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STEP 12: Earn Promotion Everything You need to know when first joining our firm! What to do: Associate promotion: 3-3-30. Senior Associate promotion: 10-10-30. MD promotion: 3-4-5. $50,000 Watch. SMD promotion. Resources: 3-3-30 Strategy brochure. U.S. Compensation & Advancement Guidelines.

STEP 4: 1-1-7 Everything You need to know when first joining our firm! What to do: Get protected and become a client. Recruit your first Business Partner. Your New Business partner goes through the System. ​ ​ Notes: ​ ​ Complete the 1st Partner Candidate List . Review your 1st Partner Candidates list with your designated CFT/SMD. Recruit your 1st Business Partner. Put the new Partner go through the process. ​ Resources: 1st Partner Candidate List in English. 1st Partner Candidate List in Spanish. Licensing Coordinator 3-Way SMS (to be sent by Recruiter to both the Recruit and Licensing Coordinator). Licensing Coordinator Introductory Email & SMS Templates (to be sent by Licensing Coordinator) .

Step 4: Download Helpful Apps & Sites Everything You need to know when first joining our firm! 01 wfg launch www.regsitration.wfglaunch.com 02 zoom www.zoom.us 03 group me www.groupme.com 04 whatsapp www.whatsapp.com 05 google drive www.google.com/drive/ 06 wfg pulse www.mywfg.com 07 transamerica Life sales www.lifesales.transamerica.com 08 nipr www.nipr.com 08 adobe scan www.acrobat.adobe.com 09 j.p. morgan www.am.jpmorgan.com 10 CALCULATORS www.calculatestuff.com 11 pinnacle elite www.pinnacleelite.com

Step 2: Continuing Education Everything You need to know when first joining our firm! Follow these simple steps: • Go to www.mywfg.com • Click on the Menu tab on the Home page. • Click on Licensing & Appointments. • Click on Licensing. • Click on Continuing Education. • Select your preferred provider - Kaplan Financial is recommended. • Sign Up and follow the instructions. *To check your Continuing Education Course Status, go to www.nipr.com Contact Information 800-824-8742. For assistance with placing an order, select Option #1 If you are currently enrolled and need assistance, need certificate reprints, or need help locating/tracking materials, select Option #2 for Student Support. Student Support is available Monday-Thursday (7am - 6pm CST) and Friday (7am - 5pm CST) Email: contactus@kaplan.com For assistance with account creation, accessing your courses, or other online course assistance, select Option #3 for Technical Support. Technical Support is available Monday-Thursday (7am – 9pm CST) and Friday (7am – 8pm CST) Email: kfeducation@kaplan.com All emails will be answered within 24 hours including weekends. ​ ​

A Marketing/Recruiter's Mentality Everything You need to know when first joining our firm!

Duplication Everything You need to know when first joining our firm!

STEP 13: Certified Field Trainer Everything You need to know when first joining our firm! What to do: 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. Notes: 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. Resources: Coming soon! ​

Step 2: Get Licensed 1. Complete your 02-15: Life, Health & Variable Annuities Course 2. Complete your State Exam 3. Obtain your State License Complete your Fingerprints 4. Get your Fingerprints Helpful Links Exam FX Xcel Testing Pearson Vue IdentoGo NIPR

