Wfg Presentation

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  • EMCEE: Welcome participants. Overview the program. Tell your story about how you joined WFG. Introduce the first speaker. FIRST SPEAKER: Welcome the crowd. Introduce yourself. Tell a little bit about how you learned about the company, what you were doing before, how you joined WFG, how its made a difference in your life. Overview for the group what you’re going to talk about in this section – Who is WFG? Who are we affiliated with? How we’re unique in the industry. NOTE: The presentation and portions thereof are only permitted to be used for Fast Start Training.
  • At World Financial Group, Inc., you have the opportunity to be your own boss and run your own business with a wealth of resources and support at your disposal. You are not limited to representing one product line to a consumer because WFG has selling agreements with many financial services and insurance companies with quality products for you and your team to market and sell. Example of how WFG is different: An Allstate agent markets proprietary Allstate products. WFG does not have proprietary company-branded products. Instead, as a licensed WFG associate, 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. With leaders with more than a century’s worth of combined experience, you don’t have to worry about getting the direction and support you need at WFG. You have the opportunity to learn how to build a business from some of the best business builders in the industry.
  • WFG’s field force is comprised of thousands of people from all walks of life. WFG associates and leaders are living, working and building their very own WFG businesses all over North America. Unlike many other companies, WFG focuses on serving the financial needs of middle-income individuals and families. Most financial services companies focus only on wealthy clients. Middle income individuals and families are often overlooked and they don’t know how to plan for the future and what options are available. At WFG, you have a great opportunity to build your business serving this market. WGS is among the top 1 percent of the broker-dealers in the United States based on the number of active registered representatives.
  • Introduce audience to AEGON, highlighting its size and impact on the insurance, pension and financial service industries. WFG associates have world-class support from a world-class company.
  • Use this slide to tell people more about what the WFG Opportunity has to offer them and how WFG is set up to help them build their businesses every step of the way. Drive home the impact that people can have not only on their own lives and those of their family members but the lives of individuals and families throughout North America.
  • Use this slide to convey why people should want to pursue a career with WFG. Our business System works because it is systematic and easy-to-follow. It is a guide that anyone with the willingness and drive to follow can use to build a business. People are always looking for ways to get the most out of their money. WFG addresses those needs and desires, especially for middle-income people who are traditionally overlooked by other companies in the financial services industry. It typically takes lots of money to go into business for yourself. But at WFG, the door is wide open because there is such a low start up cost, minimal advertising or initial overhead expenses involved. WFG offers people the opportunity to come aboard part-time if they choose. It is an option that allows them to try on our opportunity before deciding to make a full-time commitment. As an AEGON company, World Financial Group, Inc. has numerous resources and efficiencies at its disposal to help the company – and in turn, its associates – maximize performance. AEGON’s support is quiet and strong. Not many other companies have the same kind of support from one of the leading companies of its kind in the world. WFG does, thanks to AEGON. SPEAKER 1 Wraps up, thanks crowd. Tosses to EMCEE or SPEAKER 2.
  • EMCEE: Introduces next speaker and tells a little bit about him or her. SPEAKER 2: Introduce yourself. Tell a little bit about how you learned about the company, what you were doing before, how you joined WFG, how its made a difference in your life. Overview for group what you’re going to talk about in this section – How does WFG help middle income families move toward financial independence? What concepts do we use to help show people how money works.
  • Every great company needs to have a great mission. WFG’s mission sets our sights high, far and wide, to make a difference for individuals and families everywhere. Use this slide to convey WFG’s mission, which challenges people to think and act critically to change their financial futures.
  • As the slide’s headline states, how we spend our money matters. Be sure to read the headline and refer back to how the Script of Life illustrates these points and highlight a few points under each list. Then pose the question: What situation sounds familiar to you or most of the people you know? As a solution, place emphasis on tracking/listing financial habits and setting realistic financial goals to change the behavior. Stress the need that exists for clients to be shown how to become expert savers vs. chronic spenders. This is what we try to teach people at WFG, we try to show people how to do what too few people know how to do — make smart decisions about their money.
