1. Anna Li’s Basic CORE training
Who We Are, & What We Do
Anna Li’s Basic CORE training
Anna Li's Basic CORE Training

2. Fortune Global 500 World's Largest Corporations
Rank, Company, Revenues ($millions)
1 Wal-Mart Stores 351,139.0
13 ING Group 158,274.3
19 Allianz 125,346.0
133 AEGON 45,939.1
139 Microsoft 44,282.0
181 Allstate 35,796.0
199 Prudential Financial 32,488.0
233 New York Life Insurance 28,365.1
274 Mass Mutual Life Insurance 24,863.4
July 23, 2007, Vol 156, P.133 2

3. AEGON, Slovakia
AEGON Spain
AEGON-CNOOC, China
AEGON USA, Cedar Rapids
AEGON Center, Louisville
AEGON, Hungary

4. An AEGON Company World Financial Group Investment Mortgage Insurance
SEC/FINRA
FED
STATE

5. How Do We Help People and Get Compensated? Pay You Broker Dealer
Commission
Broker Dealer
Pay You
Service
Provider
Open Account

6. Three Options for Your Benefits
Option 1 – Benefits from our services
We strive to become worthy of your trust by helping you fulfill your life’s financial goals
Allowing us to find the best solution for you
Option 2 – Self-Employed/Twin Career
Licensed
Earn supplemental income
Control your time
Potential positive tax benefits
Option 3 – Business Owner
Using our system, take leadership, build a WFG business as big as your commitment and vision
Take advantage of variety of incentives
Anna Li's Basic CORE Training
Anna Li's Basic CORE Training

7. 思维改变篇 你的想法决定你的人生 你的性格决定你的命运 你的喜好决定你的成功的行业 你的坚持不懈决定你能否战胜困难
你的综合因素决定你成功有多大
你的巨大潜能等着你去开发，没有完美的个人，只有完美的团对，集体的力量让每一个想成功的人成功！

8. FRANCHISE
MLM
INV/INS
TRADITINAL
BUSINESS
CORPORATION

9. We are A Broker-Dealer Firm
that are aligned with some of the most respected companies in the financial services industry. Products providers include: 4 4 4 4
4 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. and World Group Securities, Inc.

10. Products We Offer Qualified Plans College Funding
401k / 403b / IRA / Keogh / SEP IRA / ETC.
College Funding
529 / Education IRA / VUL
Investments
mf, stock
Mortgage
Insurance
Life Insurance
Term / GTerm / UL / VUL/ WL / VA
Health Insurance
LTC
P & C
Business Insurance
Estate Planning

11. WFG vs. Direct Sale Recruit (ownership, w-9 form, company cost low)
Cold Market become Warm Market
Good Products (Choose from different company)
Recruit (ownership, w-9 form, company cost low)
Cold Market become Warm Market (Trust)
Products are acceptable

12. WFG vs. Direct Sale (con.)
Commission (You can sale to make living, you still can recruit more to build big)
Dual licensed required (high regulation)
Only get bonus for 6 generation (Depend on your ability)
Commission (You can not make living relay on sale, you have to recruit more)
No license required
Upline always override downline (top is good)

13. Anna Li's Basic CORE Training
Family Needs Analysis
Protection
Emergency Funds
Investments
Luxury
Disability Insurance
Health Insurance
Life Insurance
Securities
Real Estates
Cash Fund
CDs
Policy Ownership
Who Owns the Policy?
The Policy belongs to the owner named in the application. The owner may exercise all rights and options described in the Policy.
The owner is the insured unless the application specifies a different person as the insured.
If the owner dies before the insured and no contingent owner is named, then the ownership of the Policy will pass to the owner’s estate.
Anna Li's Basic CORE Training
Anna Li's Basic CORE Training

14. RISK Secure X Life Challenge: E-Dad’s Early Comfort and Late Dilemma
What? - From E-Dad to E-Daddy?
- From E-Dad to B-Dad?
When? - Secure Zone?
- Risk Zone?
Marketable
Value
Secure
E-Dad’s Comfort Zone
RISK
E-Dad’s Dilemma
Responsibility
Loading

15. Average Age At Death by Age at Retirement
Sources: Dr. Ephrem (Siao Chung) Cheng study (

16. 世界各国金融业务的布局 在亚洲, 家庭储蓄及资产均以现金及银行存款为主. 但消费者对长期投资及寿险的需求在逐渐增加. 中国 其它 相互基金股票
固定利息债劵
退休金 寿险
现金/银行存款 香港 马来 西亚 新加 坡 印度 日本 台湾 韩国 泰国 中国 菲律 宾 印度
尼西亚 英国 美国
家庭平均收入(美元 000) 44 8 22 5 63 35 26 3 3 4 1 38 50

17. Personal Power vs. Team Power
Restaurant VS. McDonald
Coffee Shop VS. Starbucks Coffee
Retail Store VS. Wal-Mart
Traditional Financial Company VS. WFG
System! System!! System!!!

18. Brief Overview of BFS—Simple but not Easy
1. Prospecting 2. The Approach/contact 3. The Presentation 4. The Follow-up 5. The Start –up
6. Duplication

19. Team Duplication  Greater Success
Which Business Model is Better Model A or Model B
Model A
Training Associate
Self-Learn & Study
No Team  Quit
License
Shield Team
Build Some Team
No Experience
Team Copy
No $$$  Team Disappear
Your Business Die & You Disappear Too
A’s System Doesn’t Work
Model B
Training Associate
Learn & Study & Do It First
Build Team
License
Field Training
Profession
Experience
Business system
You Make $$$ & Own business
Team Duplication  Greater Success
WFG System Works !!!
Set Good Example
Anna Li's Basic CORE Training
Anna Li's Basic CORE Training

24. Where is your position in WFG
Top (Ownership)
You
小钟的故事
(31,536,000)

25. Team Promotion Guideline
A: % $2,500/yr
SA: % $3,500/yr
MD: % $4,500/yr
(** Each case over 2,000 points to count
** Teammates from other financial companies or relate field we offer special promotion guideline)
**Team Promotion Guideline Reserve the Right to change**

26. Requirement—After get Security License
TA-25% Commission Base $1,500/yr
A—35% Commission Base $2,500/yr
SA-45% Commission Base $3,500/yr
MD-55% Commission Base $4,500/yr

27. Follow the Step by Step, we will Success together!
See you at top!
Follow the Step by Step, we will Success together!