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BenchBuilders six key responsibilities of field sales managers: recruiting and selecting, training, performance management, target market planning, business management and, team development. Giving Advisors an Opportunity to “Test Drive” a Career in Leadership READ – Each module has a “chapter” the candidate is required to read. DO – Each chapter contains instructions for the projects associated with that module. DISCUSS – Manager meets with candidate to review and discuss completed project. Pragmatic & Interactive, Not Academic or Passive BenchBuilder – the Six Key Responsibilities BenchBuilder activities align with the six key responsibilities of field sales managers: Recruiting and selecting – Identifying, attracting, and selecting qualified individuals for opportunities within the organization. Training – Instilling basic skills in new recruits and providing continued development of all team members. Performance management – Helping sales reps set and work toward goals, assessing their progress, and providing feedback to develop high-performance sales teams. Target market planning and development – Providing sales reps with the guidance to analyze and select appropriate target markets in which to expand their business Business management – Managing finances and running a sales office in a financially efficient manner. Team development – Setting sales office goals and direction and taking the steps necessary to accomplish those goals. Self-assessment Investing in Your Future (Module) Identifying Potential Candidates Recruiting Through Personal Contact Recruiting Sales Talent (Module) Approaching Nominators Developing Your Network of Nominators Expanding Your Reach with Nominators (Module) The Selection Process in Action Using Market Opinion Surveys as a Selection Tool The Selection Process (Module) Using PESOS to Plan Training Conducting a One-on-One Skill Building Session Training for Improved Performance (Module) Developing a Performance Management Program Managing Performance (Module) Personal Market Analysis Measuring Market Potential Developing a Target Marketing Strategy Target Market Planning and Development (Module) Values-Based Motivation Achieving Sales Leadership (Module) Self-Analysis of Sales and Sales Leadership Skills Relationships Between Personal Goals and a Sales Leadership Career Making the Career Decision: Sales or Sales Leadership (Module) Activities & Projects By Module Questions on BenchBuilder? Give Us a Call or Send Us an Email! Contact Us Structures a readiness track for developing managers. Online Business System (Feature) Prepares candidates for the challenges of today’s sales managers. Contemporary Content (Feature) Enables each management candidate to experience the most appropriate aspects of the opportunity at the most appropriate time. Individualized Tracks (Feature) Keeps sponsoring manager and candidate informed of progress helps organizations track talent management at the field level. Centralized Platform (Feature) Provides for a consistent, continuous, end-to-end management development process. Easy integration with LIMRA & HPN (Feature) BenchBuilder Features & Benefits Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

Financial Wellness Calculate Your Life Insurance Needs: How much you need is best decided by working with a financial planner. Try Our Calculate Your Life Insurance Needs The purpose of life insurance is to replace your income at the time of your death so that the family you are leaving behind can maintain their current lifestyle. How much you need is best decided by working with a qualified financial planner. Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. One-day Sales Effectiveness Training Program One-day Sales Effectiveness Training Program Give your advisors what they need to succeed. SkillSet, powered by Trustworthy Selling, is a one-day sales effectiveness training program, covering the skills of business development strategies and collaborative discovery. It focuses on the skills of business development strategies and collaborative discovery. This offering is ideal for sales professionals with 5 years or less experience in the industry. Easy to implement, easy to execute, with virtual or in-person delivery models. Be equipped with language and tools to confidently generate favorable introductions to grow their business. Be empowered through the art of questioning, designed to deepen relationships and move potential clients to action. Leverage proven language and skills used by top advisors in the industry. Your Advisors Will: Why SkillSet Works: It unites LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful advisors. New skills are mastered through practice, role-play, and follow-up coaching. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos, and other online resources. It builds confidence and strengthens an advisor's ability to address all their customers' financial needs. SkillSet Delivery: Turn-key learning system for delivery by your company’s facilitator or a LIMRA/HPN Certified Facilitator. One-day program delivered in a live classroom setting. Or, three 2-hour virtual classroom sessions. Easy to implement, easy to execute. Schedule a Demonstration Contact Us SkillSet Product Sheet Download Download Now

Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. Professional Edition Understand behavioral economics and how today’s consumers make financial decisions. Incorporate small changes in language and technique to ensure greater client engagement. Quickly build trust and develop stronger relationships with more potential clients. Learn advanced questioning skills to execute courageous conversations with confidence. Overcome self-limiting beliefs to take their business to the next level. Prioritize clients to maximize time and identify cross-selling opportunities. Your Experienced Advisor Will: Re-Energize Your Experienced Advisors and Equip Them With the Advanced Skills To Take Their Practice to the Next Level! Trustworthy Selling Professional is designed for experienced financial advisors to increase vertical growth productivity and re-engage those producers who have plateaued in their career. The Professional Edition provides experienced representatives with in-depth insight into behavioral economics, buyer and seller psychology and sales techniques utilized by the top producers in the industry. Creating a Sense of Urgency Cross Selling Language Demo: Collaborative Commitment The Four Facets of Trust Increasing Practice Efficiency Experience Some Samples of Our Professional Edition Content Below! It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors. New skills are mastered through practice, role play, application projects and follow up coaching. Lessons are made memorable through use of real-life case studies. Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources. Why Professional Edition Works: Schedule a Demonstration Contact Us Professional Product Sheet Download Download Now Professional Edition

At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. Disclaimer The following Disclaimers are clarifying statements and part of the Hoopis Performance Network, LLC Terms and Conditions ("Terms") and should therefore be read alongside the Terms. If you do not agree with the Terms and these Disclaimers, please refrain from using our Services. Your continued use of our Services implies acceptance of the Terms and these Disclaimers. Interpretation and Definitions Interpretation The words of which the initial letter is capitalized, or lower-case words referred to, have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. 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At Hoopis Performance Network, we care about your privacy and security, and want you to know how we collect, use, share, and protect your personal information and what choices you have regarding your data. Cookie Policy This Cookies Policy explains what Cookies are and how Hoopis Performance Network, LLC (“HPN”) uses them. Reading this policy will help you understand what type of cookies HPN uses, or the information we collect using Cookies, and how that information is used. Cookies do not typically contain any information that personally identifies a user, but personal information that we store about you may be linked to the information stored in and obtained from Cookies. For further information on how we use, store and keep your personal data secure, please see our Privacy Policy. HPN does not store sensitive personal information, such as mailing addresses, account passwords, etc., in the Cookies we use. Interpretation and Definitions Interpretation The words of which the initial letter is capitalized, or lower-case words referred to, have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. Definitions For the purposes of this Cookies Policy, the following definitions shall apply: HPN (sometimes referred to as we us" or "our" in this Cookies Policy) refers to Hoopis Performance Network, LLC; 790 Frontage Road #300; Northfield, Illinois 60093; and its successors, assigns and wholly owned affiliates and subsidiaries and their respective divisions and groups, each of which are located within the U.S. Cookies means small files that are placed on your computer, mobile device or any other device by a website, containing details of your browsing history on that website, among other information. Website refers to Hoopis.com hpnuniversity.com, hpnelevate.com or any other website operated by HPN and accessible from the aforementioned URLs You means the individual accessing or using the Website, or the company or other legal entity on behalf of which such individual is accessing or using the Website, as applicable. The use of the Cookies Type of Cookies we Use Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when you go offline, while Session Cookies are deleted as soon as you close your web browser. HPN uses both Session and Persistent Cookies for the purposes set out below: Necessary / Essential Cookies Type: Session Cookies Administered by: Us Purpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that you have asked for cannot be provided; HPN only uses these Cookies to provide you with those services. Functionality Cookies Type: Persistent Cookies Administered by: Us Purpose: These Cookies allow us to remember choices You make when you use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide You with a more personal experience and to avoid you having to re-enter your preferences every time you use the Website. Your Choices Regarding Cookies If you prefer to avoid the use of Cookies on the Website, first you must disable the use of Cookies in your browser and then delete the Cookies saved in your browser associated with this Website. You may use this option for preventing the use of Cookies at any time. If you do not accept our Cookies, you may experience some inconvenience in your use of the Website and some features may not function properly. If you'd like to delete Cookies or instruct your web browser to delete or refuse Cookies, please visit the help pages of your web browser. For the Chrome web browser, please visit this page from Google: https://support.google.com/accounts/answer/32050 For the Firefox web browser, please visit this page from Mozilla: https://support.mozilla.org/en-US/kb/delete-cookies-remove-info-websites-stored For the Safari web browser, please visit this page from Apple: https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac For the Internet Explorer web browser, please visit this page from Microsoft: http://support.microsoft.com/kb/278835 Visit your web browser's official web pages to delete or refuse cookies Contact Us If you have any questions about this Cookies Policy, you can contact us: By email: info@hoopis.com By visiting this page on our website: https://hoopis.com/contact-us/ By phone number: (847) 716-1800 By mail: 790 Frontage Road #300; Northfield, Illinois 60093 This Policy is effective as of September 01, 2023. Last updated: October 09, 2023. Effective Date

