Wholesaler Orientation. 401K Generator Wholesaler Orientation The 401K Generator is an amazing one of a kind Risk Management Educational Tool. The platform.

Wholesaler Orientation

401K Generator Wholesaler Orientation

The 401K Generator is an amazing one of a kind Risk Management Educational Tool. The platform provides a complete

‘business in a box” and tremendous opportunity for Financial Professionals to growth their business with leads and

a steady lucrative revenue flow.

American Wealth Investing Institute:AWII and Darrel Martin the founder, created the signal and provide the platform for the program. AWII also provides all

technical support

American Safe RetirementsAn alternative investment marketing company. ASR provides all marketing and customer support for the 401K Generator. AWII is a subsidiary company of ASR

Corporate Talent Resources CTR provide full time wholesaler recruiting services for AWII

• Go to

www.americanwealthinvestinginstitute.com/wholesaler

• Download Sign wholesaler Agreement and fax to AWII

• Complete the email and demo account set up

• Within 24 hrs. you will receive your confirmation of username,

password and email

• From the 401K Generator website, login to your demo account from

Member login

• Complete all 7 modules of Training Videos

• Set up Affiliate website account

• Create a lead list of prospect within the Target Market

• Cold call or send canned introductory emails to prospects

• Set up appointment

• Pg. 4/par. 4 - Confidentiality

• Pg. 5/par. 6/Sen. 7 & 10 - Using

Wholesaler Link

• Pg. 10/par. 27 - Agent/FP Orientation and

Ramp Up

• Pg. 10/par. 27 - Handling Commission

chargeback – Monthly buyers backing out

• Pgs. 11-14 - Compensation Plan – how

and when?

Our Wholesaler Agreement covers all aspects of your expectations. Here are some important excerpts you should take particular notice of:

• Know the product inside/out (watch all 7 training

modules)

• Dialing for dollars – 100% commission sales

• Minimum quota - 12 sales a quarter

• Cultivate relationships with FP’s

• FP orientation – in person or online

• Recommend you purchase Goto Meeting

•10 MFA sales in 30 days

• Train FP’s on the system, 7 Training Modules

• Assist FP’s with Banner and personalized website set

up

• Handling expenses – recommend you create a 10% T

and E budget

www.401KGenerator.com✤ Home Page

✤ Sign in Home Page✦ 401K Generator – Your Membership Information

✦ Your Subscription Links★ 401K Generator Back Office (click here)➡ 7 Training Modules

➡ Private Label Set up

➡ Resources

❖ Advertising Files

❖ Articles

❖ Presentation Files

❖ Pre Appointment Files

❖ Appointment Files

❖ Post Appointment File

❖ Flyers and other marketing materials

www.40K1Generator.com➡ Forum - See or post questions and responses from

other users

➡ Blog - Access to updated info on the product and

industry

➡ Add/Delete Users - Cancel or update alerts

➡ Analyze Program - Access to the Mutual Fund

Analyzer

➡ My Account - Takes you back to Your Membership

Info page

✦ Over 22,000 mutual funds

✦ Over 21,000 Companies prebuilt – ability to add unlimited upon

request

✦ Lines up more with limitations that are part of mutual fund

entry/exit restrictions

✦ Actually have an exit/bear and enter/bull signal

✦ Not optimized to a single fund but all funds at same time on SPX

Index

✦ Keeps it in education realm

✦ Education realm important for reselling if not licensed to give

advice

✦ Uses Diagnostic trading

✦ It focuses on the one thing that moves the market, ORDERS!

✦ Smart 401K

✦ 401K Optimizer

✦ Net Signal

✦ Insurance Reps

✦ Annuity Reps

✦ Financial Planners

✦ CPA’s

✦ Entrepreneurs

✦ Mortgage Brokers

✦ Make Business Cards

✦ Create Canned Emails

✦ Create brochures/sales kits

✦ Introductory sales video

✦ Cold Calling

✦ Seminars

✦ Trade shows

✦ Website SEO & SEM

✦ Attend Chamber of Commerce Meeting

✦ Get listed with the Better Business Bureau

✦ Tell good friends, family & Associates

✦ IMO/FMO’s - How to get these on board

✦ Establish Wholesaler Sales Pitch (Grab attention within 30 sec)

✦ The 2 questions that will get you in the door

✦ Do your clients know what Mutual Funds their 401K is invested in?

✦ Are you able to provide a risk management plan for your clients for the next market crash?

✦ Business in a box

✦ Minimum investment, huge revenue potential

✦ Breakeven/ROI for FP (only 7 sales)

✦ Lead Generation tool - Door Opener for new clients

✦ Leveraging each sale - Referral to other financial colleagues

✦ Conduct regular training webinars with FP

✦ Importance of private sub-domain website to grow your business

✦ 401Kgenerator.com purchase (use your link always)

✦ No money back guarantee

✦ What does the FP see once he has bought “Make simple”

✦ Minimum investment, huge revenue potential

✦ Pricing Structure

Website ForumThe best way to get answers to any technical or

set up issues

FAQs are also available on the back office site

Generator Set upFull ramp-up by wholesaler - WebinarVideosWritten step by step directions from DarrellLeads from ASR and other sourcesExisting ASR agent poolDirect sales to website (hot leads given to top

producers)How do wholesalers keep FP’s engaged to ensure the

renewal?Continual training – ongoing webinarsCreate trust and relationshipFuture OpportunitiesRep other ASR products i.e. Life

Settlements, etc.Q and AWholesalers to provide ongoing feedback to update this

documentReview those already on the website and where to locate

them

Wholesaler Orientation

Thank You