Fast Start
A. Combine 4 Industries into ONE
1. Insurance
2.Investment
3. Mortgage
4. Debt Management
# Be in business for yourself, but not by yourself. # Represent hundreds of companies, not just one to the consumer. # Learn from a leadership team with vast experience in the financial services industry.
The WFG Mission: To help families achieve financial independence. How WFG Achieves its Mission: Challenging people to change their habits of spending and save/invest more.
A. Provider
-You can help your client choose from a variety of product providers. -You help them find the product that fits their needs, not fit them into a product. Term Life Whole Life Universal Life Indexed Universal Life 401k/403B IRA/Roth IRA Annuity Mutual Fund
Global IUL
Variable Universal Life # For protection
College Education Fund
Long Tern Care & Disability
# For retirement plan
How Much the Company Paid out to the Field?
More then $2 Billion For the last 10 years
2000,000,000 ( Twenty Thousand Million ) 200,000,000 Per Year ( Two Hundreds Million )
If you open 1 Account/week = 4 per month 200 X12 = 2400 points
Level
Associate Level
Senior Associate Marketing Director Senior Marketing Director
Monthly
4320
5280 5952 7776
Yearly
30k-50k
45k-80k 60k-100k 80k-120k and more
4
OUR MARKET
We want to give everyone a chance:
1. TO LEARN
95%
2. TO EARN $$$ 3. TO BECOME BUSINESS OWNER
To Grow in the Business
Invite
# Tuesday 6.30 PM # Saturday 9.30 AM # 1 On 1 ( 13140 Coit Rd Suite 220. Dallas, TX 75240 ) Type of Market A. B. C. Warm market ( Friend, Family, Co-Worker..) Friendship borrowing ( Who do they know, can do biz ) Cold market ( Turn them to warm first )
Work with your warm market first I just got started with this company (WFG), and I need your.. 1. Help 2. Opinion 3. Need you to come ( Someone like your friend, brother, sister.) ( Someone who you look up to ) ( Someone that look up to you )
6
2. To Build Experience and Knowledge
Set up Appointment
# 3 Filed Training ( Learn from your leader )
# Client Home or At WFG Office
3. To Make Money
License. # Life license $60 #100 Question need 70% to passed.
7
Compensation
Senior Marketing Director Marketing Director 81% 62%
Senior Associate
Associate Training Associate
55%
45% 30%
How can you move from
TA to A
A to SA
SA to MD or SMD
8
1st . 30 Days Focus On:
2nd . 30 Days Focus On:
# Helping your 3 Recruits # Recruit is not a Recruit until they have a Recruit under them
A ,
10
3rd . 30 Days Focus On:
# Help your team build Wide and Deep To find a super star
#Study to get license
11
What would you prefer to do?
OPTION A OPTION B
START = 1
A
6 MONTHS
MONTH 1 = 3 MONTH 2 = 9
Study
3 9
3 9
3 9
3 9
3 9
3 9
3 9
3 9
3 9
MONTH 3 = 27 MONTH 4 = 81 MONTH 5 = 243
LICENSE
License + 0 Team No where to go VS. VS. License + 729 Team Plenty of places to go
MONTH 6 = 729
SUMMARY
1. Company Good 2. Product Good 3. $$$ In It # To gown in the business you need to: Invite (YES) (YES) (YES)
# To Build your Experience and Knowledge you need to:
Set up Appointments # To make Money you need to
Get license
Can you do it? ( Is not can you do it Its do you WANT to do it?)
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(YES / NO)
