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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!)

Digital Learning Solutions for Advisor Development Gain Trial Access and Experience Our Digital Content Today! Trial Access Sales Skills Prospecting Telephoning Factfinding Closing Sales Psychology Handling Objections Virtual Selling Generational Buying Differences Practice Management Goal Setting Time Management Activity Management Client Building Team Selling Staff Development Digital Practice Operational Best Practices Marketing Networking Social Media Marketing Target Marketing Cross-Selling Center of Influence Development Understanding Life Events Giving Presentations Product Knowledge Life Insurance Annuities Disability Insurance Understanding IRAs Qualified Retirement Plans Long Term Care Insurance Critical Illness Insurance Multiline Solutions Planning Concepts Saving & Investing Retirement Planning College Planning Business Planning Estate Planning Life Event Planning Overview of Social Security Understanding Medicare Motivation & Inspiration The Power of Purpose Mental Toughness Overcoming Rejection and Adversity Real Impact Stories Power of Risk Management Planning Check Out Just Some of the Topics Within Our Content Library Looking to get new advisors off to a fast start or reignite experienced advisors to get to the next level? Either way, our digital content and learning solutions are designed to fit your organization’s unique needs. Our content solutions are scalable, customizable and designed to increase advisor productivity and retention. Interested in a FREE “Test Drive” of Our Content? Test Drive 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 Advisor Development Tools and Resources In addition to our digital content, we also provide turnkey training and coaching tools for managers including: How to Conduct an Annual Policy Review History and Numbers Behind Social Security Choices for Medicare Coverage Understanding Social Security and FICA Tax How to Find Networking Opportunities The Financial Services Education Network content library provides the Science through hundreds of micro-learning modules focused on education and knowledge. Eszylfie Taylor – Personal Observation Strategies for Better Prospecting Tom Hegna – Don’t Worry, Retire Happy: 7 Steps to Retirement Security Sabine Robinson – Understanding the Art & Science of High Activity David Resseguie – 3 Powerful Tips for Building Better Phoning Habits Ellen Rogen – Leveraging Presentation Skills to Move Clients to Action The HPN University content library provides the Art by focusing on the skills, best practices and execution methods of the top experts and practitioners in financial services. Check Out Some of Our Sample Videos! We’ve combined the two most powerful digital content libraries in the world, equipping you and your advisors with the Art and Science of learning and development. Digital Learning Solutions for Advisor Development

Giving Advisors an Opportunity to “Test Drive” a Career in Leadership How Do You and Your Organization Identify Sale Management Potential? BenchBuilder™ was developed from LIMRA’s extensive leadership and management research as well as the Hoopis Performance Network’s field-tested systems & best practices. The curriculum allows sales reps and their sponsoring managers to collaborate on 16 management activities designed to provide a better understanding of a manager’s role. The purpose is to help both the organization and the management candidate determine whether a role in leadership is a fit. What Are You Doing To Build Your Bench Strength With the Next Generation of Leaders? Systematic Process for Management Development and Succession Planning With an increasingly aging sales manager population within financial services, there’s a huge opportunity to identify and develop sales reps who have leadership potential. It also helps an organization do their best to create a pipeline for organic growth, most have struggled to develop a systematic management development process. Too many organizations bring successful sales reps into a management role too soon. Just because someone is a successful producer, doesn’t mean they will be a successful manager. Manager turnover is even more costly than sales rep turnover because now you’ve lost not only a manager but also a good producer. Field Leadership Profile Feedback Report (sample) Recognize the importance of identifying, assessing, and developing successful leaders for the future of your organization! Download Sample How It Works The Field Leadership Profile uses multiple-choice questions to collect information about candidates’ past experiences, personal characteristics, and work judgment. Building on our new examination of field leadership competencies, each feedback report provides summary and detailed information for three key areas. You will learn candidates’: Expected performance on key field leader tasks Likely personal leadership impact Strengths and developmental needs on core leader competencies Each Feedback Report Also Includes: Interview questions for exploring candidates’ problem solving and business ethics Candidate selection summary page Customized development plan worksheet The Field Leadership Profile is available through LIMRA’s Web-based selection system that makes candidate selection effective, efficient, and timely. Test results are instantly computed and reports are available to your managers. The reporting system allows key people at your company to monitor and analyze test results. The Situation Field leaders play a pivotal role in your company’s profitability. It is critical to choose the right individuals for sales management positions: When leaders fail, production suffers, turnover climbs, and the bottom line takes a hit. How We Can Help You The Field Leadership Profile is a comprehensive assessment that helps you identify and develop successful sales leaders. It helps your organization focus on crucial facets of leadership candidates. The Field Leadership Profile BenchBuilder is designed to help organizations determine which of their sales reps should step into a management role. BenchBuilder provides a systematic, structured process to determine which path is best for a candidate: Sales or Management. Not everyone who completes BenchBuilder will move directly into a management role. Having BenchBuilder graduates on deck provides for a smoother transition in management succession planning. Systematic Process for Management Development and Succession Planning Learn How Building Bench Strength Works Go to How it Works Giving Advisors an Opportunity to “Test Drive” a Career in Leadership

