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BPM Hub Helping you build your business! BPM ​ Click here to view the Breaking the Floor Script. Click here to view the General Presentation in English. Click here to view the General Presentation in Spanish. Click here to view & share Thursday's BPM Invitation. Feedback Survey (coming soon! to request a personalized copy - allow 5 business days). ​ ​

NEW ERA SYSTEM Everything You need to know when first joining our firm! New Associate ​ Sign Up and Explore your WFG Launch / WFG Direct platform. Schedule your Licensing Focus Plan Meeting. Save your WFG Agent Code and Start Date. Review you review all the Licensing Requirements for your State License. Download GroupMe and Zoom. Pre-License Process Meet with your Licensing Coordinator and create your Licensing Plan. Attend your Orientation Overview. Review your State Licensing Requirements. Sign-up for the Life and Health Pre-Licensing course. Schedule your State Exam. ​ For more information, click here to learn about our Internal Licensing's Process. Personal Plan to Focus with your SMD Complete the Personal Financial Review. Review professional recommendations with your SMD. 1-1-7 ​ Become a client. Recruit your first Business Partner. New Business partner goes through the New Era System. Onboarding ​ Stay accountable and Review your Licensing Plan with your Licensing Coordinator to assure everything is on track. 10 Training Appointments Learn the Scripts. Learn how to edify the Trainer. Learn how to Set-Up appointments. Learn what MACHO clients are and their importance. Learn the presentation. 9 Grand Opening Establish the Grand Opening Date. Establish the Grand Opening venue. Create the list. Invite a Guest speaker. Create the Grand Opening invitation. Invite and confirm guests. FOLLOW UP! 8 Business Plan Top 10 reasons WHY. Show compensation plan & launch Champions Path on how to get promoted ASAP. Sell the Crusade and sell the dream. Top 100 list and profile into 4 separate Top 25 lists and explain the importance of Field Training. Explain the restaurant example and schedule the Grand Opening. Talk about the next contest, Next Big Event, and NLA. The importance of meeting attendance and attending all the training sessions. Match up with a CFT. Schedule the following appointments to make calls with their assigned CFT and then challenge them to be a Net License in the next 30 days. Schedule the Through Curiosity™ courses. 7 Post-Licensing Process Complete the DOI Application. Complete all pending State Licensing requirements . Complete and Sign the Agent Agreement. Complete the AML and LTC Continuing Education courses. Get appointed with our Platinum Providers. Review Non-Licensed products. Set Up your Direct Deposit. Set Up your Platform Fee. Sign up for your Errors & Omissions (E&O) insurance with MARSH. Set Up SMS WFG. Create your personal WFG Website. Complete the New Agent Training course within 90 days. 6 Pass the State Exam Make sure to complete all the Licensing Requirements for your Home State. Review the Key Facts and Questions. Attend Pre-Licensing classes if you feel you need help. Rest well before the exam! 11 Net License ​ Attend 90% of the training sessions. Be Licensed and Appointed. Have completed at least one 1-1-7. Is a client. Made the first $1,000 in the business. 12 Earn Promotion Associate promotion: 3-3-30. Senior Associate promotion: 10-10-30. MD promotion: 3-4-5. $50,000 Watch. SMD promotion. 13 Certified Field Trainer Know how to Recruit & License a new Business Partner. Know how to run Transamerica Illustrations. Know how to submit an application. Know how to do the presentation and do it for at least 3 MD's. Know how to deliver a policy. Once signed off by your SMD, you can take Senior Associate Promotion if you complete a 10-10-30. This is recruiting 10 new Associates and completing 10 new pieces of business in your first 30 days. 14 Leadership Factory Qualify for the Next Wave of SMD promotions. Complete 5-5-30 for 3 consecutive months. Start speaking and training in the Baseshop. Qualify to be a Frontline Leader. Seek mentorship and be accountable. Dominate in the Baseshop! 15 Qualify for SMD Have at least 10 Licensed Associates with at least 1 strong Exchange Leg (1 MD or 2 SA). Complete 10-10-30 for 3 consecutive months. Must have earned the $50,000 Watch. Have made a minimum of 75,000 Team points in 3 consecutive months. Must Graduate from NLA.