  • You must read the following disclaimer: Securities offered through World Group Securities, Inc. (WGS) member FINRA and SIPC. Headquarters: 11315 Johns Creek Parkway, Duluth, GA, 30097-1517. 770.453.9300. WFG and its associates work hard to help clients lay a foundation for financial independence. It all starts with the basics – empowering people with basic knowledge of investment fundamentals. This slide tells the audience what WFG believes in and what its associates show clients to do to increase their chances of achieving financial independence. Invest consistently. Because you can’t time the market. Use the Rule of 72 example. Diversify portfolio/Spread out risk in Portfolio. Don’t put all of your eggs in one basket. Use example how in 2002, WorldCom and Enron employees who put all of their 401(k) money in company stock and now they have nothing. Diversify across asset classes to help reduce risk. Invest Long Term. Refer back to Ibbotson chart.
  • EMCEE: Introduces next speaker and tells a little bit about him or her. SPEAKER 3: Introduce yourself. Tell a little bit about how you learned about the company, what you were doing before, how you joined WFG, how its made a difference in your life. Overview for the group what you’re going to talk about in this section – How do WFG associates build their businesses? How does WFG’s business system work? How can I use the business system to move toward success?
  • As a builder, double-digit recruits in the base is the focus. A true builder maintains good recruiting numbers in the base. He should prospect, invite, and do presentations consistently to cultivate the habits of a recruiting mentality. The BFS systematizes the building process. While running the recruiting machine, the Fast Start Training, and the Business Format Schools, the new recruit is on track to develop a builder’s mindset. Every two months, the Business Format Schools build a new wave of leaders to become big baseshop builders. Builders bring new builders to the Business Format Schools. Thus, through the BFS school, the builder achieves the meeting mentality, which is the backbone of our business. Leading by example: Manage activities, but focus on results. A builder is a do-it-first leader. He runs the system, recruits, builds, and motivates. The builder is the recruiting fireball of the business.
  • Let people know that they will be part of a supportive team. This isn’t business as usual. It’s a family. Emphasize the importance of team building and the difference this attitude can make personally and professionally.
  • Your ultimate goal should be to become the leader of thousands. The BFS program is an attempt to provide future builders a breeding ground for growth. For you to grow, you need to align yourself with someone bigger than you. Be part of a winning team. When you’re a team of great builders, your chances of winning increase exponentially. The Business Pipeline’s goal is to help builders be in business for themselves but not build by themselves. Builders build bigger together. The network of BFS leaders provides sideline motivation and cooperation to build long distance. It’s a great way to build multiple baseshops in multiple locations and serves as a perfect example of TEAMWORK on a high level. The bigger you are the more coachable you should be.
  • Cite the elements of a Builder’s Mind: 1. System 2. Duplication 3. Large Numbers 4. Monitoring First, and foremost, a builder needs a system, a roadmap, a blueprint. Without it, there is nothing to build on, nothing to follow. Second, the application of the system is duplication. You build this business by copying it, being coachable, and following the leader. Imitate, don’t create. Third, this is a numbers business. The builder must have a large numbers mentality. You don’t build one or two people. You build hundreds and thousands of people to reach and help more families. Finally, accountability and responsibility are key. You must monitor, check up and follow up. Anything that you build in life requires that you check up on it carefully and regularly or it will break down. This business is no different. You must demand that your builders build it right, build it strong and build it on time. Walk audience through the compensation example.
  • WFG believes in the power of big events. For that reason, WFG has several big events throughout the year, including the annual Convention of Champions. Big events fuel personal and team growth. Most people need to get outside of their routine in order to see and make the changes necessary to take their business to the next level. You can never build a big team unless you understand the importance of the big event. Emphasize the next big event for them, and how important it is for them to qualify and attend BFS School. Like other big events that they may attend throughout their career with WFG, BFS School is designed to help them, to provide them with the information and motivation they need to move forward.