HPN is here to help with the HPN University! HPN University offers a solution to help you and your agency thrive in today’s dynamic market. Whether you’re looking to scale your agents’ skills, improve their productivity, or provide more value to your team, HPN University has the resources you need. Take Advantage of Special Discount Pricing $500 per month $300 per month or $3,000 if paid annually Click Here! Developing Your Multiline Agency in a Changing Business Model As a multiline agency manager, you’re being asked to juggle A LOT of priorities on a daily basis. You’re also being required to manage all this within a wildly evolving business model. How do you multiply and scale your agent development efforts in this challenging environment? Why Choose HPN University? In a rapidly changing business landscape, it's essential to stay ahead of the curve. HPN University equips you with the tools and knowledge you need to not only keep pace but lead the way in agent development and business growth. Flexible Learning: Access training when you need it—on your schedule. Expert Resources: Tap into years of experience from professionals who’ve been in your shoes. Comprehensive Support: From motivational content to practice management tips, HPN University has it all. Interested In Discount Pricing? $500 per month $300 per month or $3,000 if paid annually Click Here! The HPN University provides American National Agencies with the following benefits: On-Demand Access to Top Experts and Agents in Financial Services Gain direct access to expert insights from top agents and industry-leading professionals and agents who understand your agents’ unique challenges. Tools to Add Value to Your Agents in Sales Skills, Practice Management, Motivation, and More From mastering sales techniques to motivating your agents and improving their daily operations, our tools cover all aspects of running a successful business. Develop Your Agents’ Knowledge and Skills with the Click of a Button Offer your agents continuous learning opportunities with easy access to training modules, expert-led seminars, and much more—all from the convenience of your desktop or mobile device Turnkey Resources for Agency Meetings to Save You Time and Energy Simplify your meeting preparations with our ready-made resources that streamline your agency’s meetings, so you can focus on what matters most: building relationships and growing your business.

Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. HOST is innovative learning and development designed to educate and empower home office employees and field staff. What are the benefits to your organization? Attract, develop and retain top talent in the home office and field. Empower employees to understand the impact they have on the clients they serve. Create efficiency through a scalable training system across the enterprise. Enhance the value of your current propriety training resources for a fraction of the cost. What is HOST? 500+ virtual microlearning modules designed to engage today’s modern learner. Flexible options for customizing and integrating content within your learning management system. Advanced reporting functionality to identify trends and increase accountability. Available in multiple languages and closed captioned to align with ADA guidelines. Why Invest in Your Home Office Employees and Field Staff? We’ve developed digital learning and development resources to help educate the backbone of financial services organizations: employees and staff. Our content, designed for the home office and/or field, will help employees and staff understand the impact their roles have on the individuals, families and businesses they serve. This new knowledge will empower employees to grow professionally leading to greater retention and productivity which has become even more important in this new era of “The Great Resignation.” Understanding Clients & Their Needs Generational Buying Differences The Need for Life Insurance Life Changes Series What Happens When Someone Dies Overview of College Planning Understanding Special Needs Financial Considerations of Divorce Introduction to Insurance Products & Principles Role of Life Insurance Understanding the Life Insurance Policy Understanding Underwriting Disability and Long-Term Care Insurance Overview of Annuities Contract Beneficiary Designation Understanding Medicare Overview of the Principles of Investing Basics of Investing Investment Strategies Mutual Funds Investment Choices Investment Analysis Variable Annuities Overview of Managed Money Understanding Financial Factors & Programs The Life Insurance Industry Personal Financial Series Individual Taxation Series Overview of Social Security Focus on Social Security Overview of Business, Estate & Retirement Planning Working with Business Owners Different Business Structures Managing Business Risks Executive Benefit Plan Estate Tax Planning Planning Strategies for Retirement Planning Strategies at Retirement General Employee & Staff Education How to Give a Presentation Time Management Success Financial Literacy Active Listening Skills HOST Content Covers the Following Topics and More Advanced Sales Call Center Representatives Broker Dealer Employees And more! Home Office Employees Field Agency & Advisor Staff Policy Owner Services Underwriting Department Marketing Department Our Employee and Staff Education Content Is Designed To Be Used With the Following Types of Groups: Interested In How We Can Help with Your Employee and Staff Training Needs? Contact Us Today What Could a College Education Cost What is a Variable Annuity? What Factors are Evaluated During Life Underwriting Overview of the Small Business Marketplace Deciphering Your Paycheck Overview of the Insurance Industry Introduction to the Role of Life Insurance Financial Risks That May Impact a Retirement Plan Why Understanding Social Security Matters Time Management Concepts and Practices Just Some of Our Learning and Sample Development Content for Employees and Staff: eLearning Knowledge Checks and Action Items for Performance Improvement Ability to Easily Enroll Learners in Courses and Learning Paths Reporting and Analytics for Greater Accountability Around Learning On Demand Classroom Training Modules (virtual and in person) Coaching Resources Including Guides, Assessments and Tutorial Videos Skill Assessment to Identify Strengths and Areas of Development Additional Tools and Resources In addition to our digital content, we also provide turnkey training and coaching tools for managers including: HOST is innovative learning and development designed to educate and empower home office employees and field staff.

