COMPANY & CREDIBILITY
Backed by a global Fortune 500 company ranked #9 on the "too big to fail" list.
Who is Aegon?
A: Number of new recruits required to qualify as a Training Agent (TA).
Q: What is 0?
A: The certification that allows an agent to run field training appointments and gain unlimited warm market exposure.
Q: What is the CFT (Certified Field Trainer)?
A: The ideal window for scheduling a follow-up appointment after a 1-on-1.
Q: What is 24–48 hours (maximum 72)?
A: The contract percentage for a Training Agent (TA).
Q: What is 25%?
A: The parent company for WFG’s securities broker-dealer.
Q: What is Transamerica Financial Advisors (TFA)?
A: Base shop production required to become a Marketing Director (MD) under the traditional track.
Q: What is the significance of 40,000 points?
A: The academy designed exclusively for SMDs and above.
Q: What is LS (Leadership Syndicate)?
A: The first three people a new recruit identifies during onboarding.
Q: What is their Board of Directors? (Top 3)
A: At this promotion, an agent becomes vested on renewals, trails, and residuals.
Q: What is MD (Marketing Director)?
A: The program designed to give every family access to world-class financial education with no minimums and no one left behind.
Q: What is the WFG Financial Needs Analysis (FNA)?
A: The life-licensed agent requirement for Senior Marketing Director (SMD).
Q: What is 10 licensed agents?
A: The requirement for becoming a Certified Agent before CFT.
Q: What is completing CFT Academy and passing the Certified Agent Interview?
A: The line in the script reminding the guest to challenge the trainer for maximum learning for the trainee.
Q: What is “Be difficult and ask lots of questions”?
A: The benefit that allows your business to transfer to a spouse automatically upon death or disability.
Q: What is the Spousal Beneficiary Designation?
A: Over 70,000 agents across North America and over 6,000,000 families helped since 2001.
Q: What is WFG’s impact?
A: To become an Executive Marketing Director (EMD), you need 3 direct SMDs and this many super base points in 6 months.
Q: What is 500,000 super base points?
A: The training program consisting of 6 classes over 12 weeks, designed to help agents develop two MDs and get to SMD.
Q: What is NGA (Next Generation Academy)?
A: The system that eliminates the need to door knock, cold call, or buy leads, by pairing agents for shared appointments.
Q: What is the Match-Up System?
A: At MD, agents become vested in these three types of continuing revenue streams.
Q: What are residuals, renewals, and trails?
A: This organization has helped over 6,000,000 families since 2001.
Q: What is World Financial Group?
A: The rolling 12-month production requirement to become a CEO Marketing Director.
Q: What is 1.5 million super base points?
A: The advanced principle that helps a leader rebuild from the bottom of a leg to reach executive promotions.
Q: What is the Builder’s Exchange (Exchange Leg) Principle?
A: The split on a Match-Up sale when a writing agent and referring agent work together.
Q: What is 50/50?
Who is the next Millionaire on our team?
Who is "ME?"