Good evening,

So today it’s going to be a pretty quick call, I’m going to give you my background my story and how I got started in entrepreneurship. I’ll go into the future of what’s happening in financial services and what we’re doing here in DFW. From there I’ll open it up for any questions you may have and we’ll go from there, how’s that sound? 

My personal 2 min story…

So I know you’re probably thinking what do we do? We’re a FMO, a Financial Marketing Organization we market financial products on behalf of companies like AIG, Allianz, National Life Group, John Hancock, American National many of them being Fortune 500 companies. 

Right now, in our industry, these companies are suffering and they’re shrinking. The average agent is a 61 year old white male, nothing wrong with being white or being 61, but the problem is most of them have 1 foot in 1 foot out and they’re about to retire. On top of that white males are a shrinking majority in our country. The fastest growing minority is Latin America. These companies don’t care how old you are, where you’re from, or the color of your skin. All they care about is distribution of financial services. So the challenge is people usually buy products from people that look talk and act like them. So if the average agent is a 61 year old, who is he marketing to usually? 

Exactly!

So these companies are struggling to attract women, millennials, gen Z’s, gen Xers and Minorities

So at PHP we’re positioned in a great opportunity to attract all walks of life. Our CEO Patrick Bet David has a channel on YouTube called Valuetainment have you ever heard of PBD? He has the #1 channel for entrepreneurs on YouTube with over 2.5 million subscribers. So what’s cool about it is our CEO is super young he’s only 41 years old, he’s Assyrian and Iranian you don’t get more diverse than that. We have an executive team that consist of an African American, Nigerian American, 2 caucasians, 2 Mexican Americans, Salvadoran American, filipino American & caucasion/african American mix. Our number #1 agency builder is a 34 year old African american/caucasian female. She makes over 1.8 million per year. Thats unheard of in this industry. It’s a good ole boys club whisky & cigars. We resemble America! 

So we’re in a unique spot right now where we are attracting a different type of agent. Just 2 years ago we had Kevin Hart come to our national conference. Lol what kind of insurance company brings Kevin Hart as their keynote speaker? And last year we had former President George Bush, and the NBA legend Kobe Bryant. That’s never been done before in the financial industry. 

We’re a different kind of company that wants to attract a different type of agent. That’s why I’m reaching out to you! 

So we’re looking for someone who’s looking for an opportunity where they can transition and make a part time income, go out there and genuinely serve others, making good money doing it, and maybe in the future walk away from their job completely. But at the least bit make a good income part time, giving back to their community educating others about money and finances, is that something that interests you at all?

Ok cool so I’m going to ask you a question this question is really big for me because I don’t work with just anybody, so I have to see your vision and where you’re going

If you can be anywhere in life in 5 years best case scenario I’m talking about if you could wave a magic wand in front of your life in 5 years where do you see yourself best case scenario? 

What’s your plan to get there?

I don’t know your work ethic so I can’t guarantee you anything but I know for a fact that PHP has the best system to get you there in 5 years. What questions do you have for me? 

Your early time commitment is 4-8 hours a week, few hundred for a licensing costs. 

So what’s cool about PHP is we have a platform fee of $200 dollars. It’s a one time fee from you that gives you access to all our carriers from NLG, American national income, and Mutual of Omaha, etc. and this fee is pretty cool because traditionally if you ever got started in our industry you would pay $40-100 bucks to work with any company and that stuff starts to add up and before you know it you’re paying $1000 just to get started but at PHP it’s $200. Also, it gives you access to our back office system, so what kind of phone do you have android or iPhone? Great we have an app made just for IOS, this app includes 19 videos to teach you how to conceptually educate clients on financial services.

On top of that you get access to our corporate office in Dallas TX where you get compliance, licensing, payroll, marketing all taken care of for you which is pretty cool that’s not bad for $200 right?

You also get access to our classroom training system via zoom. We have training on Monday mornings, Monday evenings, Tuesday evenings, Thursday evenings and Saturday. Morning bootcamps. Our training helps part timers find the time to learn a new industry.

Can you see yourself doing this? 

So to get licensed through the state it may cost you anywhere from $100-200 bucks in the future would that be an issue for you? 

Ok cool so I hate to ask but I have to ask this general question, do you have any felonies or misdemeanors dealing with money? Got it, didn’t mean to be rude but I had to ask because we’re dealing with socials, credit card numbers and these companies like AIG and nationwide won’t touch you with a 10 ft stick if you’ve had issues does that make sense?

Ok cool so the next step is just to get started with the company the platform fee is $200 if you have 5-10 mins left we can actually take care of it right now we can jump on a video call I’ll send you the code now. Pause wait for yes. 

Next steps 

either….

They get started

Or

Set up a zoom RI 

Or 

Invite to BOM

In meantime

Send them a few videos