
to 7% depen d in g on principle
amo u n t and term.
2. Mark et linked CDs - Potential
clients: Candidates with CDs
earn in g less than 2% who wants
to have the same FDIC protec-tion
and better potential growth
without risk.
3. Land Banking - Potential Clients:
those who look for alternativ e
way s to invest their money with
much higher rates of return in
lands.
4. Cred it Repai r - Poten tial custom-ers:
the vast majo rity of people
who are struggling with their
cred it rating.
5. Debt Man a gem e nt - Potential
Custome rs: Those who has long
term and short term debts. We
can provide them a propo sal to
shorten their term and pay much
less interest.
3. Road Map to Your Success Page 3
Indexed Universal Life - Understand the benefits of Owning a policy
Why Index ed Universal Life (IUL) is our
core product? The answer is simple.
IUL is a product that has many bene-fits,
and it migh t be suitable for many
families.
1. Much better potential growth
compared to the bank
2. Living ben efits of Terminal,
Chronic and Critical Illness
3. Tax Free strategy of takin g
policy loans
4. Flexibilit y to control your tax
brack et after retirem ent
5. Protect your family now and
supplement your retirement
fundin g later.
Once we identify our retirem ent goals,
most of us will realize that we will
have to be more disciplined to save so
that we will be on track to our retire-ment.
IUL is one of the tools which
will help us to get there. Click on this
link to downlo ad the presentatio n for
case stud y. Also click here to down-load
the finan c ial check up spread -
sheet.
By moving our mon ey from one finan-cial
institution to another financial
institution, it will make a big differ-ence
for our finan cial outlook.
Let look at an examp le of the two twin
brothers. They are
both 29 years old
and both of them
save $200 a month.
Jack likes the bank
earn in g an averag e
of 2% per year.
John likes the IUL
earn in g an averag e
return of 8% with
living benefits,
Training Sales System - How does it benefit your family?
My trainer
followed the
When I first started to learn about
finan c ial services in 2009 five years ago.
My license d trainer at QS2 came to
me and told me that I need to complete
my 5 trainin g sales. He told me that he
will reserve his Saturday from 12 PM to
5
PM just for me. My job was to book
appoin tme n t back to back for him in
those time fram e. I did not know what
you do but I knew that I had a respo n -
sibility to do someth in g to create the
appoin tme n ts. He told me that since I
alrea d y own ed the product, it’s very
simple. I just need to call my frien d s
or family members and tell them that
“a frien d of mine has some good infor-matio
n that he would like to share with
you. We are in the area and would like
to stop by to see you”.
As a result of those 5 train in g sales, I
just happ en ed to mak e my up-line a
few hund red thou sa n d richer because
my moth er who bought an insura nce
policy, was able to get a guaran tee issue
policy. My other policy for my best
frien d was able to get an IUL for futu r e
retir em e n t and a critic al illn ess plan.
He daug h ter also boug h t a Retu rn of
Prem ium non -m ed ica l term policy
with a disab ility incom e rider .
Training Sales
System and applied
it to many of his
recruits and was
able to make over
$1 Million in that
practi ce company
The impact of Training Sales
My mother is gratef ul now to own her
insurance policy becau se she has a
heath conditio n and therefore she will
not be able to qualify for another
insurance policy with normal
underwritin g guideline.
I followed the Train in g Sales System
and applied it to many of my recru it s
and was able to mak e mon ey, protect
familie s, increa se income and protect
assets in my previo u s company. I wan t
to share the story with you so that you
Understand the simple con cep t of
giving and gettin g.
Without my mento r who spent his time
to explain the benefits of the cash
valu e insura nce policy, my family
members will not hav e the covera g e
that truly benefit them man y years
later.
Initially, I did not mak e the commissio n
on those policie s from the train in g
sales., but I made much more on the
training sales that I wrote for all my trainees. That was
how Al-Willi am s becomes a Billion Dollars Mark et Cap. They
did not have a tool to help their clients to increase their
month ly cash flow by reducing the cost of auto,
homeow n er, and health insurance. They just did that by
the simple 5 trainin g sales system.
At MKG IMO, we now can help our
clients to reduce their expenses with
health, auto, and home own er insurance
so that they will have the cash flow to
protect their family with our core
product s.
4. MKG Insurance Marketing Org
80 W Bullar d Ave., Suite 102
Clovis , CA 93612
www.mkginsuranceagency. com
Phone: 866-599-4 4 70
Email: mkgin s u r an c ea g en cy@ g m a il.co m
Your Success is Our Mission
www.mkginsuranceagency.com
Once you learn the Train in g Sales System as a trainee, you can rightfully start impleme n tin g the Train in g Sales System
and becom e a trainer. After you obtain your Life and Health licen se, go to the back office and click on the “Contractin g ”
icon under your dash b o ar d to begin the contracting process. You will need to have the following inform at ion prior to
comp letin g your backg ro u n d question na ire s: Your E&O coverage and date of comp letio n of your AML certificate. The
system will only ask for your general back g r o u n d informatio n once. When you get to the list of companies you wan t to
get appoin tm e nt, you might hav e to provid e additio n a l inform atio n for each comp any . Keep in mind that you only need to
be appointe d with a few key carriers to start writin g business. The recomm en dat io n is as follow:
1. Indexed Universal Life with living benefits: Allian z and AGLA
2. Term Life with ROP and/o r Simplified Issued : Assu rit y and AIG
3. Final Expense Insurance: Foreste rs and Mutual of Omaha
4. Indexed Annuit y : Allianz, America n Equity , Athen e, Aviva
Call B GA -ORG to follow up with your appoin tm e nts and mak e
sure that you go to the insurance carriers web site to set up your
login access after you get an Agen t Code with them. Some of
the carriers will require you to fulfill their product trainin g
requirements before you can write. Make sure that you order
brochures about the products, applic atio n kits, and literatures
abou t the comp a n y . They will be shipp ed to you at no cost.
Next Newsletter
topics
401K
Rollover
Final
Expense
Leads
Health
Insurance
Internet
Marketing
Follow Up
Process
The IMO
Elite
The IMO Elite
I wan t to establish a core grou p of the
Team MKG calle d The MKG Insuran ce
Marketin g Organization. The objectiv e of
creatin g this team is to reach out to
those who truly wan t to becom e
succes s fu l in our business. It does not
matter what level or which hierarch y
you are in, you are welcome to be part
of the IMO Elite. Of course, success will
come with a price and comm itm e n t.
There will be qualificatio n
require m ents for you to remain
on the team.
As a IMO Elite you will get personal
coachin g from the Selecte d Master
Builders of Fresn o -Visalia DMA Team
Elite. We will guide you every step of
the way to your success. We will have
regular web i- nar trainin gs. You will
also be partici-patin
g on the trainin g sched ule.
We want to develo p about 20 core
Elite Mem bers in the first Elite Found -
er Group, then each of you will hold
your own Elite Train in g after that to
develop your own 20 after 3 months.
After comple tio n of Elite Train in g, you
will be able to achie v e the followin g :
1. Make over $10,000 a month in
Healt h Insurance
2. Make over $10,000 a month in
Life and Annuit y Prod ucts
3. Understand and run our busi-ness
format system onlin e and
at your Local Area.
The following are steps you will need
to complete to enro ll:
Click here to download the profile
information sheet, complete it and
email to the following email address
mkginsuranceagency@gmail .com.
I will reply to you with our first wel-come
webin ar next week.
Marshawn Govan
Founder MKG Insurance
Marketing Organization