MPower Advanced Market
Advanced Market Team Information
Advanced Market Summary
Emerging Affluent Qualifications
Potential Agent Compensation
Advanced Market Summary
Expertise In:
Premium Financed Life Insurance
-High Net Worth ($10 million+)
-Emerging Affluent ($100,000+ annual income)
Business Continuity (Buy/Sell Agreements)
Key Person Planning
Executive MultiLife – Simplified/Guaranteed Issue
Enhanced Business Cash Stream
-Buy Out Plans
-Benefits Funding
-ESOP Rescue
-Pension Rescue
-Executive Benefit Plans
-162 Executive Bonus Plans
Emerging Affluent Qualifications
Ages 18-65
Standard or Preferred (Non-Smoker)
Annual Income:
1. National Life
> $100,000 (validated by taxes or CPA letter)
2. Allianz
> $400k
Or
$100,000 – $199,999 AND Net Worth > $1,000,000
(net worth requirements decline until you reach $400,000 income).
Minimum Face:
$500,000 or $21,350 annual premium whichever is less until younger people then the minimum requirement is $1,000,000 face.
5. Maximum Face: 4,000,000
(If Net Worth under $5,000,000 – If greater Net Worth then can go higher)
Potential Agent Compensation
$3.7 Million in 10 Years
What’s your Business worth?
1O years of writing 24 cases per year will generate over
$3.7 Million in revenue to your firm.
In a few short years you can generate a 6-figure income by selling just 2 Kai-Zen cases per month!
| Target& |
| |
Cases(24per year) | Excess | Renewals | Total |
Year1 | $77,910 |
| $77,910 |
Year2 | $155,820 |
| $155,820 |
Year 3 | $233,730 |
| $233,730 |
Year4 | $311,640 |
| $311,640 |
Year 5 | $389,550 |
| $389,550 |
Year6 | $467,460 |
| $467,460 |
Year7 | $467,460 | $29,400 | $496,860 |
Year8 | $467,460 | $58,800 | $526,260 |
Year9 | $467,460 | $88,200 | $555,660 |
Year 10 | $467,460 | $117,600 | $585,060 |
Total |
|
| $3,799,950 |