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Creating Wealth From Home Program Set-Up Distributors Training Guide TM.

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Presentation on theme: "Creating Wealth From Home Program Set-Up Distributors Training Guide TM."— Presentation transcript:

1 Creating Wealth From Home Program Set-Up Distributors Training Guide TM

2 Getting Started I.This PowerPoint will work to familiarize you with the process and docs involved in becoming an approved Client of The Universal Group. A.Distributor Application B.Agreements

3 Step 1: Distributor Application Complete the Distributor Application –Can be found at –Complete Distributor Application in entirety –Sign Client Application –Include copy of VOIDED Check –Include Articles (applicable if LLC or INC) Fax or Distributor Application to Universal –Include: copy of Voided Check & Articles –Fax: –

4 Step 2: Agreements Upon receipt of Distributor Application, Agreements will be sent to you via –Purchase Agreement/Collections Agreement (6-7 pg. Document) –Agreements will outline the Finance Program to include terms, rates, etc. Execute Agreements and Fax or Attn: Compliance Department (816) Fax

5 Program Approval You are now APPROVED to start submitting new business! (upon receipt of executed Agreements) –Login information for the Automated System will be provided –Training will be readily available

6 Contact Us Please feel free to contact me directly if there is any way that I may be of assistance. Client Services


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