Retirement Helping you build your business! What is Everest Funeral Concierge Services? Everest Funeral Concierge is a funeral planning and concierge service that offers assistance to individuals and families during the difficult time of arranging a funeral. They provide a range of services designed to alleviate the stress and burden associated with funeral planning. ​ Here are some features and benefits of Everest Funeral Concierge: ​ Funeral Planning Assistance: Everest assigns a dedicated funeral concierge to each family, who guides them through the entire funeral planning process. They offer expertise and support in making important decisions related to funeral arrangements. ​ Price Comparison: the service helps families compare funeral home prices in their area, ensuring they make informed decisions and receive fair pricing. This can be particularly helpful in managing costs and avoiding unnecessary expenses. ​ Funeral Home Recommendations: Everest has a network of trusted funeral homes and can provide recommendations based on the family's preferences, budget, and location. They strive to connect families with reputable funeral homes that meet their specific needs. Document Preparation: funeral concierges assist in completing necessary paperwork, such as death certificates, insurance claims, and other legal documentation. This can simplify the administrative aspects and save families time and effort. ​ 24/7 Support: Everest offers round-the-clock support, ensuring that families can access assistance whenever they need it. This availability can be crucial during emergencies or when time-sensitive decisions need to be made. ​ Travel Protection: in some cases, Everest provides travel protection coverage to help transport a loved one's remains from one location to another, especially if the death occurs away from home. This service can be valuable for families dealing with long-distance transportation logistics. ​ Family Support Services: apart from funeral planning, Everest offers additional resources to support grieving families. They provide access to grief counseling services and can connect families with other relevant support organizations. ​ It's important to note that the specific features and offerings of funeral concierge services may vary. Everest Funeral Concierge, in particular, has positioned itself as a provider of comprehensive support and guidance throughout the funeral planning process. Who should get Funeral Concierge Services? Funeral concierge services, like Everest Funeral Concierge, are designed to provide support and assistance to individuals and families during the funeral planning process. While anyone can choose to utilize such services based on their personal preferences and circumstances, certain situations and individuals may particularly benefit from the assistance of a funeral concierge. Here are a few examples: ​ Elderly Individuals: elderly individuals may find comfort and relief in having a funeral concierge service handle the logistical and administrative aspects of funeral planning. It can be a challenging time for them, and having professional assistance can alleviate some of the burden. ​ Bereaved Families: families who have recently lost a loved one may find it overwhelming to navigate the funeral arrangements while grieving. Funeral concierge services can provide compassionate support, guiding them through the decision-making process and handling the necessary arrangements. ​ Busy Professionals: individuals with demanding careers or limited time may find it difficult to dedicate the necessary time and attention to funeral planning. Funeral concierge services can step in and handle the details, ensuring a well-organized and meaningful funeral while allowing busy professionals to focus on other responsibilities. ​ Individuals without a Support Network: some individuals may lack a close support network or have limited resources to assist them with funeral planning. Funeral concierge services can provide the guidance and support they need during this difficult time. ​ Individuals with Complex Funeral Preferences: i f someone has specific wishes or desires for their funeral that may involve intricate arrangements or unique requests, a funeral concierge can help navigate those details and ensure they are carried out as desired. ​ Ultimately, the decision to utilize funeral concierge services is a personal one and depends on individual circumstances and preferences. These services are designed to offer support, guidance, and peace of mind during a challenging period, making funeral planning more manageable for those who opt for them. Why are Funeral Concierge Services Important? Funeral concierge services, such as Everest Funeral Concierge Services, can offer valuable assistance and support during the difficult and emotionally challenging time following the loss of a loved one. Here are several reasons why acquiring such services can be important: ​ Comprehensive Planning: funeral concierge services provide comprehensive assistance in planning and organizing all aspects of a funeral or memorial service. They can help with tasks such as selecting a funeral home, arranging transportation, coordinating with cemeteries or crematoriums, and handling necessary paperwork. This relieves the burden on grieving family members and ensures that all necessary arrangements are made efficiently. ​ Expert Guidance: funeral concierge services have experienced professionals who are well-versed in the funeral industry. They can offer expert guidance and advice, helping families make informed decisions about funeral arrangements, including choosing appropriate services, caskets, urns, floral arrangements, and other necessary items. Their knowledge and expertise can help alleviate stress and ensure that the funeral is meaningful and personalized. ​ Emotional Support: dealing with the loss of a loved one is an emotionally challenging time, and funeral concierge services can provide valuable emotional support. They understand the grieving process and can offer compassion, empathy, and a listening ear. Having someone to lean on and share the burden of making funeral arrangements can provide comfort and reassurance to grieving family members. ​ Cost Management: funerals can be expensive, and funeral concierge services can assist in managing costs. They can help families understand the pricing structures of different funeral providers, negotiate prices on their behalf, and identify cost-effective options without compromising on the quality of services. By working with a funeral concierge, families can make financially sound decisions and avoid unnecessary expenses. ​ Time-Saving: planning a funeral involves numerous tasks and requires a significant amount of time and effort. Funeral concierge services can handle many of these tasks, saving families valuable time during a period when they may already be overwhelmed. This allows them to focus on processing their grief and being with their loved ones instead of getting caught up in logistical details. ​ Overall, funeral concierge services can provide invaluable support and assistance during a challenging and emotional time. By utilizing their services, families can ensure that funeral arrangements are handled with care, professionalism, and attention to detail, allowing them to focus on honoring their loved one and supporting one another through the grieving process. Resources ​ Click here to view the WFG Everest Funeral Concierge Dedicated site. Click here to view the Transamerica Concierge Planning RiderSM (CPR) by Everest site page. ​

