Learn about a Career with Northeast Planning

Career Presentation COMPREHENSIVE FINANCIAL STRATEGIES YOUR CAREER! YOUR SUCCESS!

Agenda For Meeting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

THE FINANCIAL SERVICES INDUSTRY COMPREHENSIVE FINANCIAL STRATEGIES

[object Object],What does Financial Services Cover? COMPREHENSIVE FINANCIAL STRATEGIES

Financial Services at a Glance ,[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Your Career: Financial Services Professional COMPREHENSIVE FINANCIAL STRATEGIES

[object Object],What does a Financial Services Professional do? COMPREHENSIVE FINANCIAL STRATEGIES

Your Career: Financial Services Professional ,[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Do good. Do well. Do it your way. COMPREHENSIVE FINANCIAL STRATEGIES

Do good. Do well. Do it your way. ,[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Do good. Do well. Do it your way. ,[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

A Career at NEPC… COMPREHENSIVE FINANCIAL STRATEGIES

Who we are… Success Is In Our Planning The numbers are our proof ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Who we are… Success Is In Our Planning Still Growing Strong ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Solid Infrastructure & Support Success Is In Our Planning… Continuous Improvement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Solid Infrastructure & Support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Our unique approach… Success Is In Our Planning Unique Planning Strategy and Process COMPREHENSIVE FINANCIAL STRATEGIES

Affiliated with Guardian Life ,[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

NEPC: Overview COMPREHENSIVE FINANCIAL STRATEGIES

Career Benefits: FSP ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Career Benefits: FSP/FR ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Importance of Your Career with Us ,[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

The NEPC Financial Services Professional ,[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Attributes of a NEPC FR COMPREHENSIVE FINANCIAL STRATEGIES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Career Path Choices. COMPREHENSIVE FINANCIAL STRATEGIES

Career Path Options Financial Representative Path *Disability income products are underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. **Securities products and services are offered through Park Avenue Securities LLC, 7 Hanover Square, New York, NY 10004, (888) 600-4666. Park Avenue Securities LLC is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. PAS is a member FINRA, SIPC. COMPREHENSIVE FINANCIAL STRATEGIES Generalist Specialist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Career Path Options Management Path *Securities products and services are offered through Park Avenue Securities LLC, 7 Hanover Square, New York, NY 10004, (888) 600-4666. Park Avenue Securities LLC is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. PAS is a member FINRA, SIPC. COMPREHENSIVE FINANCIAL STRATEGIES Generalist Specialist ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Guardian Financial Representative Benefits and Compensation ,[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Industry Production Comparison Guardian Financial Representatives * Industry Average (LIMRA) ** $103,300 $40,825 *2007 Total number of FRs in the survey was 3,460. **LIMRA: 2006 Results for Size A Category (Largest Company). COMPREHENSIVE FINANCIAL STRATEGIES

2007 Top FR Earnings Average Salary, Incentive Compensation & Commission *Total number of FRs in the survey was 3,460. **Securities products and services are offered through Park Avenue Securities LLC, 7 Hanover Square, New York, NY 10004, (888) 600-4666. Park Avenue Securities LLC and the Guardian Insurance & Annuity Company, Inc. are wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. PAS is a member of FINRA & SIPC. COMPREHENSIVE FINANCIAL STRATEGIES Guardian’s Top 10 FRs averaged $1,325,226 Guardian’s Top 25 FRs averaged $1,023,167 Guardian’s Top 50 FRs averaged $830,899 Guardian’s Top 100 FRs averaged $659,199 Guardian’s Top 500 FRs averaged $331,550 Guardian’s Top 1000 FRs averaged $231,613

Awards and Recognition ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Training & Development COMPREHENSIVE FINANCIAL STRATEGIES

NEPC In-House Training Programs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Online Training ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

Your Competitive Edge COMPREHENSIVE FINANCIAL STRATEGIES

What sets you apart ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

http://www.livingbalancesheet.com The Living Balance Sheet ® (LBS) is about providing your clients with Organization, Integration, Strategy, Exclusivity, and most importantly, Control over their financial assets. Disclosure: The Living Balance Sheet ® and Logo are registered trademarks of The Guardian Life Insurance Company of America. COMPREHENSIVE FINANCIAL STRATEGIES

The LBS System ,[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],LBS Helps Provide Your Clients With… COMPREHENSIVE FINANCIAL STRATEGIES

Building Your Future Together COMPREHENSIVE FINANCIAL STRATEGIES

Building our Partnership : Next Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],COMPREHENSIVE FINANCIAL STRATEGIES

COMPREHENSIVE FINANCIAL STRATEGIES

Learn about a Career with Northeast Planning

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