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YOUR DREAMS,  OUR STRATEGIES ®
<ul><ul><ul><li>AEGON N.V. is an international life insurance, pension and investment group based in The Hague, The Nether...
Our Industry Support WFG associates must be properly appointed, licensed and/or registered to do business with the above-l...
7 Ms <ul><li>Mission </li></ul><ul><li>Man Power </li></ul><ul><li>Management System </li></ul><ul><li>Methods and Means <...
Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Too much liabilities and debt </li></ul><ul><li>Under protect our...
Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Social Security:  </li></ul><ul><ul><ul><ul><ul><li>Year 1945 Emp...
Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Inheritance:  </li></ul><ul><ul><ul><ul><ul><li>2006 AARP (Americ...
Mission <ul><li>Team  F. I. R. S. T </li></ul><ul><li>F aith,  F amily,  F riends,  F inance,  F itness  </li></ul><ul><li...
Man Power  <ul><li>Qualified the market (8 pointer)  </li></ul><ul><li>25 years old +   </li></ul><ul><li>Married </li></u...
Man Power  <ul><li>Type of Personality </li></ul><ul><li>S: Structural </li></ul><ul><li>T: Technical </li></ul><ul><li>A:...
Management System
Methods and Means Field Training is the CORE of the business Recruiting is the KEY to the business
Materials <ul><li>Presentation folder </li></ul><ul><li>Opportunity booklet </li></ul><ul><li>Transamerica Zack Jonson she...
Materials <ul><li>Material distribution online:  </li></ul><ul><ul><ul><ul><ul><li>1) Wfg-online.com </li></ul></ul></ul><...
Money 9 Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying fo...
Money TA 35% A 45% MD 62% SMD 81% 3/3/30 <ul><li>5 Licensed Agents </li></ul><ul><li>Promote 1 Associates </li></ul><ul><l...
Money <ul><li>Those who join our company seem to fall into one of these four categories: </li></ul><ul><ul><ul><li>Part-Ti...
Money Timing is Everything 15 About.com:  Senior Living, Baby Boomers,  October 2009.
Build a Business You Can Be Proud Of In order to qualify for participation in contests, and to receive prizes and awards, ...
Build a Business You Can Be Proud Of We work hard and have fun.  We believe in giving back. Be a part of a history making ...
Measure of Success <ul><li>Dan Charlier </li></ul><ul><li>Penney Ooi </li></ul><ul><li>Rich Thawley </li></ul><ul><li>Hari...
Measure of Success <ul><li>1 st  Step  Start field training + Attend class training </li></ul><ul><li>2 nd  Step  Complete...
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Business 7 ms fast start

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See why indexed universal life is the best investment to put your money without being affected by market volatility and economic uncertainty. Visit http://www.gofinancialsd.com for more eye opening informations / videos.

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  1. 1. YOUR DREAMS, OUR STRATEGIES ®
  2. 2. <ul><ul><ul><li>AEGON N.V. is an international life insurance, pension and investment group based in The Hague, The Netherlands. </li></ul></ul></ul><ul><ul><ul><li>AEGON N.V. has businesses in more than 20 markets in the Americas, Europe and Asia. </li></ul></ul></ul><ul><ul><ul><li>AEGON N.V. was ranked one of the worlds top companies in 2009 by Forbes in its annual ranking of the world’s biggest and most powerful public companies. 6 </li></ul></ul></ul>World Financial Group, Inc. an company 6 The Forbes Global 2000 is a comprehensive list of the world’s biggest and most powerful companies based on a composite measure of sales, profits, assets and market value. As of April 8, 2009 on Forbes.com.