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 Factfinding 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 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

QuickStart Edition Understand how today’s consumers really make financial choices. Engage consumers by aligning to their mindset and preferences. Internalize new language for obtaining favorable introductions and telephoning skills. Quickly build trust using proven engagement and collaborative discovery skills. Adopt peak performance psychology and productive habits for long-term growth. Your New Advisors Will: Get New Advisors Off to a QuickStart Today! Trustworthy Selling QuickStart Edition provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market. It is a sales effectiveness program that aids the development of advisors so they can settle in seamlessly. The program was developed to be utilized in conjunction with your organization’s existing, proprietary onboarding and initial training program. The Language of Trust Applying Behavioral Economics Techniques Language Demo: Building Trust, Rapport & Credibility Digital Networking Why People Procrastinate with Financial Products Take a Look at Some of Our QuickStart Edition Content! Schedule a Demonstration Contact Us QuickStart Product Sheet Download Download Now 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 QuickStart Edition Works: QuickStart Edition

A Network Built by the Elite for Those Who Wish to be Elite HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. Hoopis Performance Network Leadership Team Harry Hoopis Founder/Chief Executive Officer Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. LinkedIn Joey Davenport President & Principal – HPN Division Joey Davenport has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. Joey is a Certified Trainer, Master Coach and co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” LinkedIn Richard Cleary President & Principal – FSEdNet Division Richard “Dick” Cleary has 40 years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. He has designed curriculums and platforms for leadership development, producer training, employee/staff education and Financial Literacy. LinkedIn Miguel Taveras Chief Sales Officer Miguel Taveras brings nearly twenty years of experience in sales, sales management, and distribution to HPN; he is especially well-versed in financial services, as well as life and health insurance. Miguel has developed hundreds of leaders, companies, and teams in 40 US states and four countries. LinkedIn Melissa Peck Vice President, Client Experience Melissa brings over two decades of experience in the financial services industry. A Certified Coach with a Master’s Degree from the University of Essex (UK), Melissa blends her media and communications expertise to elevate client relationships and product development. LinkedIn Grace Egan Operations Manager Grace brings over a decade of global operations experience within the tech industry. A self-described “Jane of all trades”, Grace combines her unique background of workplace ops, employee experience, and HR to manage all things Operations at HPN. LinkedIn 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

Strategic Partners Leverage Our Strategic Partners to Increase Performance & Productivity The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Harry Hoopis and his team field tested the tools and resources within his very own “Living Laboratory.” Over 850 financial services companies in more than 70 countries around the world turn to LIMRA first to help them build their businesses and improve their performance. These members rely on our 90 years of industry experience, along with resources in Research, Consulting, Assessment, Development, Compliance and Regulatory Services. Visit Website Why choose us, our clients choose to work with rekroot because of our integrity and effectiveness, through innovative ways to serve as your resource for achieving growth goals. Our mission, what this means to you is, we invest the time to listen and understand, by reviewing your current progress, in line with where you want to be as an office and team. What we do, the real benefit is we will provide a personalized comprehensive analysis that aligns with your goals, values and objectives with actionable items. Visit Website Through our millions of profiles of people for over 3,500 organizations, we have developed highly sophisticated ways to measure these success factors using a variety of proprietary normative profiles. SMG is a leader in talent management solutions, partnering with clients worldwide to help them attract, select, retain, and develop top potential employees. Now the largest sales profiling company in the world, our online system is available 24/7, 365 days a year in 45 countries and in over 40 languages. Our Predictor of Potential (POP™) is a definitive example of our innovative and science-based approach. The POP™ has been thoroughly validated regularly since its creation in 1978 – and we are always improving upon it. The POP™ has become the basis for our other proprietary profiles. Visit Website Verztec is a leading ISO 9001:2015 full-service Globalization Company trusted by hundreds of renowned global brands such as Google, Siemens, Fedex, Novartis, Bayer, Shell, UBS, P&G, Sony, Johnson & Johnson, Samsung, HSBC. We partner with clients and provide integrated services to help them reach new markets better. Established since year 2000 with Head office in Singapore, Verztec enables clients across various sectors to communicate effectively in more than 100 languages and build profitable revenue streams as they expand overseas. Verztec assists companies around the world to Design, Develop, Localize and Publish their global communication messages in over 100 languages across various channels. As a Leader in Conference Interpreting solutions, Verztec provides professional translation, conference interpreting equipment and simultaneous interpretation for seminars and conferences in the Asia Pacific region. Visit Website Finseca is the only member-driven community that helps you grow your business and network. Finseca offers unmatched education, networking and career growth to life insurance pros. Finseca’s sole focus is on creating an environment that enables people to protect and enhance financial well-being — for themselves, their families, and their businesses. Simply put, financial security for all. With nearly 6,000 members, Finseca represents and serves the entire financial security profession, regardless of role, marketplace, or experience. Finseca members provide life insurance and retirement planning solutions that protect the dreams and promote the prosperity of the American people. Visit Website 25 Point System’s software platform for on-boarding and developing new advisors helps managers attract, retain and grow a digital-age field force by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability. Modeled after 25 Point Systems under John Baier’s industry-renowned 25-Point System. 25 Point Systems includes engaging features like leaderboards and a team-based social media feed. Built-in skill development tools introduce micro-learning content, and provide an interface that enables a producer to record scripts and selling techniques, submit to their trainer, manager or mentor, and gain feedback any time of day. At its core, the concept is built on game-like levels, allowing assignments, skill development and production goals to be set for each producer, and utilized as the criteria for incentives, rewards, and advancement opportunity. Visit Website Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens also seeks to remind people of the important role insurance professionals perform in helping families, businesses, and individuals find the insurance products that best fit their needs. Life Happens does not endorse any product, company or insurance advisor. Its only interest is seeing that consumers get the coverage they need to protect themselves and their loved ones. Visit Website

