WFG System
Parent Company
What is AEGON/Transamerica?
(In Order) The 3 enemies of money are 3._____, 2.________, and 1._______ (as the #1 enemy)
What are:
3. Inflation
2. Taxation
1. YOU!!!?
Calculating insurable need, define DIME
What is Debt Income Mortgage Education?
BP
What is Business Partner?
Define FORM
What is Family Occupation Recreation Message?
What does a BPM stand for?
Business Presentation Meeting
This tax bucket includes the 401k, 403b, IRA, TSP, 457 and pension plans?
What is Tax later (tax deferred)
Maintains the same level of insurance while your cash value grows; death benefit equals face plus cash value
What is Increasing Death Benefit Option (DBO)?
A recruit that has earned $1000
What is net licensed?
ETHOR = Excited Training Help Opinion _____
What is referral?
Anyone on your team is part of your____
What is Baseshop?
The acronym LIRP stands for
What is Life Insurance Retirement Plan?
Name 3 Riders of Term LB
What is Terminal Illness, Chronic Illness, Critical Illness?
"We ______ on Zoom,
we ______ in person."
- Mark Chuthar
What is Train; Build?
Close for an appt using alternative choice
What's better for you: weekend or weekdays?
We represent over 140+ financial firms across the country instead of just one company. We are ___.
What is non-captive?
Dream Map/Financial Needs Analysis (6 Things we cover)
What is Cash Flow/Debt Mgt/Proper Protection/Asset Accumulation/Emergency Funds/Estate Preservation?
Which growth strategy should we recommend to someone who's looking to grow their money SAFE and PRODUCTIVE?
What is an Indexed Annuity/IUL?
AMA
What is Associate Membership Agreement?
The #1 outcome for a phone call is
What is scheduling the appointment?
4 quadrants of Cash Flow
What is ESBI?
Employee/Self-Employed/Business Owner/Investor
Paying off the lowest balance debt first, then adding that payment to the next lowest debt
What is debt snowballing?
Use pre-tax dollars to fund the account and you will be taxed on the entire account value once you withdraw your funds
What is tax later/qualified?
A Recruit isn't a recruit until he/she has a....
What is recruit?
MACHO Market
What is Married, Ambitious, Children, Homeowner, Occupation?