  3. 3. Our Industry Support WFG associates must be properly appointed, licensed and/or registered to do business with the above-listed companies. 7 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. (WFGIA). 8 Maintains current solicitation agreement(s) with Investment Advisors International, Inc. (IAI). We’re able to select quality products from these and other companies to help people reach their financial objectives. 7 7 7 7 8 8
  4. 4. 7 Ms <ul><li>Mission </li></ul><ul><li>Man Power </li></ul><ul><li>Management System </li></ul><ul><li>Methods and Means </li></ul><ul><li>Materials </li></ul><ul><li>Money </li></ul><ul><li>Measure of success </li></ul>
  5. 5. Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Too much liabilities and debt </li></ul><ul><li>Under protect our family (Life, Long Term Care) </li></ul><ul><li>Constant changing of jobs </li></ul><ul><li>Living a long time with out enough income </li></ul>
  6. 6. Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Social Security: </li></ul><ul><ul><ul><ul><ul><li>Year 1945 Employee vs. Retiree: 41.9 to 1 </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Year 2008 Employee vs. Retiree: 3.1 to 1 </li></ul></ul></ul></ul></ul><ul><li>Pension Plan </li></ul><ul><ul><ul><ul><ul><li>Oct 2007 to Jan 2009, Defined Contribution Plan lost over $1,000,000,000,000 (1 trillion dollars) </li></ul></ul></ul></ul></ul>The Board of Trustees of the Federal OASDI Trust Funds, March 28, 2008 David M. Kinchen, Januarty 11, 2009. Losses from 401(k) Plans Make Bernie Madoff Look Like a Piker
  7. 7. Mission <ul><li>Leave No Family Behind </li></ul><ul><li>Inheritance: </li></ul><ul><ul><ul><ul><ul><li>2006 AARP (American Association of Retired Persons) says only 19% of people received some type of inheritance </li></ul></ul></ul></ul></ul><ul><li>Saving </li></ul><ul><ul><ul><ul><ul><li>77 says they like to save </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>63% do not save enough </li></ul></ul></ul></ul></ul>John Gist and Carlos Figueiredo. May, 2006. In Their Dreams: What Will Boomers Inherit? Data Digest, AARP Pubic Policy Institute Pew Research Center. Januarty 24, 2007. We Try Hard. We Fail Short. Americans Assess Their Saving Habits.
  8. 8. Mission <ul><li>Team F. I. R. S. T </li></ul><ul><li>F aith, F amily, F riends, F inance, F itness </li></ul><ul><li>I ntegrity </li></ul><ul><li>R esponsibility </li></ul><ul><li>S elflessness </li></ul><ul><li>T rustworthy </li></ul>
  9. 9. Man Power <ul><li>Qualified the market (8 pointer) </li></ul><ul><li>25 years old + </li></ul><ul><li>Married </li></ul><ul><li>Children </li></ul><ul><li>Homeowner </li></ul><ul><li>Good income </li></ul><ul><li>Dissatisfied </li></ul><ul><li>Ambitious </li></ul><ul><li>Business Minded </li></ul>
  10. 10. Man Power <ul><li>Type of Personality </li></ul><ul><li>S: Structural </li></ul><ul><li>T: Technical </li></ul><ul><li>A: Action </li></ul><ul><li>R: Relationship </li></ul>
  11. 11. Management System
  12. 12. Methods and Means Field Training is the CORE of the business Recruiting is the KEY to the business
  13. 13. Materials <ul><li>Presentation folder </li></ul><ul><li>Opportunity booklet </li></ul><ul><li>Transamerica Zack Jonson sheet </li></ul><ul><li>Merrill Lynch sheet </li></ul><ul><li>Sony Life sheet </li></ul><ul><li>Affiliated product provider </li></ul><ul><li>84 years of market history </li></ul><ul><li>White paper with 2 pens </li></ul>
  14. 14. Materials <ul><li>Material distribution online: </li></ul><ul><ul><ul><ul><ul><li>1) Wfg-online.com </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>2) Business Center </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>3) Distribution Center </li></ul></ul></ul></ul></ul><ul><li>Material distribution in class: </li></ul><ul><ul><ul><ul><ul><li>Trainings in class on Wednesday and Saturday </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Training in Convention of Champions in Las Vegas </li></ul></ul></ul></ul></ul>
  15. 15. Money 9 Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying for bonus pools. 10 Commission amount may vary based on product type and size of purchase. 11 Please be aware that insurance products are sold by prospectuses, which contain more information about the product’s fees, charges and limitations. Be certain to perform a thorough review of the entire prospectus. Historical performance does not guarantee future investment results. 12 This is a hypothetical scenario for illustrative purposes only. There is no assurance that these results can or will be achieved. Income is earned from sales of World Financial Group authorized products and services. No income is earned for recruiting. See the current World Financial Group Field Manual for compensation percentages on all diversified product lines. All compensation plans subject to change. Promotional criteria/designations are determined and offered by or through World Financial Group. Personal percentages earned on products may vary based on promotional level with WFG. As of 2011, WFG Associate contract level of 35%, Senior Marketing Director contract level of 65%, Senior Marketing Director override level of 30%. 