Two Pricing Options Are Available: Basic and Premier The Premier package provides everything in the Basic package but also includes Validation Study & Customization of Reporting Scales. The talent management and acquisition software designed by us is the perfect solution for all talent recruitment related problems of any organization. Basic Package MEMBERSHIP INCLUDES: Screening Tool – POP Screen (Unlimited) Select Tool – POP 7 ($30/Profile) Custom Brand Career Site Job Postings on Selection Job Boards (Unlimited) Reporting Analytics Validation Study & Customization of Reporting Scales (N/A) $795(USD) / Year + 1-Time Setup Fee $295(USD) Contact Us to Purchase Premier Package MEMBERSHIP INCLUDES: Screening Tool – POP Screen (Unlimited) Select Tool – POP 7 ($30/Profile) Custom Brand Career Site Job Postings on Selection Job Boards (Unlimited) Reporting Analytics Validation Study & Customization of Reporting Scales $495(USD) / Month + 1-Time Setup Fee $495(USD) Contact Us to Purchase

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“The successful manager builds the organization, and the organization builds the business.” Harry Hoopis – CEO, Hoopis Performance Network Firm Foundations is a leadership development experience designed to equip agency managers and their teams with systems, tools and best practices for building a successful, sustainable organizations. With over 3,000 graduates of the program, we have worked with many companies to develop a custom learning experience based on the organization’s unique management development needs. Firm Foundations Programs Offerings HPN offers three Firm Foundations programs designed to address specific agency building functions. Systems for Success Talent Acquisitions Coaching & Accountability Philosophies, beliefs and guiding principles A turnkey, systems approach to agency building Increased recruiting and selection results Get new recruits off to a fast start Grow experienced advisor productivity Create a culture of accountability Leadership team alignment Strategic and tactical Performance Plan Firm Foundations Attendees Receive the Following Benefits: “This is the best leadership program I’ve attended in my 25 years in the business.” “This program should be required for all Managing Partners.” “This was a high-touch experience! Hoopis and his team provide the playbook for getting advisors to the 5th year.” “Brings the vision of a great agency into reality. Agency management at the Master’s Degree level, anyone desiring to build a mega agency needs to attend.” “Firm Foundations is a step-by-step process on how to implement a successful management career in the financial services industry.” “One of the most worthwhile leadership programs I have ever attended! A close and personal look at one of the finest firms in our industry including Hoopis’ secrets of success.” Testimonials – What Others Are Saying Campus & Specialty Recruiting When you are in recruiting mode, you want other options than just referrals. This is another great way to add to the funnel. In regards to campus recruiting, attendees will learn how to segment schools that will bring the most quality to their organization. Learn how to stand out among competition on campus. Specialty recruiting focuses on target markets such as veteran and women recruiting. If that is a focus of an office, they will learn different strategies to enter and attract candidates from those markets. Recruiting: Widening the Funnel In this segment, we provide insights and best practices on the Art and Science of effective selection systems. We begin by addressing The Science which involves utilizing assessment and profiling tools in the selection process. Then we address The Art which includes behavioral interviewing techniques and ideas to help you identify the traits of high quality candidates. Financial Advisor Panel In this Firm Foundations favorite, participants will have an opportunity to hear from three top producers at various stages in their careers. These financial representatives will share insights on their sales process, language they utilize and how they sustain high levels of activity. They will also share how they are able to maintain focus while overcoming adversity that comes with the career. Training Systems, Tools & Best Practices In this session, we will focus on the unique things we have created to enhance and systematize our training systems. We will focus on how to position training & development during the recruiting process as well as best practices, new ideas and tools for pre-training, initial training and ongoing training. Participants will receive ideas on how to create your own “University” by leveraging various resources available to them. Creating a Culture of Accountability The foundation of an effective development system is clearly defined expectations as well as rewards / consequences. This session will reveal the various components of the Hoopis Financial Group’s Expectations Matrix as well as how it is implemented throughout the development process from a tactical standpoint. We will also focus on daily, weekly, monthly and quarterly coaching & development systems to increase accountability and get producers off to a fast start in the business. Coaching Veteran Advisors During this session, Harry Hoopis will discuss strategies on how to most effectively coach veteran representatives. In addition, they will