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