New Associate Basics Helping you build your business! Corporate Assistance FAST consultants are available to all new life licensed agents for the first six months after their license has been placed with WFGIA. How to get here: Sign in to www.mywfg.com Click on the Menu Tab. Select Administration. Select FAST. ​ Newly licensed agents may contact a FAST consultant Monday-Friday from 9:00 a.m. – 6:00 p.m. (ET) by calling 770-246-9889, and then following the prompt(s) to connect to FAST . ​ FAST consultants will have multiple contacts with new agents to complete a checklist that includes: Becoming Payable: Making sure all required fees are paid and all required training is complete Getting to Know WFG: Training on appointment processes, commissions, advancements, sales, and recruiting Platform Overview: High-level introduction to all the tools and resources available to agents on MyWFG.com. Agents will be referred to their Business Productivity Consultant for deeper one-on-one training. ​ ​ Where to Obtain Support After 6 Months Once an agent's six months of eligibility expires, they can find support by: Contacting their upline Researching the Knowledge Articles in the Help section of MyWFG, which have answers to many common questions Creating a Support Case through the Help section of MyWFG Contacting the BPCs for help with the WFG Technology Platform - www.mywfg.com/bpc Conference calling the home office with their SMD at 770-246-9889. ​ Click here to download the FAST Frequently Asked Questions ​New Agent Course The New Agent Course is a series of modules that cover the fundamentals of selling, and provide an overview of the technology and resources available to you. Topics covered in the modules include: ​ E&O Insurance and the Platform Fee Appointment Process How to Purchase Marketing Materials The WFG Product Guide - Commissions Training Center Help & Support ​ The modules can be completed in one sitting or in multiple sessions, depending on your schedule. You can access this training course through the Training Center. ​ How to get here: Go to www.mywfg.com Click on the New Agent Hub tab. Select Training Center: Getting started as a WFG Agent New Associate Guides ​ Click on the links below to view the following tools: ​ Licensing & Onboard ing Guide - General Licensing Only Guide Onboarding Only Guide Licensing & Onboarding Guide - Paramount Licensing Only Guide - Paramount Onboarding Only Guide - Paramount New Agent Quick Link s U.S. Fees

Step 10: Training Appointments Helping you build your business! Begin your first 10 Training Appointments as soon as you are licensed. Use the proper scripts to call and schedule your appointments. Make sure to edify your Trainer. Must run these first 10 appointments within 3-4 weeks. ​ Click here to view the Scripts. ​ ​

Step 15: Qualify for S MD Helping you build your business! How to quialify to become a Senior Marketing Director In a period of rolling 3 Months you must: Bring onboard 10 Business Partners per month (at least 1 has to be direct to you). Have 10 Licensed Business Partners in your team. Generate a minimum of 75,000 base net points (37,500 Direct and 37,500 from your Team minimum). Have at least 1 MD or 2 SA strong exchange legs. Must have earned the $50,000 Watch. ​ ​

Step 1: New Associate Helping you build your business! WFG Launch Platform ​ ​ Recrtuing Link: click here to recruit new Business Partners using WFG Launch. ​ New Associate WFG Platform: click here to sign in and use the WFG Launch Platform. How to find WFG Launch Resources Sign into our corporate agent website. Click on the Home tab. Select Recruiting & Selling. Select Recruiting Tools. Select Launch. ​ New Associate Guides ​ Click on the links below to view the following tools: ​ Click here to view our L icensing Portal Click here to view our ExamFX Licening Only Guide Click here to view our Xcel Licening Only Guide Click here to view our Onboarding Only Guide Top 100 List - digital version (download it and make a copy). Start your Database + Top 25 List Qu ick Guide - P DF New Agent FAQ U.S. Fees