provide insights into how to get veteran representatives to think “bigger” about their practices. Finally Harry will share insights on how to motivate them to continuously increase their productivity and commitment to lifelong learning. Contests and Recognition Harry will focus on a topic that is rarely addressed in leadership development workshops: best practices on running contests and incorporating recognition into your organization’s culture. He will share ideas on creative contests to coordinate as well as best practices for leveraging contests to increase your organization’s productivity. Copy of Contests and Recognition This session will provide participants with an opportunity to identify their organizational strengths as well as areas of opportunity regarding their training & development systems. Each participant will work with members of their leadership team to determine what they should continue doing, stop doing and start doing based on the ideas and best practices they have discovered during the workshop. Everyone will leave with a specific action plan to implement immediately. Corporate Model of Agency Building Harry will share his expertise around creating a vision and then doing the things necessary to make that vision become a reality. He will focus on the various models of building a network office and the evolution from a small to a large organization, in particular as it relates to training and development needs. Recruiting & Selection Systems and Best Practices In this segment, Harry Hoopis will provide insights and best practices on how he developed recruiting and selection systems throughout his 45 year career. He will touch on the GAMA Foundation’s Research that identified best practices of top performing organizations. Harry also addresses selection systems including the science which is selection profiles as well as the art which includes behavioral interviewing to help you select high quality candidates. Recruiting: Widening the Funnel Haley Lelah will focus on the most effective sources for recruiting leads as well as the various systems implemented within the organization to “widen the funnel.” She will share ideas on how to generate advisor referrals to potential recruits as well as how to develop a recruiting culture. Haley will conclude with best practices regarding communication and holding each leadership team member accountability for recruiting. Connecting with the Next Generation of Sales Talent Joey Davenport will share LIMRA research that highlights what Generation Next (ie. Gen X & Y) is looking for in a career vs. how managers and recruiters are positioning the opportunity. There is a major disconnect between the two and he will share valuable insights into how you can start positioning the career opportunity to attract this next generation of sales talent. Implementing the Hoopis Systems and Managing Change During this session, you will hear from a Managing Partner who was appointed to a small, struggling firm in Chicago. This field leader’s team began to implement the Hoppis systems and best practices within the firm. Within their company, this firm is now recognized as one of the top in the nation regarding recruiting, productivity and retention. This segment provides a great example for participants of how to embrace change and implement new systems to take your organizations to the next level. Building a Top Branch Office Jenica Delrose will drill down and share the systems, processes and best practices they have implemented for recruiting, selection, training and development. She will discuss some of the challenges they have faced as well as how they prioritized the systems that needed to be implemented immediately and the process they followed along the way. Attracting the Ideal Candidate Identifying your ideal candidate is where recruiting begins. Understanding the characteristics of who you are looking for is important to get your team on the same page. During this session, we help you identify your idea candidate and create the value proposition to attract them. Online Branding and LinkedIn eRecruiting What first impression is your organization presenting to potential recruits? We will address this question specifically as it relates to online branding and social media marketing. We will also share how to create a habit in LinkedIn and source your ideal candidate in new and innovative ways. This session will allow you to walk away with key take-a-ways on generating a search engine that will work for you. Creating a Recruiting & Referral culture Studies show the most efficient method to bring new recruits into the business is through referrals. This session will equip participants with field-tested ideas on how to create, market, and conduct one-on-one meetings with existing advisors to generate referrals. We will also share proven, plug-and-play ideas for agency recruiting contests. A referral culture takes time to develop but this will show you how to start or uplift your current referral culture. Firm Foundations Broken Down Into Modules Our informative modules contain effective business management and development methodology that help in increasing employee productivity and retention. Free Consultation To Determine Which Firm Foundations Program Is the Right Fit for Your Organization. Schedule Consultation Download the Creating a Culture of Accountability Systems Assessment. Download Now