Download - Ixp Value Prop2012
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MetLifePacific
SouthwestJason J. Foster,
Agency Sales Director
Greater Los Angeles AreaRancho Cucamonga & Murrieta
MetLife is an Equal Opportunity Employer
FOR RECRUITING PURPOSES ONLY
Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment adviser. Branch Office: 24 Century Hill Drive, Latham, NY 12110. Phone: (518) 220-3000. MLIC and MSI are MetLife companies.
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Our Vision
“Our Firm’s Advisors will connect with their clients through the delivery of objective advice, enabling them to make more intelligent decisions about their financial wellbeing.”
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Make a Difference
• Protection
• We protect families and businesses from the devastating financial impact of death or disability
• Independence
• Help our clients reach financial independence as well as other goals throughout their lives
• Dignity
• Offer dignity when clients can no longer take care of themselves
• Legacy
• Provide legacy to one’s heirs
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What Does a Financial Services Representative Do?
Market Development
• Identify target markets
• Pre-Retirees
• Young Families
• Existing Clients
• Build a referral based practice
• Build a network to penetrate markets
Sales Development
• Develop long term relationships
•Face-to-face meetings
•Analyze financial needs
•Provide strategies to help achieve goals and objectives
•Manage changing financial needs
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Building Your Business: Products and Services
Individual Life Insurance
Financial Planning
Retirement Planning
College Funding
Estate Planning
Auto & Home
Center for Special Needs
Disability Income Insurance
Investment and Advisory Products
Annuities
Business Insurance and Planning
Wealth Management Services
Qualified and Non-Qualified Plans
Meeting Client Needs for Financial Security through a Broad Range of Products and Services
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We are a Leader in Our Industry
Sources: * A.M. Best – based on total life insurance in force as of year-end 2010 ** LIMRA/VARDS as of 12/31/2010*** MetLife, inc. as of 12/31/2010For more information, please visit www.metlife.com.
#1#1 Life Insurer in US*Life Insurer in US*
#2#2 Annuity Sales Premiums**Annuity Sales Premiums**
$3.8$3.8 Trillion Life Insurance In force***Trillion Life Insurance In force***
9090 Million Clients Worldwide***Million Clients Worldwide***
$730.7$730.7 Billion Total Assets***Billion Total Assets***
MetLife is a leading provider of insurance and other financial services to over 70 million clients around the world
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A Leader in Our Industry
Source: LIMRA/VARDS as of 12/31/2010Includes all subsidiaries of MetLife, Inc. Top 10 Premium rank
Ranked Top 10 in These Individual Product Lines
Who else can say this?
Whole Life
Term Insurance
Variable Annuity
Universal Life
Variable Universal Life
Individual Disability
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MetLife Brand
One of the strongest brand names in the industry
Supported by National and Local Print and TV advertising plan, in markets that will grow the bottom line
Designed to address needs of today’s consumers and MetLife’s capabilities
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Strategic Partners:Mutual Fund & Investment Advisory Platforms
9
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Our Commitment to Community & Diversity
“The strength of the company and the innovation that we exhibit is based on
our commitment to inclusion and openness to new cultures, experiences and ideas. After all, the more inclusive
a company is, the more growth-oriented and successful it will be for
customers, shareholders, and of course, employees.”
- Rob Henrikson, Chairman of the Board, MetLife
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Our Firm
Financial Planner / Financial Advisor / Financial Services Representative
Offices in: AZ, NM, NV, and Southern California
Financial Planner / Financial Advisor / Financial Services Representative
Offices in: AZ, NM, NV, and Southern California
Personal Marketing Assistants
Personal Marketing Assistants
Agency Sales
DirectorJason Foster
Agency Sales
DirectorJason Foster
Marketing/RecruitingDirectorYolanda Estrada
Marketing/RecruitingDirectorYolanda Estrada
TrainingDirector
Ted Myzwinski
TrainingDirector
Ted Myzwinski
AgencyRecruitingManager
KatieJansen
AgencyRecruitingManager
KatieJansen
AgencyMarketingCoordinato
rAddieVroom
AgencyMarketingCoordinato
rAddieVroom
DirectorOf
OperationsEva Yang
DirectorOf
OperationsEva Yang
Long Term Care
Specialist Phil
Grossman
Long Term Care
Specialist Phil
Grossman
PlanSmartManager
PattiDyer
PlanSmartManager
PattiDyer
AgencySupport
Staff
AgencySupport
Staff
InvestmentSpecialist
Marty Battock
InvestmentSpecialist
Marty Battock
Managing DirectorHarry Axford
Managing DirectorHarry Axford
Advanced Market
SpecialistJim Hogan
Advanced Market
SpecialistJim Hogan
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The MetLife Pacific Southwest was established to meet the needs of the Arizona, New Mexico, Nevada, and Southern California.
