Fast StartFast Start

2

A. Combines 3 Industries into ONE

1. Insurance 2.Investment 3. 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:

– Converting people from spenders to savers.

For Internal Training and Education Purpose Only

3

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 401k/403B

Whole Life IRA/Roth IRA

Universal Life Annuity

Indexed Universal Life Mutual Fund

Global IUL College Education Fund

Variable Universal Life Long Tern Care & Disability

For your protection plan

For your retirement planFor Internal Training and Education Purpose Only

4

How Much the Company has Paid out to the Field?

More than $2 Billion For the last 10 years

2,000,000,000 ( Two Thousand Million )

200,000,000 Per Year ( Two Hundreds Million )

If you open 1 Account/week = 4 per month 200 X 12m = 2400 points

Level Monthly Yearly

Associate Level 4320 $51,840

Senior Associate 5280 $63,360

Marketing Director 5952 $71,424

Senior Marketing Director 7776 $93,312

For Internal Training and Education Purpose Only

5

OUR MARKETOUR MARKET

95%

We want to give everyone a chance:

1. TO LEARN

2. TO EARN $$$

3. TO BECOME BUSINESS OWNER

For Internal Training and Education Purpose Only

6

What is WFG?What is WFG?• WFG is a marketing company using relationship

marketing principles.– Relationship Marketing:

Work with a system and warm market that refers you to other potential clients and/or associates.

For Internal Training and Education Purpose Only

7

InviteTuesday 6.30 PM

Saturday 9.30 AM

1 On 1

( 13140 Coit Rd Suite 220. Dallas, TX 75240 )

Type of Market

A.Warm market ( Friend, Family, Co-Worker…..)

B.Friendship borrowing ( Who do they know, can do biz )

C.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 ( Someone like your friend, brother, sister….)

2. Opinion ( Someone who you look up to )

3. Need you to come ( Someone that looks up to you )

To Grow in the BusinessTo Grow in the Business

For Internal Training and Education Purpose Only

8

Set up Appointments

10 Field Training ( Learn from your leader )

Client Home or At WFG Office

2. To Build Experience and Knowledge2. To Build Experience and Knowledge

3. To Make Money3. To Make MoneyGet Licensed.

Life and Health license exam $62 (as of 12/2013)

150 Questions – only need 70% to pass

For Internal Training and Education Purpose Only

9

TheBusiness Pipeline

TheBusiness Pipeline

• Fundamentals of the System:– Target Market List– Associate Field

Training – Big Events

For Internal Training and Education Purpose Only

10

CompensationCompensation

Training Associate 30%

Associate 45%

Senior Associate 55%

Marketing Director 62%

Senior Marketing Director 81%

How can you move from

TA to A

A to SA

SA to MD or SMDFor Internal Training and Education Purpose Only

11

A CB

For Internal Training and Education Purpose Only

12

A CB

A CB A CB A CB

For Internal Training and Education Purpose Only

13

Help your team build Wide and Deep

To find a super star

For Internal Training and Education Purpose Only

What would you prefer to do?What would you prefer to do?OPTION

A

A CB

3 3 3 3 3 3 3 3 3

9 9 9 9 9 9 9 9 9

LICENSE

OPTION B

START = 1

MONTH 1 = 3

MONTH 2 = 9

MONTH 3 = 27

MONTH 4 = 81

MONTH 5 = 243

MONTH 6 = 729

Stu

dy

License + 0 Team

No where to go

License + 729 Team

Plenty of places to go

VS.

VS.

6 M

ON

TH

S

For Internal Training and Education Purpose Only 14

15

1. Company Good (YES)

2. Product Good (YES)

3. $$$ In It (YES)

SUMMARYSUMMARY

To grow in the business you need to:

Invite

To Build your Experience and Knowledge you need to:

Set up Appointments

To make Money you need to

Get license

Can you do it? (YES / NO)

( It is not, can you do it …

It is WILL you do it?)

For Internal Training and Education Purpose Only