wfg presentation
DESCRIPTION
TRANSCRIPT
2
World Financial Group, Inc.:Who We Are
World Financial Group, Inc.:Who We AreAt World Financial Group, Inc.
(WFG or World Financial Group) – a financial services marketing company – you have the opportunity to:• 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.
3
World Financial Group, Inc.:Who We Are
World Financial Group, Inc.:Who We AreMade up of thousands of associates in the United States and Canada.• Helps middle income families and people
from all walks of life move toward financial independence.
• Has an exclusive broker-dealer, World Group Securities, Inc.
Among the Top 1% of broker-dealers in the United States based on number of registered representatives.*
* As of May 2007.
4* 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.
WFG – An AEGON CompanyWFG – An AEGON CompanyWho is AEGON? • AEGON N.V. is one of
the world’s leading life insurance and pension groups, and a providerof investment products.
• 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.
• 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.*
5
What Makes WFG Unique?What Makes WFG Unique?• A proven, duplicable business system
• Serving the under-served middle class
• Training provided free of charge or at low cost
• Leadership and promotions based on merit
• In the business of building people and helping families
6
Why is WFGa Great Business Opportunity?
Why is WFGa Great Business Opportunity?• WFG’s business
model/system works.
• Innovative target market
• Minimal advertising and initial overhead expenses
• Twin-career approach
• AEGON
What we doWhat We Do
8
WhatWe DoWhatWe DoThe WFG Mission:• To help families achieve
financial independence.
How WFG Achieves its Mission:• Challenging people to
change their habits of spending and save/invest more.
9
• Have no plans for achieving goals
• Don’t understand how money works
• Earn low rates of return
• Pay too much tax
• Work for somebody else
• Live paycheck to paycheck
• Spend, not save their money
• Live on the edge
• Are caught in a high-interest debt trap
• Retire in poverty
• Plan for the future
• Put their money to work for them
• Consult a financial profess-ional about their money
• Save on taxes
• Own their own businesses
• Live a comfortable lifestyle
• Save their money
• Have an emergency fund
• Live debt-free
• Live their dreams
Most People:
A Fact of Life:How We Spend Our Money Matters
A Fact of Life:How We Spend Our Money Matters
Not Enough People:
10
InvestmentFundamentalsInvestmentFundamentalsApply the Rulesfor Investing:• Invest consistently.
• Diversify/spread out the risk in your portfolio.
• Invest long term.
HOW WE DO IT
12
“BFS Builder”The Business Pipeline Builder
“BFS Builder”The Business Pipeline BuilderMindset Behind the Business Pipeline• Recruiting Mentality
Prospecting• Builder’s MindsetBusiness Pipeline
• Meeting MentalityDirector of Motivation
• Leading by ExampleManage Activities/Focus on Results
13
What it Means to be a“BFS Builder”What it Means to be a“BFS Builder”Purpose: To make a difference for families.Goal: To have a Builder’s mindset.
14
The “BFS”Mindset & TrainingThe “BFS”Mindset & Training• Ultimate Goal:
Become the leader of thousands
• Be part of a winning team by building bigger together
• The bigger you are the more coachable you should be
15
YOUR EARNING POTENTIAL.
Per MonthPer YearAssociate16,17
(Helps four families per month) $3,999$47,988
Senior Marketing Director16,17
(Helps four families per month) $7,188$86,256
Per MonthPer YearAssociate16,17
(Helps four families per month) $3,999$47,988
Senior Marketing Director16,17
(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.
WFGCompensationWFGCompensation
16
YOUR EARNING POTENTIAL.
Senior Marketing Director with a five-person team16,17,18
Per MonthPer YearOnly Senior Marketing Director’s team members18
(Helps four families per month) $15,949$191,388Senior Marketing Director and each team member18
(Helps four families per month) $23,137$277,644
Senior Marketing Director with a five-person team16,17,18
Per MonthPer YearOnly Senior Marketing Director’s team members18
(Helps four families per month) $15,949$191,388Senior Marketing Director and each team member18
(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.
WFGCompensationWFGCompensation
17
The WFG environment allows ordinary people to achieve
extraordinary things.
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.
The NextBig EventThe NextBig Event
18
Next StepsNext Steps
2. Submit Licensing Paperwork and Qualify for Next Big Training Event.
2. Submit Licensing Paperwork and Qualify for Next Big Training Event.
1. Attend Meeting1. Attend Meeting
• Contact me on:
• Contact me on: