The Basics I
The Basics II
Investments
Investments and Insurance
Basics III
100

The first step in the Business System Manual.

What is prospecting?

100

Questions that elicit a one word response.

What are "Closed Ended" questions.

100

Tax-advantaged is one of these.

What are different ways to earn money on investments?

100

Fixed-indexed, variable, fixed, risk indexed-linked are types of these.

What are types of annuities?


100

We can expand our warm market by conducting various activities. One process should be conducted on a non-stop basis with everyone we meet. 

What is FORMing?

200

The one "always on" activity for those in this business.

What is Prospecting?


200

They are closing, company, compensation, concepts and crusade.

What are the 5 C's?

200

An investment that does not put 100% of the clients contribution towards the asset.

What are A-share Mutual Funds?

200

Income riders, life insurance, long-term care insurance all have this feature in common.

What are guarantees?

200

This is one trait encapsulates what every prospect must desire and be challenged about receiving.

What is strong leadership?


300

The second step of the Business System manual.

What is Approach/Contact?

300

The third and sixth steps of the Business System Manual.

What are the Presentation and Duplication steps.

300

Investment that predominately generates gains and frequently avoids losses.

What are indexed investments?

300

This can lead to excess investing and over-exposure to risk.

What is over-investing?

300

This 5 letter acronym can be used to help identify good candidates.

What is STEAM?

400

The third item in this process aligns with boating, hobbies, sports, theater, etc.

What is FORM?

400

Making friends, solving problems, getting referrals and making WFG the solution.

What is a Mantra for succeeding at the WFG business?

400

A 42.9% annual gain after a 30% annual loss produces this result.

What is an example of "Breakeven" in the market?

400

Taking this approach while building your nest egg, will make all your income in retirement, including, including Social Security, not taxable.

What is income from IUL loans and Roth proceeds.

400

Here are three of seven attributes in this category:

Mastering the invitation, Remaining positive and Being coachable.

What are Seven Keys to a Fast Start?

500

The key step of the Business System manual that helps promote competent, speedy business growth.

What is Duplication?


500

When you do your best to answer questions from prospects.

How do you get into the scenario of disaster?

500

The drop in stock value from its peak to its lowest value before subsequent recovery.

What is Maximum Drawdown?


500

This trait helps agents to develop good solutions for clients, increase referrals, and build their team.

What is curiosity.