Wealth Wave
Wealth Wave's Vision
To eliminate financial illiteracy
How many types of "How Money Works" books are there?
Three
The financial industry is bigger than the _______ and __________ industries combined.
Retail, real estate
What is the first thing we should do if we see a guest alone?
Initiate contact.
Wealth Wave is also know as the
The 7 Money Milestones Company
Sharon Lechter co-authored __________ with Robert Kiyosaki.
Rich Dad Poor Dad
True or false - The financial industry is the largest sector of the economy?
True
What is the minimum dress code at the office?
Business Casual
How many websites do you get with the free WealthWave plan?
Two
Great Tools + __________ = Business Success
Great Words
Wealth Wave is owned by ________.
Transamerica / AEGON.
The most important ingredient for a successful meeting is _______.
Commitment.
What tool do we use to teach families how money works?
The How Money Works Book.
If my bank account is giving me 6%, how long will it take for my money to double?
12 years
Selling or advising someone on life insurance is legal before your licensed, as long as your not the writing agent. True or False.
False
Getting up during is training is only acceptable during an _______.
Emergency.
Financial literacy is....
The ability to understand basic personal financial concepts and use them to make healthy financial decisions.
What are the 7 Money Milestones in order
Education, Protection, Emergency Fund, Debt Management, Cash Flow, Build Wealth, Protect Wealth
Someone who is life/health licensed is technically a _________. (Hint: 3 words, not producer and life insurance agent)
Licensed financial professional.
I should be ________ and _______ during meetings because it helps me retain information and clarify.
Taking notes, asking questions.