13 Associates of World Financial Group are independent contractors, regardless of field title/designation. 14 Example assumes all Senior Marketing Director’s team members are at the Associate level. * World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer life insurance and a broad array of financial products and services. Securities are offered through World Group Securities, Inc. (WGS), Member FINRA/SIPC. Insurance products are offered through World Financial Group Insurance Agency, Inc. (WFGIA) or its subsidiaries. WFG, WGS, WFGIA are affiliated companies.Headquarters: 11315 Johns Creek Parkway, Duluth, GA 30097-1517, PO Box 100035, Duluth, GA 30096-9403. Phone: 770.453.9300. WorldFinancialGroup.com ** Many people have experienced different levels of success with World Financial Group. However, individual member experiences may vary. This statement is not intended, nor does it, represent that any current member's individual results are representative of what all participants achieve when following the World Financial Group system . Associate 12,13 (Helps four families per month) $3,999 $47,988 The following example shows how helping one family results in $1,968 of commission paid to the field. 9.10 For this example, the commission amount is based on an average Indexed Universal Life (IUL) insurance policy 11 sale to a 40-year-old male who is contributing $200 per month to the IUL. Per Month Per Year <ul><li>Senior Marketing Director leading a five-person team 12,13,14 </li></ul><ul><li>Only Senior Marketing Director’s team members 14 </li></ul><ul><li>help four families each per month $15,949 $191,388 </li></ul><ul><li>Senior Marketing Director and each team member 14 </li></ul><ul><li>helps four families per month $23,137 $277,641 </li></ul>Senior Marketing Director 12,13 (Helps four families per month) $7,188 $86,256
  16. 16. Money TA 35% A 45% MD 62% SMD 81% 3/3/30 <ul><li>5 Licensed Agents </li></ul><ul><li>Promote 1 Associates </li></ul><ul><li>1 Associates </li></ul><ul><li>1 Associates </li></ul><ul><li>40,000 Points in 3 mo. </li></ul><ul><li>i.e. ~15 team clients </li></ul><ul><li>10 Licensed Agents </li></ul><ul><li>Promote 1 Market Director </li></ul><ul><li>1 Associate </li></ul><ul><li>1 Associate </li></ul><ul><li>75,000 Points in 3 mo. </li></ul><ul><li>i.e. ~30 team clients </li></ul>
  17. 17. Money <ul><li>Those who join our company seem to fall into one of these four categories: </li></ul><ul><ul><ul><li>Part-Time – Like their job, need extra income </li></ul></ul></ul><ul><ul><ul><li>Part-Time –“Plan B” backup, need extra income </li></ul></ul></ul><ul><ul><ul><li>Part-Time – Dissatisfied, like to make a change </li></ul></ul></ul><ul><ul><ul><li>Full-Time – Want to make a career change now </li></ul></ul></ul>
  18. 18. Money Timing is Everything 15 About.com: Senior Living, Baby Boomers, October 2009.
  19. 19. Build a Business You Can Be Proud Of In order to qualify for participation in contests, and to receive prizes and awards, an individual must have an active membership in and be in good standing with World Financial Group and its affiliated companies. Many people have experienced various levels of success with World Financial Group. However, individual experiences may vary. This statement is not intended to nor does it represent that any current individual's results are representative of what all participants achieve when following the World Financial Group system. We work hard and have fun. We believe in giving back. Be a part of a history making company.
  20. 20. Build a Business You Can Be Proud Of We work hard and have fun. We believe in giving back. Be a part of a history making company. In order to qualify for participation in contests, and to receive prizes and awards, an individual must have an active membership in and be in good standing with World Financial Group and its affiliated companies. Many people have experienced various levels of success with World Financial Group. However, individual experiences may vary. This statement is not intended to nor does it represent that any current individual's results are representative of what all participants achieve when following the World Financial Group system.
  21. 21. Measure of Success <ul><li>Dan Charlier </li></ul><ul><li>Penney Ooi </li></ul><ul><li>Rich Thawley </li></ul><ul><li>Harinder Sukhija: Show income picture </li></ul><ul><li>Jaime Villalovos </li></ul>
  22. 22. Measure of Success <ul><li>1 st Step Start field training + Attend class training </li></ul><ul><li>2 nd Step Complete 3/3/30 </li></ul><ul><li>3 rd Step Complete 52 hrs online class </li></ul><ul><li>4 th Step Complete your license test </li></ul><ul><li>5 th Step Let the pay check roll! </li></ul>

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