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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

The Financial Wellness content library features over 50 interactive financial calculators, approximately 200 learning modules, and over 750 financial wellness articles. (Try Out These For FREE!) Vehicle Payment Calculator Estimate your monthly car payments based on the price, loan terms, trade in value and more. Try Out Calculator Home Equity Calculator Home equity loans can be used to consolidate multiple payments into a single monthly payment. Try Out Calculator Retirement Income Estimator What monthly income will your retirement savings provide? Try Out Calculator Save for College Calculator Saving for a college education requires advanced planning and knowledge of the cost. Try Out Calculator Save or Pay Off Debt Calculator Saving vs using the money you have in savings to pay down debt. Try Out Calculator Calculate Your Life Insurance Needs How much you need is best decided by working with a financial planner. Try Out Calculator Financial Calculators The Financial Wellness digital content library features over 50 interactive financial calculators. (Try Out These For FREE!) Test Drive Schedule a Demo We Offer Even More Financial Wellness Tools & Resources to Empower a Stronger Financial Future We invite you to take a test drive or explore our full suite of financial wellness resources designed specifically for Home Office Employees, Field Staff, Existing Clients, Association Members, Worksite Marketing Employees, and Students. Our digital content library features more than 200 learning modules, over 50 interactive calculators and more than 750 financial wellness articles. Click on the links below to learn more or schedule a test drive. Why Diversification is Essential Most people are familiar with the adage,” Don’t put all of you eggs in one basket”. Watch This Video Budgeting Made Simple Tools we have at our disposal to keep tabs on our personal finances and build for our future. Watch This Video Understanding Homeowners Additional Coverage In most cases lenders will accept the replacement cost as acceptable coverage. Watch This Video What Do The Numbers on My SS Card Mean? A Social Security number is a 9-digit number that is issued to United States citizens and residents. Watch This Video Financial WellnessVideos The Financial Wellness digital content library features approximately 200 learning modules. (Try Out These For FREE!) Financial Literacy - Teaching Kids About Money Parents are a crucial part of their children’s financial education. View This Article Financial Literacy - A Strong Financial Foundation Begin talking about the financial partnership you’ll be forming together before the nuptials. View This Article Financial Literacy - Child With Special Needs Planning Ensure that your child with special needs receives the best possible care in all aspects of his/her life. View This Article Financial Literacy - Retirement and Medicare For Americans 65 and older, any conversation about health care must include Medicare. View This Article Financial Literacy - Social Security and Retirement Nearly nine out of 10 Americans aged 65 or older currently receive Social Security. View This Article Financial Wellness Articles The Financial Wellness digital content library features over 750 financial wellness articles. (Try Out These For FREE!)

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

Trustworthy Selling offers three proven learning editions. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents. A Sales Effectiveness Program with Proven Results Over 20,000 graduates across the globe. 25+% increases in productivity. Recognized by Selling Power as one of the top sales training companies. ROI Institute’s Top Case Studies of the Year. Proven Results and Industry Recognition: Improve connections with understanding buyer psychology and behavioral economics. Adapt selling style to maximize communication flexibility. Obtain high quality favorable introductions with confidence. Increase engagement and build stronger relationships through the art of questioning. Deepen existing client relationships through strategic client management practices. Integrate the habits and peak performance psychology of top performers. Designed To Help Financial Professionals Succeed Through: QuickStart This editions is for Financial Representatives just starting out, with less than one year in the business. Learn More Professional This edition is for Experienced Financial Representatives who have been in the business 1+ years. Start Now MultiLine This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Start Now Learning Editions for Every Step in an Advisors Journey Trustworthy Selling offers three proven learning editions. Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include QuickStart for new advisors, Professional for experienced advisors and MultiLine for property and casualty agents. “We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.” Dave Porter – Managing Partner, Baystate Financial Services Blended Learning This editions is for Financial Representatives just starting out, with less than one year in the business. Virtual Classroom This edition is for Experienced Financial Representatives who have been in the business 1+ years. Self-Study This edition is for the Multiline Financial Representatives who need to pivot to the Life and Financial service products. Flexible Delivery Models Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study. Premium P&C productivity Retention Placed Policies Investment Gross Revenue The Proof is In the Numbers 25% 25+% Lifts Across the Board Download Module Descriptions Download Now Schedule Some Time With Us to Learn More Let's Talk Download Mutual of Omaha Case Study Download Now A Sales Effectiveness Program with Proven Results

