1. ORIENTATION CLASS PHASE II

2. Reminders! New Team Members Submitted AMA's Completed Lists
Are you a client yet? (No Hypocrites, please)
3 Guests to next overview

3. WELCOME TO YOUR FUTURE!
Congratulations! You now own your own business within our business.
The first step for you is to begin to think like an entrepreneur, not like an employee. .
One of the great things about WFG is that YOU are in control of your future, not a boss or a corporation.
Unlike most businesses, however, you do have incredible support here. We can’t do it for you, but we’ll help in a host of different ways…

4. Support System…
Local Leadership- Your field trainers and Marketing Directors have all done what you are about to do, and are there to help you succeed.
Training Classes- Several times per week at your local office, quarterly events at larger facilities, semi annual events throughout the country.
MYWFG.COM- Run your company from your computer.
Home Office- (770) You now have approx. 300 employees “working for your business”. Relax, you don’t have to pay them!
And much, much more…

5. Our Mission To become the most influential financial marketing company in history. Our Vision WFG is poised to lead a global financial revolution by redefining the distribution of financial services.

6. New Businesses In The U.S.
Over 1 million people start a business each year.
By end of 1st year- 40% out of business.
Within 1st 5 years- 80% (800,000!) gone.
Of remaining 20%, 80% will be gone in the 2nd 5 years.

8. WHY? See the Young Woman Baking Pies.
See the Young Woman Start a Business Baking Pies.
See the Young Woman Become an Old Woman.
NO SYSTEM!!!!!!

9. WFG ?, SYSTEM !! Established Mission and Vision
Incentives for Everyone to Grow and Succeed
Clearly defined promotions
SYSTEM!!!!!!

10. Franchise Concept
The average McDonald’s restaurant produces more than $2 million in annual sales, and is more profitable than almost any other retail business in the world, with an average 17 percent pre-tax net profit.
p.81- Emyth

11. Way Better Than Burgers!
76 million baby boomers
Gen Y- same investments as their grandparents?
Active Money Management
Tax Advantaged Investments
Debt Management
Career Growth & Opportunities

12. BELIEF IN THE FIRM!

13. Over $600 Billion in assets
Traded worldwide on 5 stock exchanges
One of the top 3 largest financial service companies in the world
Recognized by Forbes magazine as one of the top 100 most globally admired companies on the planet

14. Over $90 Million Dollars Per Day Comes Across AEGON ‘s
Desk!
“Of all the Aegon companies, we see WFG/TFA as having the most potential.”
Don Shepperd
CEO, AEGON USA

15. AEGON and WFG/TFA do not commercially advertise in the U. S
AEGON and WFG/TFA do not commercially advertise in the U.S. Still, their revenues are in line with brand name companies that spend millions annually on advertising.
2011 Revenues ($ billions)
AEGON N.V. $ 31.7
McDonald’s $ 27.0
Staples $ 25.0
Xerox $ 22.6
Nike $ 20.8
Gap $ 14.5

16. …and now a company you
have heard of

17. …and now a company you have heard of
Following a merger on January 6th, WFG now enjoys all of the support, branding and resources of Transamerica to become the 7th largest broker/dealer in the nation!

18. 1st Class Company! WWW.FINRA.COM
Lists all broker dealers in the country
Shows all public disclosed events

19. Public Disclosed Events
American Express = 52
Merrill Lynch = 12
Edward Jones = 144
Met Life =
Transamerica Financial Group = 15

20. -Recent FINRA Audit- 2 Weeks, 5 Examiners, 7000 Apps reviewed!
Clean Bill of Health!!

21. How Is Our Company Structured?!
BELIEF IN THE COMPANY!
How Is Our Company Structured?!

22. Real Estate Business Broker Agent Agent Agent $1500 $1500 Training
Office
Sales Manager
$1500
Agent
License
Training
Office
Agent
Agent

23. Real Estate Business Broker Broker Agent Agent Agent $1500 $1500
(Competition)
Broker
Training
Office
Sales Manager
$1500
Agent
License
Training
Office
Agent
Agent

24. WHAT DO I DO FIRST. Don’t “Filter Out”. 8 Filters 1. Stay After Corp
WHAT DO I DO FIRST? Don’t “Filter Out”! 8 Filters 1. Stay After Corp. Overview 2. Get Information Packet 3. Schedule Follow Up Interview 4. Complete AMA 5. Create Business plan 6. Complete Financial Strategy 7. Develop Business Building List 8. Begin Field Training ASAP Attend “Fast Start School”!!!

