WHAT'S NEXT?

We know it may seem overwhelming at first, but with solid time management, great communication and action, success is all but guaranteed. We are committing to seeing you succeed, we hope you do too. The following are areas of focus and direction.

QUICK

ONBOARDING

LICENSING

STEPS

PLAN

IT OUT

GET

CERTIFIED

GET

PROMOTED

MASTER

SYSTEM

TRACK

MILESTONES

STEP 1.

QUICK ONBOARDING

Let's get you going quickly.

JOIN TEAM GROUPME
We use GroupMe for announcements, recognition, events and anything else we need to communicate with our agents.
SUBSCRIBE TO TEAM CALENDAR
Don't miss any agent training, provider events or product trainings.
CREATE PROFILE
If you haven't done so, take a minute and complete the form.

STEP 2.

LICENSING

Without a license, you can't be properly and fully compensated. So let's make sure we can take care of this step ASAP. Choose from one of the options below for instructions.

I AM LICENSED

I AM NOT LICENSED

STEP 3.

PLAN IT OUT

Our goal is to help you learn and earn income as soon as possible, we call it LCP30 (Licensed, Compensated & Promoted in 30 Days). Set a time with your trainer to plan things out.

SET A TRAINING SCHEDULE
Time management will be an important part of your success. Set some time aside to learn and master your business.
START THE SELF LEARNING - READ, LISTEN OR WATCH
Start by getting familiar with the concepts and ideas that the wealthy use and implement.
COMPLETE YOUR OWN FNA (FINANCIAL NEEDS ANALYSIS)
Before you start telling people to get their house in order, start with yours. If your goal is to improve your financial situation, begin by learning and implementing.

STEP 4.

GET CERTIFIED

It's our priority to get you a level of competence and confidence that will propel you to a successful career. Field Trainers help us duplicate our efforts quickly and simply. Becoming a Field Trainer is not easy, but it is simple. Below are same basic requirements and points on what it takes to become a Junior & Certified Field Trainer.

JUNIOR FIELD TRAINER

ACTIVE CLIENT
LICENSED, E&O AND PLATFORM IN GOOD ORDER
COMPLETE 10 FIELD TRAINING APPOINTMENTS
MASTERED PERSONAL STORY & PROPER EDIFICATION
CAN COVER THE COMPANY OVERVIEW (DISTURB & INTRIGUE)
CAN EXPLAIN COMPENSATION & PROMOTIONS
CAN PROPERLY F.O.R.M
CAN EXPLAIN (LB, EVEREST & MILLION DOLLAR BABY)

CERTIFIED FIELD TRAINER

ACTIVE CLIENT
LICENSED, E&O AND PLATFORM IN GOOD ORDER
COMPETENT RECRUITING ABILITY
COLLECT & DIAGNOSE FNA
CAN EXPLAIN (LB, EVEREST & MILLION DOLLAR BABY)

COMPETENT IN STRUCTURING IULS, FIA'S & Million Dollar Baby

MARKETING DIRECTOR*

ACTIVE CLIENT
LICENSED, E&O AND PLATFORM IN GOOD ORDER
COLLECT & DIAGNOSE FNA
CAN EXPLAIN (LB, EVEREST & MILLION DOLLAR BABY)

COMPETENT IN STRUCTURING IULS, FIA'S & Million Dollar Baby

CAN STRUCTURE & RUN TRAINING
MINIMUM OF $50,000 IN ROLLING 12*
MEET ALL COMPANY STANDARDS FOR MD PROMOTION

STEP 5.

GET PROMOTED

Our system is merit driven. All promotions are earned and never given. So exactly how do you advance within the company? Take a look at some of the ranks below for information on how to earn your next promotion.

LICENSED ASSOCIATE PROMOTION | 45%
LICENSED & APPOINTED
COMPLETE 10 FTA
3 DIRECT RECRUITS
20K AGENT POINTS

MARKETING DIRECTOR PROMOTION | 60%

5 LICENSED AGENTS
3 DIRECT ASSOCIATES
40K TEAM POINTS
EARN $10K IN A MONTH

SR MARKETING DIRECTOR PROMOTION | 80%

10 LICENSED AGENTS
3 DIRECT MDs
100k TEAM POINTS
$50,000 WATCH

STEP 6.

MASTER OUR SYSTEM

Our business is simple to understand and easy to learn. Here are the three areas to learn and master.

IDENTIFY TARGET

AUDIENCE

OUTREACH &

MARKETING

PRESENTATION

OVERVIEW

STEP 7.

TRACK YOUR MILESTONES

Simple milestone tracker for keeping track of your progress. The outcome of our training is to produce self sustaining, independent, and confident entrepreneurs. Duplication is key and our focus. If you follow what we do, you will get what we get.