Step 12: Earn Promotion Helping you build your business! Complete your first 3-3-30 challenge. ​ How to understand the Advancement Guidelines: Login to www.mywfg.com Click on the Home tab. Select Events & Recognition. Select Advancements. Select Advancement Guidelines. ​ ​ Click here to view the 3-3-30 Strategy brochure. Click here to view the U . S. Advancement & Compensation Guidelines. ​

Step 5: Onboarding/Orientation Helping you build your business! Click here to join our Onboarding & Orientation Session every Monday at: 8:00 p.m. EST 7:00 p.m. CST 6:00 p.m. MST 5:00 p.m. PST ​ ​

Step 4: 1-1-7 Helping you build your business! Call your Top 3. Bring onboard your first Business Partner. Help your new Business Partner by making them a client. Partner Support sends out recognition/Certificate(s).

Step 9: Grand Opening Helping you build your business! Build & invite everyone in your Top 100 list. Select the Guest Speaker. Select Date and Time for your Grand Opening. Select your preferred Grand Opening flyer . Confirm your guests the day before your Grand Opening. Reconfirm your guests the day of your Grand Opening. Follow up with attendees within 24 hours after your Grand Opening. ​ Click here to view how to Build your Database. Click here to submit your Grand Opening details with your Partner Support team. ​ Grand Opening Flyer Templates

Step 8: Business Plan Helping you build your business! Break down your goals. Layout how you will accomplish those goals. Learn about builders compensation. Plan your Grand Opening. ​ Remember to schedule your Business Plan Session with your Upline. ​

Step 11: Net License Helping you build your business! You are considered a Net Licensce when: You have a Business Partner. You become a Client. You earn your first $1,000+ check. ​ Click here to view the Scripts.

Step 7: Post Licensing Process Helping you build your business! Complete your State Licensing Requirements. ​ ​ Sign your Agent Agreement Make sure to sign the WFG Agent Agreement upon issue of license in your WFG Launch/Direct Platform. AML & LTC Continuing Education Courses Click here to view how to complete your AML and LTC Continuing Education Courses. Kaplan's Main Support Line: 800-824-8742 Kaplan's Main Emails: contactus@kaplan.com and kfeducation@kaplan.com Sign Up for the Platform Fee Because of WFG’s scale and expertise, we are able to offer our licensed agents a full suite of premier technology at a relatively low monthly cost. The Platform Fee is $15 per month for life licensed-only agents and is required to be paid. You can sign up for recurring payments via Payment Central on MyWFG. Steps Go to www.mywfg.com Click on the Menu tab. Click on the Administration tab. Click on the Payment Central tab. Select Platform Fee and Sign Up. ​ ​ Click here to download the brochure. ​ Sign Up for the E&O Insurance E&O insurance coverage is required by WFGIA as well as our providers, and you must have it in place when you become appointed with a provider.* Marsh is WFGIA’s broker for this coverage, and you can sign up for coverage via the Marsh Agent E&O Insurance Portal. Premiums begin at $130 quarterly/$520 annually, but will vary based on your license type. Should you have questions about the registration process, you can contact the Marsh Account Management Team at 1.800.380.0451 or via email at EandOServices@marsh.com . Steps Go to https://affinity.marsh.com/wfg-tfa/home.html Click on the ENROLL tab. Enter your WFG Agent ID. Enter your email registered with WFG. Verify information. Review quote. Check out. ​ Download the Step-by-step Setup brochure here. Set Up your Direct Deposit Get your commissions quickly and conveniently paid by completing and submitting the Direct Deposit Authorization Form available on MyWFG’s Back Office Support System (BOSS). Steps Go to www.mywfg.com Click on the Menu tab. Click on the Administration tab. Select BOSS Electronic Forms. Select Direct Deposit Authorization Agreement Form - US​ ​ ​ Set Up your Agent Website An agent website, provided and managed by the home office to all licensed agents, is a great way to improve and manage your brand. ​ Steps Go to www.mywfg.com Click on the Menu tab. Select Recruiting & Selling. Select Marketing Resources. Select Agent Websites. *Click here to visit our New Associates Basics page. ​ ​