Just drop us a line today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Contact HPN Just drop us a line today to explore how we can assist you in increasing your productivity. We look forward to hearing from you! Hoopis Performance Network 790 Frontage Rd #300 Northfield, IL 60093 Phone: (847) 716-1800

Financial wellness resources to differentiate your organization, Increase productivity and reduce turnover with employees and clients. Featuring approximately 200 learning modules FREE Trial Access Financial Wellness Resources to Differentiate Your Organization, Increase Productivity and Reduce Turnover with Employees and Clients! Organizations across all verticals are becoming increasingly aware of the need to increase financial wellness and empowerment among their employees and clients. Studies show doing so has many advantages from increased productivity to greater job satisfaction, to lower employee and client turnover. 90% 90% of employees feel it’s important for employers to offer financial wellness programs. 90% Number of employers promoting financial wellness expected to nearly double as 90% express concern for employees’ financial troubles. 75% 75% of employees claim an employer-sponsored financial wellness program would positively affect their financial stress. According to Recent Studies: Financial Empowerment Series Understanding Debt Understanding Budgets Understanding Credit & Credit Cards Understanding Income & Your Paycheck Understanding Buying or Leasing a Car Understanding Renting or Buying a Home Retirement Planning Series Planning Strategies for Retirement Planning Strategies at Retirement The Basics of Investing Understanding Annuities Overview of Social Security Focus on Social Security Overview of IRAs Insurance & Risk Management Series Overview of the Need for Life Insurance Overview of Disability Income Overview of Long-Term Care Critical Illness Coverage Overview of Personal Lines of Coverage / Multiline Products Understanding Medicare Life Changes Series Overview of College Planning Overview of Just Life Changes What Happens When Someone Dies Special Needs Planning for Children Financial Considerations of Divorce Overview of Planning Strategies for Widowhood Financial Wellness Digital Content Library Features Approximately 200 Learning Modules in the Following Areas and More: Download Our FREE Financial Wellness Digital Content Library Catalog Download Now Learn More The Financial Wellness digital content library features over 50 interactive financial calculators. Experience Our Financial Calculators Learn More The Financial Wellness digital content library offers an extensive collection of financial videos. Watch Our Financial Related Videos Learn More The Financial Wellness digital content library features over 750 financial wellness articles. View Our Financial Wellness Articles Dept Budget Insurance Retirement Automobile Mortgage Home Equity Savings Over 50 Financial Calculators, Extensive Video Library and Over 700 Articles for Financial Wellness: Worksite Marketing Employees Schools and University Students Home Office Employees & Field Staff Existing Clients Policyholders and Investors Association Members Our Financial Wellness Digital Content Is Designed To Be Used With the Following Types of Groups: 93% 93% of those who have taken a class save money vs. 84% of those who have not. 60% 60% of those who have taken a class have a budget vs. 46% of those who have not. 32% 32% of those who have taken a class have invested money vs. 17% of those who have not. According to the Council for Economic Education Students who have taken a class in personal finance are more likely to engage in financially responsible behaviors such as saving, budgeting, and investing. Financial Wellness Content Designed for Schools and University Students! Free Demonstration of Our Financial Wellness Content! Schedule a Demo Our platform has the tools and resources that are specifically designed to help educate students on reaching their financial goals, improving their financial literacy and to help them make the right financial decisions The Financial Wellness content library immediately provides an excellent ‘go-to’ resource for students who are interested in both understanding and improving their financial situation. Each individual session has its own 5 questions multiple-choice quiz and 5 personalized takeaways to enhance and reinforce the material. The video coursework provides close captioning and voiceovers in Spanish and other languages. We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive Featuring approximately 200 learning modules FREE Trial Access