  • In closing, this slide relays the next steps one would take to launch a WFG career. Your first priority is to submit a Form U4 to begin the securities registration process and get licensed early, preferably within the first 30 days of attending FastStart Training. Stress that the longer you wait, the longer it will take to get started. Without a securities registration and/or insurance license, you can’t talk about products and make sales, and you have limited money-making opportunities. Lastly, a new associate should focus on getting ready for BFS School and the next big training event. Close and make them feel good about the WFG opportunity and the path they have chosen.
  • Wfg Presentation

    1. 2. World Financial Group, Inc.: Who We Are <ul><li>At World Financial Group, Inc. (WFG or World Financial Group) – a financial services marketing company – you have the opportunity to: </li></ul><ul><ul><li>Be in business for yourself but not by yourself. </li></ul></ul><ul><ul><li>Represent hundreds of companies, not just one to the consumer. </li></ul></ul><ul><ul><li>Learn from a leadership team with vast experience in the financial services industry. </li></ul></ul>
    2. 3. World Financial Group, Inc.: Who We Are <ul><li>Made up of thousands of associates in the United States and Canada. </li></ul><ul><ul><li>Helps middle income families and people from all walks of life move toward financial independence. </li></ul></ul><ul><ul><li>Has an exclusive broker-dealer, World Group Securities, Inc. </li></ul></ul><ul><ul><ul><li>Among the Top 1% of broker-dealers in the United States based on number of registered representatives.* </li></ul></ul></ul>* As of May 2007.
    3. 4. WFG – An AEGON Company <ul><li>Who is AEGON? </li></ul><ul><ul><li>AEGON N.V. is one of the world’s leading life insurance and pension groups, and a provider of investment products. </li></ul></ul><ul><ul><li>AEGON N.V.’s major operations are in the United States, the Netherlands and the United Kingdom. In addition, it is present in a number of other countries, including Canada, Hungary, Slovakia, Spain and Taiwan. </li></ul></ul><ul><ul><li>AEGON N.V. was ranked one of the world’s top companies in 2008 by Forbes in its annual ranking of the world’s biggest and most powerful public companies. * </li></ul></ul>* 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. Published April 12, 2008 on Forbes.com.
    4. 5. What Makes WFG Unique? <ul><ul><li>A proven, duplicable business system </li></ul></ul><ul><ul><li>Serving the under-served middle class </li></ul></ul><ul><ul><li>Training provided free of charge or at low cost </li></ul></ul><ul><ul><li>Leadership and promotions based on merit </li></ul></ul><ul><ul><li>In the business of building people and helping families </li></ul></ul>
    5. 6. Why is WFG a Great Business Opportunity? <ul><ul><li>WFG’s business model/system works. </li></ul></ul><ul><ul><li>Innovative target market </li></ul></ul><ul><ul><li>Minimal advertising and initial overhead expenses </li></ul></ul><ul><ul><li>Twin-career approach </li></ul></ul><ul><ul><li>AEGON </li></ul></ul>
    6. 7. What we do What We Do
    7. 8. What We Do <ul><li>The WFG Mission: </li></ul><ul><ul><li>To help families achieve financial independence. </li></ul></ul><ul><li>How WFG Achieves its Mission: </li></ul><ul><ul><li>Challenging people to change their habits of spending and save/invest more. </li></ul></ul>
    8. 9. <ul><ul><li>Have no plans for achieving goals </li></ul></ul><ul><ul><li>Don’t understand how money works </li></ul></ul><ul><ul><li>Earn low rates of return </li></ul></ul><ul><ul><li>Pay too much tax </li></ul></ul><ul><ul><li>Work for somebody else </li></ul></ul><ul><ul><li>Live paycheck to paycheck </li></ul></ul><ul><ul><li>Spend, not save their money </li></ul></ul><ul><ul><li>Live on the edge </li></ul></ul><ul><ul><li>Are caught in a high-interest debt trap </li></ul></ul><ul><ul><li>Retire in poverty </li></ul></ul><ul><ul><li>Plan for the future </li></ul></ul><ul><ul><li>Put their money to work for them </li></ul></ul><ul><ul><li>Consult a financial profess-ional about their money </li></ul></ul><ul><ul><li>Save on taxes </li></ul></ul><ul><ul><li>Own their own businesses </li></ul></ul><ul><ul><li>Live a comfortable lifestyle </li></ul></ul><ul><ul><li>Save their money </li></ul></ul><ul><ul><li>Have an emergency fund </li></ul></ul><ul><ul><li>Live debt-free </li></ul></ul><ul><ul><li>Live their dreams </li></ul></ul>A Fact of Life: How We Spend Our Money Matters Most People: Not Enough People:
