Compliance
WFGIA Reminds agents that they are ONLY permitted to sell ____________ Products and Services when representing WFG/WFGIA.
WHAT IS AUTHORIZED?
Training Agents, Agents, Senior Agents and/ or Marketing Directors and Senior Marketing Directors in an organization is called it's
WHAT IS BASE SHOP>
First event that will be be held in February 2025?
WHAT IS CHAMPIONS BOWL?
Location of Team Supreme's first Splash event help in 2024?
WHAT IS ATLANTA?
The Mission
WHAT IS NO FAMILY LEFT BEHIND?
Can open a non-securities location office?
WHAT IS LEVEL 20 SMD?
Rolling Time
WHAT IS PERIOD (DAYS OR MONTHS) USED TO CALCULATE YOUR PRODUCTION FOR ADVANCEMENT?
First WFG Event for 2025?
WHAT IS HAWAII 2025?
Number of SMDs in Team Supreme as of December 2024
WHAT IS 14?
You must read these books to be promoted from TA to an Associate level
WHAT IS RETIREMENT MIRACLE, MONEY WEALTH & LIFE INSURANCE, THE POWER OF ZERO?
The penalty for using team names on public facing websites, social media accounts or publicly available marketing materials?
WHAT IS FINES, SUSPENSION AND OTHER DISCIPLINARY ACTIONS INCLUDING TERMINATION?
The formula to calculate commission
WHAT IS COMMISSIONABLE AMT * FIELD% * AGENT LEVEL?
Largest event held by WFG yearly and where
WHAT IS NATIONAL WFG CONVENTION, LAS VEGAS?
Five Current MDs
WHAT IS Daniel, Dr. Emmanuel, Linda, Mirabel, Dr. Richard, Cederick, Annie, Dr. Alice, Augustine, Mary, Mona, Nadine , Elanor, Regina?
3/6 Theory 202 books
WHAT IS TAX FREE RETIREMENT, LOOK BEFORE YOU LIRP. THE VOLATILITY SHIELD, FAMILY BANK STRATEGY, THE WEALTHY PHYSICIAN, THE FINANCIAL POCKETKNIFE?
The ACT that PROHIBITS persons convicted of any criminal felony involving dishonesty, breach of trust or violation of the act from engaging in the business of insurance without written consent of state IRA?
WHAT IS TITLE 18 US CODE SS 1033& 1034 ("THE ACT")?
After successfully logging in to you WFG account, list the steps you would take to set up your direct deposit
WHAT IS MENU- WFG FORMS- BOSS ELECTRONIC FORMS- DIRECT DEPOSIT AUTHORIZATION AGREEMENT FORM?
Two qualifiers for Hawaii 2025
WHAT IS DR. BRENDA & ALVIN LAILAM/ ALVIN & ABERDEEN VERLA?
Supreme hosts two meetings weekly.
Days and times they are held.
WHAT IS BPM- Tuesday 8pm CT
Master Your Craft- Friday 8pm CT?
WHAT IS A WATCH?
Knowing your customer:
As an agent you would need to go through the process of identifying and verifying your client. Which Act governs the customer verification process?
WHAT IS USA PATRIOT ACT
The Four (4) point levels/ categories
WHAT IS PERSONAL, BASE SHOP, SUPER BASE, SUPER TEAM?
Percentage required that will determine Tiger School qualification
WHAT IS 75% OR HIGHER?
Our goals as a team is best summarized as the acronym B.E.S.T.
WHAT IS
BUILD LEADERS, EDUCATE FAMILIES, SERVE COMMUNITIES, TRAIN OTHER FINANCIAL PROFESSIONALS?