25. HOW DO I GET PROMOTED?
Get trained by scheduling Training Appointments.
Let your Trainers assist you earning points and income
Begin “staffing” YOUR company with new associates.
REMEMBER: WE ARE HIRING MANAGERS!

26. A Training Associate becomes an Associate by:
You TA
3 – 3 – 30 (Hiring 3 new associates for YOUR company and observe your field trainer complete 3 non-securities sales calls in 30 days.) OR A

27. A Training Associate becomes an Associate by:
20,000 net TEAM points in a rolling 3 months
You
7,000 pts. A TA A
You
20,000 pts. TA TA TA
3,000 pts.
2,000 pts.
8,000 pts.

28. A Training Associate becomes an Senior Associate by:TA
10 – 10– 30 (Hiring 10 new associates for YOUR company and observe your field trainer complete 10 non-securities sales calls in 30 days.) TA
You SA TA TA TA A TA TA TA TA

29. An Associate becomes an Senior Associate by:
3 direct associates in your TEAM
4 Life-licensed associates in your TEAM
30,000 net TEAM points in a rolling 3 months
You
12,000 pts. SA
3,000 pts. A SA
You
30,000 pts. TA TA TA TA
3,000 pts. TA
8,000 pts.
3,000 pts.
1,000 pts.

30. A Senior Associate becomes an SMD by:
10 licensed associates in team (6 - life licensed)
3 direct legs (including 2 Senior Associates)
75,000 net TEAM points in your base shop
$35,000 or more in rolling 12-month cash flow
30,000 pts.
to SA
30,000 pts.
to SA SA TA
SMD SA TA
20,000 pts. to A TA A TA

31. WORLD CLASS COMPENSATION

32. Training Associate
25% - 30% CONTRACT
4 Clients x $2500 annually = $10,000
$10,000 X 25% to 30% = $2,500 -$3,000 Monthly
$30,000 to $36,000 Annually Part-time (…but you shouldn’t be a TA that long)

33. Associate $42,000 to $48,000 Annually Part-time 35% - 40% CONTRACT
4 Clients x $2500 annually = $10,000
$10,000 X 25% to 30% = $3,500 -$4,000 Monthly
$42,000 to $48,000 Annually Part-time

34. Senior Associate Assume Four Personal Clients
45% - 50% CONTRACT
4 Clients x $2500 annually = $10,000
$10,000 x 45% - 50% = $4,500 -$5,000/mo.
Assume 10 Team Clients
10 Clients x $2500 annually = $25,000
10% average Override = $2,500 monthly
Total: $7,000-$7,500 per month
$84,000 to $90,000 Annually

35. Senior Marketing Director
Assume Four Personal Clients
65% - 81% CONTRACT
4 Clients x $2500 annually = $10,000
$10,000 x 65% - 81% = $6,500 -$8,100/mo.
Assume 10 Team Clients
10 Clients x $2500 annually = $25,000
30% average Override = $7,500 monthly
Total: $14,000-$15,600 per month
$168,000 to $187,200 Annually

36. Senior Marketing Director
Yes, that’s $168,000 to $187,200 Annually
Plus
Renewals, Trails, Bonuses
Stock Options, Generational Overrides
Ownership of Your Book of Business
and…..

37. Senior Marketing Director
you just quit being self-employed,
and became a BUSINESS OWNER

38. Recognition and Rewards
WFG
Recognition and Rewards
The WFG environment allows ordinary people to achieve extraordinary things.
* All contests, awards, and related promotional criteria, events and designations are offered jointly by or through World Financial Group (WFG or World Financial Group) and Transamerica Financial Group and division of Transamerica Financial Advisors, Inc. (TFG or Transamerica Financial Group).
** Many people have experienced various levels of success with World Financial Group. However, individual member experiences may vary. This statement is not intended to nor does it represent that any current member’s individual results are representative of what all participants achieve when following the World Financial Group system.

39. SUCCESS SOCIETY WATCH

40. WFG $100,000 Ring Club

41. 5 M’s Of A Business Plan 1. Money/ Motivation: What’s your “WHY” 2
5 M’s Of A Business Plan 1. Money/ Motivation: What’s your “WHY” 2. Manpower/ Team: 100 Contacts=30 Appts.= 20 Clients = 10 Associates 3. Market: Boomers, Seniors, Businesses 4. Management/ Field Training: Who are yours? 5. Methods/ Marketing Tools: Brochures, Presentations, etc.

42. NOW WHAT. 1. Get together with your Trainer 2
NOW WHAT? 1. Get together with your Trainer 2. Bring at least 3 guests at next BPM. 3. Complete at least 1 Training Appointment before BPM. 4. QUALIFY FOR “FAST START SCHOOL”