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FINANCIAL NEWS BULLETIN !!! Congratulations, KWAME BOATENG, on your
decision to join World Financial Group. You have taken the first step on an exciting business journey, in which you will have
the opportunity to help many people and experience significant personal growth. WFG’s mission is to help families achieve financial independence. We help individuals
throughout North America through both our financial solutions and our unique business opportunity. WFG is about helping you
move from dreaming to doing ®. Over the next few weeks you will receive a series of start-up emails
with critical information and helpful resources. It is our sincere hope that you will get the most out of the World Financial
Group opportunity. We truly want you to achieve your dreams here. |
Your
first days and weeks with WFG can be confusing. There are new terms to learn, new skills to master. There are many crucial
steps needed to establish a firm foundation for your success. Here is a brief checklist of the main items you should accomplish
in your first 7-10 days. Subsequent emails will treat these topics in greater detail. |
1. Get your own financial
house in order.You should be the first
person in your business to take advantage of the great financial products and solutions we offer. It makes no sense to try
and help other families and leave your own behind. Meet with your leader and have them create your own personalized WFG Financial
Dream Map or needs analysis. Then implement the solutions that are suitable for your situation. |
2. Get in the field immediately
and achieve 3-3-30.Match up with your leader
or field trainer to begin sharing the WFG story right away. You can begin to share the opportunity immediately, though you
cannot discuss the financial solutions we market until you are properly licensed. By observing your field trainer make these
presentations you can quickly learn this business. Your goal should be, at the very minimum, to recruit three new associates
on your team and observe three training sales in your first thirty days with WFG. |
While not a requirement, 3-3-30 is a standard benchmark of performance, and
a simple goal to keep you focused on the essentials each month. |
3. Get Licensed.Schedule your licensing exam and purchase your study course today.
Most of the products available for you to market first require you to be life or securities licensed or both. Talk to your
QMD or licensing coordinator to get the process started. Additional information about the licensing process can be found on
WFG-online in three places: - WFGU > Licensing
- Selling and Building > Fast
Start Licensing
- Business Center > Field Manuals
There will be study time involved while
you are also learning other aspects of our business. Why procrastinate the day of your first check? Make a commitment and
give yourself a definite target date to work towards. |
WFG
Agent Services: Your Help DeskYou
are in business for yourself, but not by yourself. Most questions can be answered by the leaders in your office. However,
if you need assistance from the headquarters, you can call the WFG Agent Services Unit at 770-246-9889 (in the United States) or 905-265-9005
option 1 (in Canada) or email them at wfgagentservices@aegonusa.com. They can help you with a variety of issues,
including licensing questions. |
WFG-Online: Your Total IntranetWFG-Online.com is World Financial Group’s exclusive intranet site for associates. On this site you will be able to track your team,
your production, and your earnings. You will also find plenty of helpful tools and information, including brochures and other
recruiting and sales marketing materials in the Distribution Center under the "Business Ctr" tab. Start with WFG-Online
for most of the information you'll need to conduct your business. To log on, go to www.WFG-Online.com. Click on “Associate Login” and select the link “New Associates, please create your password.” Enter
your information, create a security question, and then submit. |
WFG University: Your Online
Training ResourceWFGU is your 24/7 library
of training material on demand. Simply log on to www.WFG-Online.com. After you have watched the introductory videos on WFG-Online, you will see the navigation tabs. Click on WFGU and explore
the wealth of print, audio, and video training material, including: - Information specifically for New Associates
- Licensing links and information
- Training on the WFG Business System
- Information and training
about our products and solutions
- Inspire Network, a media archive
of training and great speeches from company events
- Personal Effectiveness
training in the areas of Sales and Leadership
- Various tools and resources
to help you learn and succeed faster. Your leader may suggest some particularly relevant items for you to begin with.
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