GET AGENT CODE
START YOUR COURSE
SCHEDULE EXAM
GET LICENSED
GET CERTIFIED
EARN FIRST $1,000
GET PROMOTED TO ASSOCIATE
GET PROMOTED TO MD
EARN $5,000 IN A MONTH
EARN $10,000 IN A MONTH
10 RECRUITS IN A MONTH
20 RECRUITS IN A MONTH
EARN $50,000 WATCH
GET PROMOTED TO SMD
EARN $100,000 RING
PROMOTE 1st SMD

STEP 8.

IGNORE THE CRITICS

Now that you've made a decision to go into the entrepreneurial world, it is important to put yourself in a position to learn and grow. Negativity and criticism from others will come. Friends and family members can be critics, but also great supporters.

Remember, most people don’t succeed because they take advice from people they shouldn't have listened to.

  • Follow your intuition and what you want personally and professionally.
  • Feed your hunger and don’t compromise your vision in the face of criticism.
  • Reach out to your trainer and mentors when you hit roadblocks. We run a simple, but effective business. 

"YOU DON’T BUILD A REPUTATION ON WHAT YOU PLAN TO DO"

"The way to get started is to quit talking and begin doing."

-- Walt Disney

Products

Life Insurance

Annuities

Debt Management

Estate Planning


Contact

Home Office

Operations Team

Licensing Team


Copyright © 2021 Relentless Co.

WELCOME TO THE TEAM! 👋

Take a minute a help us understand how to better train and coach you by filing out this quick form.

Congrats, you'RE AHEAD!

You’ve taken care of one important step in your business. Our licensing coordinator will walk you through the process of getting appointed properly. You can also follow these instructions to help you expedite the appointment process. 

COMPLETE PRE-APPOINTMENT CHECK LIST

  • Anti-Money Laundering Course
  • Initial Annuity 8hr Course
  • Initial Long-Term Care Course

Visit www.webce.com/wfgusa to complete your course. Instructions:

  1. Click on Course Catalog
  2. Click Continuing Education
  3. Click WFG Initial Product Training
  4. Select the State you live in
  5. Select L&H Initial Product Training CE Package Initial 8-Hr LTC, Initial 8-Hr Annuity
  6. Select Anti-Money Laundering for the Insurance Industry
  7. Click Add to Cart
  8. Enter Payment Information
  9. Click Complete

SETUP E&O COVERAGE

You'll need to have your own separate policy to use with WFG. We use Marsh as our Vendor.


Go to https://www.secureaffinity.marsh.com/smb/wfg-tfa/en-us/access

  1. Enter your Agent ID & Email and follow the prompts.

SETUP DIRECT DEPOSIT

Log into www.mywfg.com

  1. MENU
  2. ADMINISTRATION
  3. BOSS ELECTRONIC FORMS
  4. DIRECT DEPOSIT AUTHORIZATION AGREEMENT FORM - US
  5. CONTINUE "Please enter the answer to the security question you have set"​


You will be asked to supply the following Information

  • Depository ( Financial Institution / Bank)
  • Account Information
  • Type of Bank Account
  • Account Owners

It is important that direct deposit is set up; otherwise there will be a $5 processing fee to every check.

NO LICENSE? NO PROBLEM

Let’s get you licensed asap. Our licensing coordinator will be reaching out to you to help you with the process. Below is an outline of the entire process. 

SIGN UP FOR EXAM PREP

If you haven't registered for your course, follow these instructions. 

  1. Visit www.examfx.com/wfg to complete your course. Instructions:
  2. Click on REGISTER NOW
  3. Enter licensing@iamrelentless.co
  4. Click NEXT STEP
  5. Select the INSURANCE PRELICENSING
  6. Select Life and Health Insurance
  7. Select NEXT STEP
  8. Select LIFE AND HEALTH INSURANCE $29
  9. Select NEXT STEP
  10. Skip the ADD-ONS 
  11. Click CONTINUE
  12. Click CREATE AN ACCOUNT 
  13. Fill out NEW USER REGISTRATION

REGISTER FOR EXAM

Each state operates and have different requirements for testing, be sure to visit your state Insurance Department website for more details. 


ExamFX Provides this helpful page with information on your states requirements, click here.

 

APPLY FOR LICENSE

Allow 24 hours for your information to be updated in the system before you're able to apply for your license.