Step 4: Download Helpful Apps Everything You need to know when first joining our firm! 01 wfg launch www.regsitration.wfglaunch.com 02 zoom www.zoom.us 03 group me www.groupme.com 03 whatsapp www.whatsapp.com 03 google workspace www.workspace.google.com 03 wfg pulse www.mywfg.com 03 transamerica Life sales www.lifesales.transamerica.com 03 adobe scan www.acrobat.adobe.com 03 j.p. morgan www.am.jpmorgan.com 03 moneychimp www.moneychimp.com WFG Launch Steps: ​ Log in to www.registration.wfglaunch.com Open it on your Phone Save it to AMA a new partner on the spot or send it to them for completion . Remember to give them your WFG Code to fill in the "Recruiter Code" Follow all the Steps from Getting Coded to State License requisites. Zoom HD Video and Audio Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Built-in collaboration tools Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. Meet securely End-to-end encryption for all meetings, role-based user security , password protection, waiting rooms, and place attendee on hold. Recording and Transcripts Record your meetings locally or to the cloud, with searchable transcripts. Streamlined Calendaring Support scheduling or starting meetings from Outlook, Gmail, or iCal. Team Chat Chat with groups, searchable history, integrated file sharing, and 10 year archive. Easily escalate into 1:1 or group calls. ​ Zoom Video Resources Library Group Me It's like a private chat room for your small group. Have as many as you want, and it's always free. Now, you can coordinate with coworkers, organize a game night, and keep in touch with family all in the same place. ​ How to view our Daily Calendar Events Open your GroupMe App Click the GroupMe Team icon on the Top Right hand of the screen. Here you will have a Menu showing the Members, Gallery, Calendar, Polls, Popular items and Settings. Choose Calendar Confirm your attendance ​ WhatsApp With WhatsApp, you'll get fast, simple, secure messaging and calling for free*, available on phones all over the world. Available for Mac/PC, Android and iPhone . Your Personal Website An integrated workspace that’s simple to use, Google Workspace lets you spend less time managing your work and more time actually doing it. WFG Pulse This app, available for iOS and Android devices, keeps your finger on the pulse of your WFG business. The Pulse App Dashboard quickly displays a variety of your business' key data - such as recruits, points, net point ratio - all of which can be sorted by personal, base, super base or super team. ​ Use WFG Pulse to access commission statements, points and recruits, leader's bulletins, total cash flow and custom reports. You also can view a Checks Report which shows you everyone on your team who has received a check. ​ The Pulse App also allows you to set alerts so you are notified of any changes or updates in the areas you wish to monitor. You can turn alerts on for personal, base, super base or super team and stay up to date on the growth of your business. Transamerica Life Sales Quotes Run quick and easy quotes for the Transamerica Life Products. Adobe Scan The free Adobe Scan mobile app works on your mobile device, scans documents into PDFs, and automatically recognizes text.. Available for Mac/PC, Android and iPhone. J.P. Morgan Guide to the Markets The free Adobe Scan mobile app works on your mobile device, scans documents into PDFs, and automatically recognizes text.. Available for Mac/PC, Android and iPhone. MoneyChimp This website is mostly used for their interactive calculators. moneychimp

STEP 8: Business Plan Everything You need to know when first joining our firm! What to do: Understand the Compensation Plan & create your Business Plan with your SMD. Download our team’s Build your Database guide. Schedule the List Building Through Curiosity™ course. Schedule the Inviting Through Curiosity™ course. Schedule the Time Management Through Curiosity™ course. Schedule the Connecting Through Curiosity™ course. Schedule the Selling Through Curiosity™ course. Join our next contest, Eagle Academy, NLA, (Next Level Academy), Convention, etc... Attend all the training sessions you can… IT’S YOUR BUSINESS! Match up with a CFT (Certified Field Trainer) and schedule to make calls for your following appointments. Become a Net License Associate in the next 30 days. Resources: How to Build your Database in English. How to Build your Database in Spanish - coming soon! Understanding Commissions video . Understanding Points video . Advancements Guidelines video . Compensation & Advancement Guidelines brochure. Links: Trainings & Events Calendar

One-on-One Presentations Everything You need to know when first joining our firm! Main Tools for the One-on-One Presentation (BMP) Two Page Company Overview Keys to a Successful Presentation BASICS Home Presentation BPM Power Point Presentation Trednsetter LB Brochure Feedback Sheet Feedback Sheet - Google Forms

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STEP 14: Leadership Factory Everything You need to know when first joining our firm! What to do: 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! Resources: Coming soon! ​

STEP 9: Grand Opening Everything You need to know when first joining our firm! What to do: 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 with all guests who attended and did not! ​ ​ Notes: Remember that usually all Grand Openings are linked to a BPM​, so remember to send invitations at least 5-7 days prior and to confirm via phone, email, and text message. Confirmation shall happen 24 hours and then again 2 hours before the event. This should be followed by an immediate Follow Up the same or next day after the Grand Opening/BPM. Download and review our Corporate Brand Guidelines for other color and font options. ​ Resources: BPM - Invitation. BPM - Breaking the Floor. Advertising Guidelines. Brand Guidelines. Design Suite.

Step 3: Compensation & Advancements How you get Paid and Advance in your Commission Contract! Understanding Commissions Video Understanding Points Video Advancement Guidelines Video Compensation & Advancement Guidelines