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Creating Wealth From Home Program Set-Up Distributors Training Guide TM.

Published byDerek Langwell Modified over 9 years ago

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Presentation on theme: "Creating Wealth From Home Program Set-Up Distributors Training Guide TM."— Presentation transcript:

1 Creating Wealth From Home Program Set-Up Distributors Training Guide TM

2 Getting Started I.This PowerPoint will work to familiarize you with the process and docs involved in becoming an approved Client of The Universal Group. A.Distributor Application B.Agreements

3 Step 1: Distributor Application Complete the Distributor Application –Can be found at www.ugacinc.com/creating-wealth/www.ugacinc.com/creating-wealth/ –Complete Distributor Application in entirety –Sign Client Application –Include copy of VOIDED Check –Include Articles (applicable if LLC or INC) Fax or Email Distributor Application to Universal –Include: copy of Voided Check & Articles –Fax: 816.817.0887 –Email: compliance@ugacinc.comcompliance@ugacinc.com

4 Step 2: Agreements Upon receipt of Distributor Application, Agreements will be sent to you via email –Purchase Agreement/Collections Agreement (6-7 pg. Document) –Agreements will outline the Finance Program to include terms, rates, etc. Execute Agreements and Fax or Email: Attn: Compliance Department (816) 817-0887 Fax compliance@ugacinc.com

5 Program Approval You are now APPROVED to start submitting new business! (upon receipt of executed Agreements) –Login information for the Automated System will be provided –Training will be readily available

6 Contact Us Please feel free to contact me directly if there is any way that I may be of assistance. Client Services 888.842.2462 ClientServices@ugacinc.com

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