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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.


  1. 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


  2. 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


  3. 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


  4. 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

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.

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