Target Markets:
– Medical Industry
– Pre Retirees
– Small Business Owners
Communities We Serve
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Marketing Support
• Personal Brochure
• Team Selling
• Press Releases
• Direct Mail Strategies
• Seminars
• Newsletters
• E-Relationship(email marketing)
• Local Advertisements
• Delivering the Promise
• MetLife Transitions Solutions
• MetLife’s Special Needs Planning
• Business Planning
• Client Appreciation Events
• Reception for Success (for new associates)
• Personalized website
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Training and Professional Development
• Tuition Reimbursement for Industry Designations
– Life Underwriter Training Council Fellow (LUTCF)
– Chartered Life Underwriter (CLU)
– Chartered Financial Consultant (ChFC)
– CERTIFIED FINANCIAL PLANNER™, practitioner (CFP®)
– Certified in Long-Term Care (CLTC)
• Practice Management
• Business Planning
• Mentorship Program
• Joint Work
• Study Groups
• Segmented Training
– Success Builder
– Building Your Practice
– Top Producer
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Total Value: MetLife Compensation Package
GDC Based Compensation & Additional Plan Credits
Cash Balance Retirement Plan (Qualified & Auxiliary)
Medical, Prescription & Dental Benefits
Life & Disability Insurance
Social Security & Medicare Employer Contributions
Enterprise Support & Services
Deferred Compensation
Recognition
Savings & Investment Plan (401k) / Auxiliary SIP
MetLife Value
Stock Options
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2013 Recognition Conferences
Aim High and Qualify!
Leaders ConferenceJW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TXMay 13-16, 2013May 17-20, 2013
Qualification Requirements:245,000 Recognition Credits
New Financed Producers – 171,500 Recognition Credits
President’s ConferenceThe Atlantis Resort - Bahamas
Atlantis, Paradise Island April 24-28, 2013
President’s Qualification Requirements: 425,000 Recognition Credits
New Financed Producers - 297,000 Recognition Credits
Chairmans ConferenceOctober 3-7, 2013
Qualification Requirements:775,000 Recognition Credits
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MetLife is proud to be an equal opportunity employer
Metropolitan Life Insurance Company200 Park Ave
New York, NY 10016Securities products and investment advisory services are offered through Registered Representatives and Investment Adviser Representatives, respectively, of MetLife Securities Inc., a broker/dealer (member FINRA/SIPC) and a registered investment advisor. Metropolitan Life Insurance Company and MetLife Securities Inc. are MetLife Companies. MetLife is an Equal Opportunity Employer. © 2007 METLIFE, INC.PEANUTS © United Feature Syndicate,
1 Some health insurance products are offered by affiliated insurers through the Enterprise General Agency, Somerset, NJ. 2 Property & casualty insurance is offered by MetLife Auto & Home, which is a brand of Metropolitan Property and Casualty Insurance Company and its Affiliates, Warwick, RI. Not available in all states. 3 The Group Legal Services Plan is offered by Hyatt Legal Services Plan, Inc., Cleveland, Ohio. In some states, the plans are provided through insurance coverage underwritten by Metropolitan Property and Casualty Insurance Company and its Affiliates, Warwick, RI. 4 Veterinary Pet Insurance policies are underwritten by Veterinary Pet Insurance Company (in California), Anaheim, CA and National Casualty Company (in all other states), Madison, WI. These companies are not affiliated with Metropolitan Life Insurance Company. 5 Offered by Cole Vision Corporation (d/b/a Cole Managed Vision), Twinsburg, Ohio. Cole Vision Corporation is not affiliated with Metropolitan Life Insurance Company. 6 Banking products and services, including deposit accounts, offered by MetLife Bank®, NA, Member FDIC, a MetLife affiliated company. 7 Offered for the first six months. Fee-based financial planning services are offered through qualified Financial Planners of MetLife Securities, Inc. a Registered Investment Adviser.
Metropolitan Life Insurance Company, New York, NY 10166. Securities offered through MetLife Securities, Inc.,(member FINRA/SIPC); both are MetLife companies located at 200 Park Avenue, New York, NY 10166. New England Financial is the service mark for New England Life Insurance Company (NELICO), Boston, MA 02116. Securities products offered through New England Securities, Corp., (NES), (member FINRA/SIPC). NELICO & NES are affiliates and both are MetLife companies located at 501 Boylston Street, Boston, MA 02116.
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