COMPENSATION PLAN & DEMO
Duration
36 MINUTES
AGENT TRAINING
Training Overview: Compensation Plan and Product Demo
This training session focuses on PFA's compensation plan and product demo, particularly centered around life insurance and Indexed Universal Life (IUL) products. The session will provide agents with a comprehensive understanding of how to structure and present these products while maximizing their earning potential through PFA’s compensation system.
Life Insurance Overview
Introduction to life insurance basics
How to identify client needs for life insurance coverage
Demonstrating the benefits of traditional life insurance products
Indexed Universal Life (IUL) Products
Explanation of how IUL policies work, including market-linked growth and downside protection
Showcasing IUL as a flexible and powerful financial planning tool for clients seeking both life insurance coverage and wealth accumulation
Illustrating potential tax-free income benefits and long-term financial security for policyholders
PFA's Compensation Plan
Deep dive into PFA's compensation structure, highlighting how agents can maximize their commissions
Overview of key milestones like hitting the 5/5/30 and 5/30 qualifications, earning promotions, and advancing through contract levels (e.g., Career Associate to Senior Associate)
Explaining bonuses, residual income, and incentives like the Deferred Compensation Program and Company Elite Trips
Integration of Product Demo with Compensation Plan
How to leverage PFA’s products to boost sales and commission levels
Strategies for packaging life insurance and IUL products within the framework of the compensation plan to accelerate promotions and increase income
Practical case studies showing how to present both the product value and earning potential to new recruits and clients
This training is designed to equip agents with the knowledge and confidence to deliver compelling product demos, while also understanding how to navigate PFA’s compensation plan for long-term financial success.
Your Instructor
BRENT PAISTE
Brent Paiste has an impressive background with over 10 years of experience in the financial and insurance industry. He is the Founder of Team DELTA Limitless and serves as a Regional Field Director at Premier Financial Alliance (PFA).
Since joining PFA in February 2014, Brent has become a Million Dollar Club member and a recipient of the Deferred Comp award every year. He was honored as a Diamond Club Member for NLG in 2023 and is a Black Jacket Qualifier, proudly earning a 7 Diamond Ring.
Brent’s consistent excellence is further highlighted by his qualification for the Company Elite Trip every year since 2015. Prior to his success in the industry, Brent worked as a nurse (LVN) and served in the Air Force.