Wealth Financial and North American

1
Wealth Financialand North Americans
Marketer-to-Marketer Program
Presented by Nichole V. Schurr CFP, CLU, ChFC
Sales Vice President April 30, 2009
2
Favorable Introduction Agenda

• Review highlights of the Wealth Financial
  agreement with North American
• Review Eric Letvins professional background
• Review Marketer-to-Marketer Program
• Identify Next Steps

3
Wealth Financial and North American

• 250,000 commitment
• Partner MGA status makes WF Life eligible for
  inclusion in the Performance Bonus
• Candidate for a Tactical Marketing Plan
• Eligible for all Partner Benefits including
  upcoming campaigns

4
An invitation to participate in the
Marketer-to-Marketer Program!
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Eric LetvinEmail eletvin_at_nacolah.comPhone
[phone] ext. 36012

• Eric Letvin, Sales Development Specialist Eric
  has over six years of experience on the managing
  general agency side of the business. He has a
  strong background in reaching out to help
  producers grow and develop their life insurance
  business. Eric is a licensed agent.

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Marketer-to-Marketer Value to Partners

• Dedicated resource for in-depth product knowledge
  and illustration design
• Support of agencys promotional and marketing
  efforts
• Help in creating tactical plans for introducing
  new agents to the agency and to North American
• Assistance in scheduling and hosting
  sales-oriented Webinars

7
Next Steps

• Phone calls to agency marketers at least twice
  per month
• Schedule Webinars
• Discuss deploying other marketing tools

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Thank youFor Your Decision to Become a Partner!