1. Fast Start

2. For Internal Training and Education Purpose Only
1. Company Good
A. Combines 3 Industries into ONE
1. Insurance Investment 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. 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 k/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

4. 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 X 12m = 2400 points
Level Monthly Yearly
Associate Level $51,840
Senior Associate $63,360
Marketing Director $71,424
Senior Marketing Director $93,312
For Internal Training and Education Purpose Only

5. 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

6. 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

7. For Internal Training and Education Purpose Only
To Grow in the Business
Invite
Tuesday PM
Saturday 9.30 AM
1 On 1
( Coit Rd Suite 220. Dallas, TX )
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

8. 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

9. 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

10. For Internal Training and Education Purpose Only
Compensation
Senior Marketing Director 81%
Marketing Director 62%
Senior Associate %
Associate %
Training Associate %
How can you move from
TA to A
A to SA
SA to MD or SMD
For Internal Training and Education Purpose Only

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

12. 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

13. 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

14. 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 Team
No where to go
VS.
Plenty of places to go
For Internal Training and Education Purpose Only

15. 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