WFG
Co-Founder
Who is Rich Thawley?
Transfer of risks
What is the definition of Insurance?
Two types of Annuity Plans
What are Fixed and Variable?
Background Check and Process to be an Agent
What is AMA(Agent Membership Agreement)?
EVCs within Cruzadernation
Who is Jun Delacruz and John Cordero?
Sister Company
What is Transamerica?
Temporary or Permanent
What are the two types of Life Insurance?
Brokerage used by WFG to offer Annuities
What is AMS?
Steps to be completed upon passing state exam
What is Fingerprinting, State License Application, WFG Insurance Agency Agreement, Errors & Omissions, 3 Course Certifications via Kaplan and Appointments?
Our Transamerica Regional VP
Who is Trung Ngo?
Headquarters
Where is Atlanta?
Death Benefits Temporary Plan
What is Traditional Term?
Providers used by AMS(at least 3)
What are Athene, Nationwide, Global Atlantic, North American, and F&G?
3 Business Partners
What is the Associate Promotion?
Broker we use for non-platinum providers and alternative companies
What is CRUMP?
Name before WFG
What was WMA?
Oldest Life Insurance Contract
What is Whole Life?
2 types of Bonuses offered by Providers
What are Principal Bonus and Income Bonus?
Marketing Director Promotion
What are 5 Licensed Business Partners and 40K points in rolling 90 days?
The biggest Broker, Builder and Income Earner in WFG
Bought WFG and Transamerica
What is Aegon?
Three types of Universal Plan
What are Traditional, Variable, and Index?
Our Regional VP with AMS
Who is David Kingsley?
Guaranteed Permanent Override Percentage as an SMD to first generation
What is 17%?
Two Other Co-Founders of WFG
Who are Monte Holm and Jack Linder?