Fast Start

For Internal Training and Education Purpose Only 1. Company Good 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

For Internal Training and Education Purpose Only 2. Product Good 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 For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 3. Money In it 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

For Internal Training and Education Purpose Only OUR MARKET We want to give everyone a chance: 1. TO LEARN 2. TO EARN $$$ 3. TO BECOME BUSINESS OWNER 95% For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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. Relationship Marketing: WFG is a marketing company using relationship marketing principles. (The illustration represents their natural warm market.) Ask the audience how they would feel if a family member or friend told them by word of mouth about a company or a movie. They typically would trust the source and the recommendation. Word of mouth is the best form of advertising for reaching your market because it comes from someone you trust and respect. And so the chain continues as your friends and family tell other people about the great service they got from you. Show them how the illustration shows that. You help your warm market and then they refer you to others in their warm market, and so on. WFG uses that principle to tell people about its business and relies on a warm market approach to get referrals. For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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 ) For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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 For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only The Business Pipeline Fundamentals of the System: Target Market List Associate Field Training Big Events The purpose of this slide is to highlight three important parts of the Business System. Each component of this list is defined and further explained in following slides. For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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 For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 1st . 30 Days Focus On: 3-3-30 Good You A B C 5-5-30 Great 10-10-30 Super Star For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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 B C A B C A B C Study to get license For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 3rd . 30 Days Focus On: 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? OPTION A OPTION B START = 1 A B C MONTH 1 = 3 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 VS. License + 729 Team No where to go VS. Plenty of places to go For Internal Training and Education Purpose Only

For Internal Training and Education Purpose Only 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?) For Internal Training and Education Purpose Only