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Module 1: NEW AGENT INTRODUCTION
0/9
MYWFG TOUR
06:43
E&O INSURANCE & PLATFORM FEE
04:32
APPOINTMENT PROCESS
01:51
TRANSAMERICA & CRUMP
04:28
PURCHASE WFG BUSINESS CARDS & MARKETING MATERIALS
03:38
HELP & SUPPORT
03:20
NEW YORK AGENTS ONLY – NYDFS 187
02:40
CALIFORNIA AGENTS ONLY – WFG DIRECT
03:26
Module 1 quiz
00:25:00
Module 2: DRILL FOR SKILL
0/6
Getting starter: #1 WFG SELLING PRODUCT
1-on-1 DRILL FOR SKILL RECAP
1-on-1 SALES PRESENTATION: REACH FOR YOUR DREAMS
FFIUL SALES PRESENTATION
#1 WFG SELLING PRODUCT
Module 2 quiz
00:20:00
Module 3: FINANCIAL CONCEPTS
0/7
Finacial Planning
17:36
Life insurence training
01:15:33
RETIREMENT PLANNING
ANNUITIES
INVESTMENT
CHINESE FINANCIAL CONCEPTS
Module 3 quiz
00:15:00
Module 4: TRANSAMERICA PRODUCT & ILLUSTRATION TRAINING
0/2
TRANSAMERICA PRODUCT INTRODUCTION
Module 4 quiz
Module 5: NATIONWIDE PRODUCT & ILLUSTRATION TRAINING
0/5
NATIONWIDE ILLUSTRATION TRAINING
NATIONWIDE ON-DEMAND: KNOW YOUR OPTIONS
NATIONWIDE ON-DEMAND: PRODUCT SOLUTIONS
NATIONWIDE ON-DEMAND: BEST BUSINESS PRACTICE
Module 5 quiz
00:11:00
BASIC AGENT TRAINING
Exercise Files
The-retirement-miracle-book-by-Patrick-Kelly.pdf
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