Fast Start

1
Fast 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.

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 plan
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 Asso
ciate Level 4320 51,840 Senior Associate
5280 63,360 Marketing Director 5952 71,4
24 Senior Marketing Director 7776 93,312
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OUR MARKET
We want to give everyone a chance 1. TO
LEARN 2. TO EARN 3. TO BECOME BUSINESS
OWNER
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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.

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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
• 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 ( 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 )

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2. To Build Experience and Knowledge
Set up Appointments 10 Field Training ( Learn
from your leader ) Client Home or At WFG
Office
3. To Make Money
Get Licensed. Life and Health license exam 62
(as of 12/2013) 150 Questions only need 70 to
pass
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TheBusiness Pipeline

• Fundamentals of the System
• Target Market List
• Associate FieldTraining
• Big Events

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Compensation
Senior Marketing Director 81
Marketing Director 62
Senior Associate 55
Associate 45
Training Associate 30
How can you move from TA to A A to SA SA to
MD or SMD
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1st . 30 Days Focus On
3-3-30 Good
You
A
C
B
5-5-30 Great
10-10-30 Super Star
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2nd . 30 Days Focus On
Helping your 3 Recruits
Recruit is not a Recruit until they have a
Recruit under them
You
B
A
C
A
C
B
A
C
B
A
C
B
Study to get license
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3rd . 30 Days Focus On
Help your team build Wide and Deep To find a
super star
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What would you prefer to do?
OPTION A
OPTION B
START 1
A
C
MONTH 1 3
B
MONTH 2 9
Study
6 MONTHS
3
3
3
3
3
3
3
3
3
MONTH 3 27
9
9
9
9
9
9
9
9
9
MONTH 4 81
MONTH 5 243
27
27
27
27
27
27
27
27
27
LICENSE
MONTH 6 729
81
81
81
81
81
81
81
81
81
License 0 Team
License 729 Team
VS.
No where to go
Plenty of places to go
VS.
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SUMMARY
1. Company Good (YES) 2. Product
Good (YES) 3. In It (YES)
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?)