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. End User License Agreement Please read this End-User License Agreement carefully before clicking the "I Agree" button, downloading, or using HPN Apps. BY CLICKING THE ”I AGREE” BUTTON, AND/OR USING THE APP, YOU ARE CONSENTING TO BE BOUND BY THIS AGREEMENT. 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 End-User License Agreement: Agreement means this End-User License Agreement. Application or App means the software program provided by HPN and downloaded by you to a Device. 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Financial Wellness Save for College Calculator: Saving for a college education requires advanced planning and knowledge of the cost. Try Our Save for College Calculator Saving for a college education requires advanced planning and knowledge of what the cost of a college education will be when your student begins his college experience. Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! Tools and Resources for Leaders at Every Stage of Their Career! Successful Organizations Understand One of the Most Important Investments You Can Make Is in Your Leaders and Managers. This begins by identifying which financial advisors have a propensity to lead and providing them with an opportunity to easily “test drive” a career in leadership. Once they officially take a leadership role within in the organization, there are a variety of skills and systems they will need to develop throughout their career to become successful. We provide the tools and resources needed to help your leaders throughout their entire leadership journey! This is a leadership development experienced designed for Agency Managers and their leadership teams. This program provides the systems, tools and best practices for building a successful, thriving organization. The curriculum can be customized based on an organizations needs. Learn More We offer an array of solutions to help organizations field their ideal candidates, attract them to the firm and select the top performers using both the art and science. Resources such as Coaching & Consulting, Contact Recruiting, Live Workshops and Selection Tools. Learn More Schedule a Complimentary Consultation Today! Schedule Now! Let Us Identify How We Can Help with Your Leadership Development Needs Tools and Resources for Leaders at Every Stage of Their Career!

Free downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. (PDF format). Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

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

For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Why Choose HPN Dave Porter Baystate Financial Services “I am the biggest fan of Hoopis Performance Network. It is spot-on as it relates to training, timeliness of updates, powerful presenters, and true take-away value. You cannot beat it for the price and, more importantly, the quality.” Michelle Hubert Farm Bureau Financial Services “Utilizing Hoopis Performance Network to enhance Agent development has been life-changing for our leadership team and for our Agency!! Partnering with HPN is definitely one of the best investments in my Agency I’ve made – I would highly recommend this resource to any sized Agency!” Bill Pienias Fin Fit Financial “We’ve worked with HPN to develop field-tested systems for training, accountability and leadership development. They have provided valuable perspective and resources that are positively shaping our performance at all levels in our company.” Transforming Leadership in Financial Services Learn More Helping leaders succeed at every stage of the leadership journey. Learn More Empowering financial advisors with skills and training to create strong client relationships. Learn More Digital Learning & Development Solutions for a New World! For more than a decade, Hoopis Performance Network and FSEdNet have been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty-five countries throughout the world leverage us to help them keep pace with the ever-evolving challenges of learning and development in the new normal we are all experiencing. Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Get Your Solution HPN News Blog Hoopis Performance Network Partners with LIMRA to Offer EDGE: The Leader’s Journey to Member Companies Chicago, Illinois — Hoopis Performance Network (HPN), a leader in financial services learning solutions, is expanding its decade-long... Hoopis Performance Network Hoopis Performance Network and Leadercast Announce Strategic Partnership to Redefine Leadership Development in Financial Services Chicago, Illinois – Hoopis Performance Network (HPN), a global leader in learning and development in financial services, recently... Hoopis Performance Network NAIFA and Hoopis Performance Network Partnership We are thrilled to announce an exclusive partnership between Hoopis Performance Network (HPN) and NAIFA, a groundbreaking collaboration... Hoopis Performance Network Leadership Tools Building Your Bench / Agency Leader Training / Recruiting & Selection Learn More Sales Effectiveness Sales Effectiveness Program with Proven Results Learn More Digital Learning Digital Learning & Development Solutions for a New World Learn More Transforming Leadership in Financial Services Learn More Helping leaders succeed at every stage of the leadership journey. Learn More Empowering financial advisors with skills and training to create strong client relationships. Learn More