US Retirement Plan Participant Outline & Self Test - ZaKaiRan
US Retirement Plan Participant Outline & Self Test - ZaKaiRan
US Retirement Plan Participant Outline & Self Test - ZaKaiRan
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Compensation <strong>Plan</strong> - RETIREMENT<strong>Participant</strong> <strong>Outline</strong> & <strong>Self</strong> <strong>Test</strong>Call Length: 60 MinutesAgendaIntroductionGround Rules(Phone etiquette)ObjectivesDefinitionsCompensation <strong>Plan</strong> - <strong>Retirement</strong>(Bonuses and Commissions paidafter first 30 days)GenealogyClosing SummaryQ&A(5 minutes)(1 minutes)(2 minutes)(5 minutes)(20 minutes)(15 minutes)(2 minutes)(10 minutes)1
Conference Call <strong>Outline</strong>I. IntroductionA. _________________________B. _________________________C. _________________________II. Ground RulesA. _________________________B. _________________________C. _________________________III.ObjectivesA. To provide an understanding of the _________aspect of the compensation plan sufficient enoughto explain an overview of the plan to a potentialRepresentative.B. To know and understand ____________ and termsof the compensation plan. (PV, GV, BV, PreferredCustomer, Affiliate, Representative, Autoship,Business Protection, Sponsor Tree, <strong>Retirement</strong>Tree, Fast Start, Builder’s Bonus, Loyalty Bonus andExecutive Pools)2
C. Familiarization with Compensation plan resources on____________________ (PowerPoint Presentation,CD, etc.)IV.DefinitionsA. Establish definitions for all terms used in the trainingcall.1. References:a. ONE Group Company Overviewb. ONE Group Compensation <strong>Plan</strong>V. Compensation <strong>Plan</strong>A. ______________________________1. ______________________2. __________________3. __________________3
VI.GenealogyA. __________________________1. ______________________ (see figure 1)2. ______________________ (see figure 2)3. ______________________ (see figure 3)4. ______________________ (see figure 4)B. __________________________1. ______________________ (see figure 5)VII. Closing SummaryA. Review of ObjectivesB. Additional Resources1. ______________________2. ______________________VIII. Questions and AnswersA brief Q&A session will follow each topic discussed. Timepermitting, additional questions will be taken at the end of thetraining.4
Figure 1New Personal SponsorsBelow is a detailed list of your Frontline Representatives- To view each Member's Frontline Representatives, click on 'View Frontline'Name Username CreatedDebbie Tracy TeamTracy 12/23/2003Below is a detailed list of your Frontline Preferred Customers- To view each Member's Frontline Preferred Customers, click on 'View Frontline'Name Username CreatedPat Ruiz PC41645 4/11/2004Below is a detailed list of your Frontline Affiliates- To view each Member's Frontline Affiliates, click on 'View Frontline'Name Username CreatedShelly Olwell bbowell 5/6/2005Below is a detailed list of your Frontline RepresentativesContact DetailsDebbie Tracy Managerteamtracy@lookinggoodorganics.comPhone - Business : 651-460-4520, Home : , Mobile : 651-460-452021977 Flagstaff Ave.,FarmingtonMN, 55024<strong>US</strong>AView Frontline5
Figure 2Sponsor Tree, 30-Jul-2005Locate Username:Level - Name Autoship Country Username Rank Class Jul PV Jun PV0 Tracy, Ron B <strong>US</strong>A legal Executive D 55 54. 1 Little, Adele N Aus housecall Associate D 0 0. 1 Life Time B <strong>US</strong>A aimtoplease Snr Associate D 58 62. 1 hope N <strong>US</strong>A sunset Affiliate H 0 0. 1 Miller, Bonny B Can Organic Manager D 53 50.. 2 Miller, David N Can Certified Snr Associate D 0 50.. 2 Adams, Beth N Can PC17378 Pref Customer D 108 0Figure 3New Personal SponsorsBelow is a detailed list of your Frontline Representatives- To view each member's Frontline Representatives click on 'View Frontline'Name Username CreatedDebbie Tracy TeamDebbie 9/7/2003Below is a detailed list of your Frontline RepresentativesContact DetailsDebbie Tracy Managerteamtracy@lookinggoodorganics.comPhone - Business : 651-460-4520, Home : , Mobile : 651-460-452021977 Flagstaff Ave.,FarmingtonMN, 55024<strong>US</strong>AView Frontline6
Figure 4<strong>Retirement</strong> Tree, 1-Aug-2005Locate Username:Aug Aug Jul JulLevel - Name Autoship Country Username Rank Class PV GV PV GV0 Tracy, Ron B <strong>US</strong>A legal Executive D 0 50 0 0. 1 Tracy, Debbie N Aus housecall Associate D 0 50 0 0. 2 Life Time B <strong>US</strong>A aimtoplease Snr Associate D 0 50 0 0. 3 hope N <strong>US</strong>A sunset Affiliate H 0 50 0 0. 4 Miller, Bonny B Aus Organic Snr Associate D 50 50 0 0. 1 Miller, David N Can Certified Snr Associate D 0 0 0 0. 2 Big Top B <strong>US</strong>A aimtoplease Snr Associate D 0 0 0 0. 1 Adams, Beth N Can star Associate D 0 0 0 0. 2 Faith B <strong>US</strong>A sunrise Snr Associate D 0 0 0 0. 3 hope N Mex moon Affiliate H 0 0 0 0Figure 5Below is a detailed list of your frontline Representatives Eligible to be Moved- To view each member's frontline Representatives Eligible to be Moved click on 'View Frontline'Name Username Created Move ToRon Tracy TatumTracy 8/2/2005 Move7
ONE Group Bonus Summary Reference GuideINDEXBACKContinue8
SELF TEST1. Autoship is best defined as___?a. A Hybrid Land-Water Vehicleb. The automatic monthly shipment of product irregardless ofmonthly order activityc. Personal Volume2. Business Protection is best defined as___?a. The automatic monthly shipment of product only if 50PV in monthlyorder activity has not been achieved.b. Life Insurancec. The Godfather3. The BV of each product is based upon ___?a. Ingredient Costb. Discount Levelc. Both a and b4. The Bonus Value of each product is unique.a. Trueb. False5. Health & Beauty Professionals belong to which classification___?a. Preferred Customerb. Homo-sapiensc. Affiliate6. Each share of the Loyalty Bonus requires ___.a. 1 memberb. 2 membersc. 3 members9
7. The <strong>Retirement</strong> portion of the compensation plan consists of ______.a. Sales activity within the first 30 daysb. Sales activity after the first 30 daysc. Sales activity after the age of 558. What three bonuses are part of the <strong>Retirement</strong> portion of the plan?a. Christmas, Birthday, and Anniversaryb. Fast Start, Builders, Executivec. Loyalty, Executive, <strong>Retirement</strong>9. Your <strong>Retirement</strong> bonuses are paid to you _______?a. Every week by checkb. On the 16 th of each monthc. Yearly10. You have _____ days to move a new Representative or Affiliate?a. 15b. 30c. 15 business daysANSWERS1. b2. a3. c4. a5. c6. c7. b8. b9. b10. b10