  1. Visit NIPR (National Insurance Producer Registry)
  2. Click on Individual
  3. Select Social Security Number
  4. Fill out Personal Information
  5. Click Start
  6. Click Producer Licensing
  7. Click Initial, then Resident
  8. Select your Resident State, then Next
  9. Select Life Only (Select Accident & Health if you took your life and health exam too)
  10. Click Next, Fill Out All Required Information
  11. Answer Employment & Background Information
  12. Click Next, then Pay Fee



Once your application gets processed allow up to 2-3 weeks for an approval.

POST LICENSE REQUIREMENTS

When you registered for ExamFX you also received a discount code for your continuing education classes. Check your email and click on that link provided and follow instructions to take the required courses - Life, Annuity, AML, Long Term Care and Health Insurance CE

 

AML Certificate needs to be uploaded on mywfg.com website

Go to Menu > Administration BOSS Electronic Forms

Select AML Certification

Click Other for Vendor Used for the AML Course

Enter the Date you completed your AML Course

Click Continue 

Follow the DocuSign prompts and attach your certificate 

 

LTC and Annuity certificates are submitted directly to product providers 

IDEAL CLIENTS

MARRIED, AGE OVER 25, WITH CHILDREN, HOMEOWNERS, OCCUPATION/WORKING (MACHO)

Everyone should learn about money, but the market and demographic that tends value our services and information the most is MACHO.

IDEAL AGENTS

ENTREPRENEURIAL MINDED, LOOKING TO MAKE AN IMPACT, DISSATISFIED WITH THEIR CURRENT CAREER

People who value their time, understand their self-worth, have had previous success or those who are looking for change make for great candidates.

Who are the people that can learn, take advantage and benefit from learning the concepts of financial literacy and those who could become a credible referral source? This is your opportunity to create an effective referral network.

APPROACH & CONTACT - WHAT DO I SAY?

Now that you've identified the who, now what? Time to make the outreach. Your trainer will help guide you to ensure the best possible impression is made. Keep the following in mind, you are NEW and in TRAINING, so don't get too overwhelmed with having to know everything just yet.

What's the goal with your outreach? To schedule activity and complete your training. Use the Scripts below:

ETHOR

Let ETHOR be your guide when you're trying to find the right words. What's ETHOR? It stands for Excited, Training, Help, Opinion, Referrals. So when reaching out or having a conversation with others your conversation can go something like this:


I'm EXCITED about this new endeavor/opportunity and so far what I've learned has had tremendous value and impact. I'm in my TRAINING phase and in the process of my certification and I could use your HELP with getting the butterflies out. I value your OPINION and I want to get your feedback about what I'm doing so you can send me some REFERRALS in the future! Could you help me out?

3-WAY TEXT MESSAGES

Text messages are a great way to generate activity and market your business. One effective strategy is the 3-way text message that you and your trainer can send out. It's a nonchalant way to get the ball rolling. Feel free to copy and paste.


1st message:

Hey, _______! I need a small favor. I just took an opportunity to get state licensed and I need a few hours of training to get certified. Can you help me out?


2nd message:

I am excited about this opportunity! I have added (Trainer's Name) to this text thread, since he/she will be the one training me. I have 2 weeks to complete my on the training and I would appreciate your help. I have some availability on ______ and ______ of this week. Which time would work best for you? Hope I can count on you.


Alternatively


1st message:

Hi, _______ I just started working for this financial company and I am in training. I want to ask you for some help. I need to complete 10 training appointments for my field training to gain experience. I was hoping you could be one of those appointments. Can you help me out? (They say yes)



3rd message:

By the way, I am matched up with a very knowledgeable trainer and they will be doing a zoom with me and you (and spouse) They'll be going over what I am going to be doing. All I need you to do is to ask questions and at the end possible send me some referrals. Thanks!

PRESENTATION & OVERVIEW

YOUR TIME TO SHINE!

On this step, your goal is to watch, listen, and learn.

  • You'll be taught how to properly introduce and EDIFY your trainer.
  • Trainer will go over FORM to build rapport and customize the conversation.
  • Your trainer will go over our overview to create DISTURB and intrigue.
  • Depending on the individual(s) situation, one or more goals will take priority, i.e. more income, retirement, stability, insurance.


There are 3 ways to market your business.

  • One-on-One - It's you, your trainer and prospect.
  • Business/Company Overview - You invite prospects to one of the weekly held events.
  • Business Launch - You and your trainer host a private event to launch your business with a select group of people.


The overall outcome is to leave with a positive impression, build credibility, create awareness for referrals and potentially adding a new agent or client.

WHAT HAPPENS NOW?

There are three outcomes when we discuss our concepts, company and mission.

  • 100% are Impressed by what they learn, heard and saw
  • 70% become a Client, because it makes sense
  • 30% will JOIN you in business, because they're looking for a change, earn more money or looking to transition to a different industry or career