Make Your Money Matter

Six Figure Success System

Business Professionals
What’s In It For You?

 Innovative Product – Tested and Proven

 High Demand – Unlimited Market – 65 Million
Homeowners + Independent Business Owners
 Educational, Logic Based Sales Presentation – No
Hard Sales
 Solid, Established Company – 10 Year Track
Record
 Turn Key Business Model – Full training and
support
 Lucrative Income and Advancement Opportunity
Unlimited Commission based income potential for
Dedicated Agents.
Agent Qualifications

 Compelling Business Vision

 Successful Sales Experience
 Time Investment – At least 10-20 hours per
week dedicated to building business
 Existing Contact Base – Personal,
professional, community
 Start Up Capital - $2500 - $5,000 optimal.
 Commit to Business Model - Training and
accountability.
Make Your Money Matter Team
We offer:
 Experienced and successful agents.
 Detailed Six Figure Success System and
Action Plan = Highest Compensation
Level.
 Hands on training and support – Online
resources, training intensives and one-on-
one coaching.
 Access to all marketing and promotional
material.
 Presentation opportunities to your clients in
person or on-line.
Phase One
Training and Sales Process…
 Six Figure Success Guide
 Preparation
* Due diligence
* Business set up
 Certification
* U First University
* Online videos, training manual
* Hands on coaching through test
Phase One
Training and Sales Process
 Sales Process
* Client List Preparation
* Preliminary Financial Analysis
* Introduction Script
* Presentation Options
* Fine Tuning the Analysis
* Close and Paperwork
 Business Building
* Local Colleagues, Nationwide Contacts
* Strategic Thinking and Business Planning
Phase Two
Training and Sales Process

 Trouble Shooting
 Accountability Strategies
 Business Building Techniques
 Goal = Highest Compensation Level

You determine your results based on

your goals, experience and efforts.

Your Success = Our Success

United First Financial
Agent Sign Up
 $175 – one-time fee paid directly to
Corporate via secure online website
 Includes a welcome package with
letter sized bi-fold, DVD’s, info
 Replicated Website
 Analysis Software Access
 Course Study Material and
Certification Test
United First Financial
Compensation Breakdown
Of the $3,500.00 fee

$1,575.00 is paid out in commission

$700.00 is paid out for Management Levels

$225.00 additional is paid out in bonus pools

__________
$2,500.00 total pay out
Associate Level
Branch mgr.
Director
Division mgr.
District mgr.
Sr. Associate
Associate $900
New agents start at Associate and earn
$450 on each of 2 Training Sales
$900 per sale once Trained
Senior Associate
Branch mgr.
Director
Division mgr.
District mgr.
Sr. Associate $1,012
Associate $900

Once an agent does:

5 Sales (2 must be Personal)
They promote themselves to a Sr. Associate

$1,012 per sale

District Manager
Branch mgr.
Director
Division mgr.
District mgr. $1,125
Sr. Associate $1,012
Associate $900

Once an agent does:6 more sales (2 personal)

For a total of 11 cumulative sales (4 must be personal)
They promote themselves to a District mgr.

$1,125 per sale

Division Manger
Branch mgr.
Director
Division mgr. $1,237
District mgr. $1,125
Sr. Associate $1,012
Associate $900

Once an agent does:

7 more sales (3 personal)
For a total of 18 cumulative sales (7 must be personal)
They promote themselves to a Division mgr.

$1,237 per sale

Director
Branch mgr.
Director $1,350
Division mgr. $1,237
District mgr. $1,125
Sr. Associate $1,012
Associate $900

Once an agent does:

8 more sales (3 personal)
26 cumulative sales (10 must be personal)
They promote themselves to a Director mgr.

$1,350 per sale

Branch Manager
Branch mgr. $1,575
Director $1,350
Division mgr. $1,237
District mgr. $1,125
Sr. Associate $1,012
Associate $900

Once an agent does:

9 more sales (3 personal)
35 cumulative group sales (13 must be personal)
They promote themselves to a Branch mgr.
$1,575 per sale
Override Commissions
Branch mgr. $1,575
Director $1,350
Division mgr. $1,237
District mgr. $1,125
Sr. Associate $1,012
Associate $900

Mary is a Sr. Associate at $1,012,

she sponsors Robert who is an Associate at $900
Robert makes a training sale with Mary.
Robert earns $450(training sale 50%)
Mary earns $506(training sale 50%) + $112($1,012-$900)
Mary’s trainer is a Division Mgr. and earns $225 ($1,237-$1,012)
Branch mgr. earns $338 ($1,575-$1,237)
90 Days to the Top
1 Training Sale in 45 days promotes you to Sr.
Associate
Or
2 Training Sales in 60 days promotes you to
Sr. Associate

10 Personal and 25 cumulative sales in a

rolling 90 day window
promotes you to Branch Manager
Management Level Overrides
Level 1 Branch Manager $225
Level 2 Branch Manager $125
Level 3 Branch Manager $125
Level 4 Branch Manager $75
Level 5 Branch Manager $75
Level 6 Branch Manager $75
Bonus Pools
Personal Production Pool
3 sales per month $60
Branch Manager Pool
15 sales in your Branch $65
Sr. BM Pool 20 sales
2 level I Branch mgrs $40
Executive Bonus Pool
35 sales, 4 Level I Branch mgrs $30
Senior Executive BP
75 sales, 6 Level I Branch mgrs.1-6 $30

** Must re-qualify each calendar month

We Need Your Help!
 Our sales increased 78% from July to
October 2007. We need professional sales
people with entrepreneurial vision and a
passion for helping their clients.
 Homeowners are asking about the
Money Merge Account – who is going to tell
them about it? Every 10 minutes a Money
Merge Account Program is sold.
 Extra Income, Client Retention,
Competitive Edge – You can enjoy these
benefits and offer them to other strategic
partners. What do you have to lose?
Your Next Step
 www.MakeYourMoneyMatter.com
 www.MakingYourMoneyMatter.com
 www.UnitedFirstFinancial.com
 www.ACEquity.com
 WWW.BrokerBanker.com
 www.BBB.org

Schedule a business planning session

with your Make Your Money Matter
Trainer. The time is NOW!