    9. 10. Investment Fundamentals <ul><li>Apply the Rules for Investing: </li></ul><ul><ul><li>Invest consistently. </li></ul></ul><ul><ul><li>Diversify/spread out the risk in your portfolio. </li></ul></ul><ul><ul><li>Invest long term. </li></ul></ul>
    10. 11. HOW WE DO IT
    11. 12. “ BFS Builder” The Business Pipeline Builder <ul><li>Mindset Behind the Business Pipeline </li></ul><ul><ul><li>Recruiting Mentality </li></ul></ul><ul><ul><ul><li>Prospecting </li></ul></ul></ul><ul><ul><li>Builder’s Mindset </li></ul></ul><ul><ul><ul><li>Business Pipeline </li></ul></ul></ul><ul><ul><li>Meeting Mentality </li></ul></ul><ul><ul><ul><li>Director of Motivation </li></ul></ul></ul><ul><ul><li>Leading by Example </li></ul></ul><ul><ul><ul><li>Manage Activities/ Focus on Results </li></ul></ul></ul>
    12. 13. What it Means to be a “BFS Builder” <ul><li>Purpose: To make a difference for families. </li></ul><ul><li>Goal: To have a Builder’s mindset. </li></ul>
    13. 14. The “BFS” Mindset & Training <ul><ul><li>Ultimate Goal: Become the leader of thousands </li></ul></ul><ul><ul><li>Be part of a winning team by building bigger together </li></ul></ul><ul><ul><li>The bigger you are the more coachable you should be </li></ul></ul>
    14. 15. <ul><li>YOUR EARNING POTENTIAL. </li></ul>WFG Compensation Per Month Per Year Associate 16,17 (Helps four families per month) $3,999 $47,988 Senior Marketing Director 16,17 (Helps four families per month) $7,188 $86,256 1 Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying for bonus pools. 2 Commission amount may vary based on product type and size of purchase. 3 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. 4 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 Feb, 1, 2011, WFG Associate contract level of 35.6%, Qualified Marketing Director contract level of 64%, Qualified Marketing Director override level of 28.4%. 5 Associates of World Financial Group are independent contractors, regardless of field title/designation.
    15. 16. <ul><li>YOUR EARNING POTENTIAL. </li></ul>WFG Compensation Senior Marketing Director with a five-person team 16,17,18 Per Month Per Year Only Senior Marketing Director’s team members 18 (Helps four families per month) $15,949 $191,388 Senior Marketing Director and each team member 18 (Helps four families per month) $23,137 $277,644 1 Opportunities to build other income may be achieved by qualifying for additional compensation and by qualifying for bonus pools. 2 Commission amount may vary based on product type and size of purchase. 3 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. 4 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 Feb, 1, 2011, WFG Associate contract level of 35.6%, Qualified Marketing Director contract level of 64%, Qualified Marketing Director override level of 28.4%. 5 Associates of World Financial Group are independent contractors, regardless of field title/designation. 6 Example assumes all Qualified Marketing Director 痴 team members are at the Associate level. * Many people have experienced different levels of success with World Financial Group. However, individual member experiences may vary. This statement is not intended to, 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.
    16. 17. The Next Big Event The WFG environment allows ordinary people to achieve extraordinary things. In order to qualify for participation in contests, and to receive prizes and awards, an individual must 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 member experiences may vary. This statement is not intended to 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.
    17. 18. Next Steps <ul><ul><li>2. Submit Licensing Paperwork and Qualify for Next Big Training Event. </li></ul></ul><ul><ul><li>1. Attend Meeting </li></ul></ul><ul><ul><li>Contact me on: </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>

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