Fast Start Packet

Fast StartPacketA Transamerica CompanyFor training purposes only. For internal use only.

Take the first steps toward buildingthe business you’ve always wanted.For training purposes only. For internal use only.

Name:Date Started:Licensed Trainer:Senior Marketing Director (SMD):Top 25 Market ListField TrainingGuest (BPM/One-on-One)WFG Financial Needs AnalysisTraining MaterialsReviewed by:InitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameInitialsPrint NameReviewed by:Reviewed by:Reviewed by:Reviewed by:This associate is qualified to attend the Fast Start School on:SMD Signature:For training purposes only. For internal use only.1

2For training purposes only. For internal use only.

Part 1Complete the following within the next 10 days to qualify for Fast Start Training.Part 1 must be completed prior to Fast Start Training attendance.Step1Complete the Top 25 Target Market ListDate Completed:Step 2Begin Field TrainingDate Completed:Step 3Bring a Guest to a BPM or Have a One-on-One OverviewDate Completed:Step 4Complete your WFG Financial Needs Analysis*Date Completed:Step 5Obtain & Review Fast Start Training Material:The WFG System ManualDate Completed:* The WFG Financial Needs Analysis, developed by World Financial Group, is based on the accuracy and completeness of the data provided by the client.The analysis uses sources that are believed to be reliable and accurate, although they are not guaranteed. Discuss any legal, tax or financial matter withthe appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any specificsecurity or financial service.For training purposes only. For internal use only.3

Step 1 Complete Top 25 Target Market ListExecutive Memory JoggerCoworkerBossSupervisorManagerExecutive AssistantPersonnel ManagerPartnerSalespersonCustomerLandlordParking AttendantCoffee ShopCar PoolLunch FriendCompetitorSomeone who hates to loseUnion MemberComplainerInspectorPension Plan ManagerDelivery PersonExpress Mail PersonMailmanSomeone who lost a jobSomeone who almost lost jobJob-hunting friendSomeone who hates his/her jobSomeone who wasn’t promotedSeeking a part-time jobWalking EncyclopediaLikable hodontistDoctorSurgeonHospital WorkerChiropractorTherapistPharmacistEye Center EmployeeSocial WorkerDirect SalesAuto MechanicCar SalesmanAuto RepairmanAuto Supply SalesmanTire Store EmployeeTeacherSubstitute TeacherAccountantBankerBank TellerCredit Union EmployeePayroll ClerkNotary PublicPoliceman4Highway PatrolmanSecurity GuardArmored Car DriverHighway Dept. EmployeeContractorHome caperArchitectSurveyorCarpet LayerElectricianRepairmanHome Siding SalespersonRealtorDepartment StoreEmployeeCosmetics SalespersonGrocery Store EmployeeConvenience Store EmployeeCashierVending SalesmanFarmerCatererRestaurant akerHardware StoreTruck DriverFuneral DirectorFlower Shop EmployeeDry CleanerElectronics Store EmployeeTV RepairmanLocksmithUpholstererFurniture RepairmanAppliance SalespersonCable TV RepairmanOffice Supplies SalesmanMachine Shop EmployeePhone InstallerPest ControlCarpet CleanersBowlerHunterGolferFishermanTennis PlayerSkierDart PlayerSoftball PlayerBaseball PlayerFootball PlayerSoccer PlayerRacquetball PlayerBasketball PlayerHandball PlayerSwimmerMountain ClimberHikerCamperJoggerPlays BridgePlays BingoPlays Table TennisPlays PoolHang GliderEnjoys KarateFire ChiefFiremanAmbulance DriverScoutmasterDen LeaderBarberBeauticianHealth Spa EmployeeTanning Salon EmployeeAuctioneerPhotographerGuidance CounselorYouth eGrandfatherGrandmotherNieceNephewSister’s In-lawsBrother’s In-lawsBest FriendSpouse’s Best FriendBabysitterNeighborParents’ NeighborFriends of ParentsBest ManMaid of HonorMatron of HonorBridesmaidsUshersFellow Church MembersSunday School TeacherArmyNavyAir ForceMarinesCivic ClubJayceesKiwanisLions ClubPrincipalTeacherCoachMusic TeacherPiano TeacherPiano TunerDance TeacherProfessorLibrarianBus DriverChamber of CommerceHotel EmployeeRadio erPilotFlight AttendantAir Traffic ControlTravel AgentAntiques DealerFundraiserTree SurgeonRailroad Conductor/WorkerGame WardenVeterinarianCat LoverDog LoverAnimal TrainerDoll MakerHealth Food ShopSeamstressBookwormLawn MaintenanceCell Phone ContactEmail ContactSatellite TV ServicemanEngineerComputer TechnicianComputer SalesComputer ProgrammerComputer WhizSoftware ProgrammerComputer GamerGraphic DesignerPrinterFor training purposes only. For internal use only.

For training purposes only. For internal use 13141516171819202122232425(2) Married34123456785(1) 25 Years32123456784Profile:31123456783(3) 65554535251(5) Solid Business 78(6) 18079787776(8) 6781234567812345678ProfileSMD Approval:SMD:(7) 567812345678ProfileDate Completed:Associate Name:12345678Profile12345678Profile(4) Home OwnerNameFast Start Worksheet

6For training purposes only. For internal use 32425One onHotButton3 One BPM(8) Entrepreneurial1234567815(7) Dissatisfied1234567814(6) Income12345678131 (R) Relative (F) Friend (A) Acquaintance2 Profile: (1) 25 Years (2) Married (3) Children (4) Home Owner (5) Solid Business Background3 Hot Button: Prospect’s Hot Issue(s) beyond Profile (i.e. – unemployed, family, 45678Profile23Phone Numbers2R/F/A1CommentsSMD Approval:Date Completed:12345678Last NameSMD:Associate Name:1First NameTop 25 Worksheet

Step 2 Begin Field TrainingGo Out with a Qualified Trainer for Field TrainingParticipate in at least two Field Training sessions with a qualified trainer. Remember to have your field trainer signthis form to verify the training was completed.DateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureDateProspect NameField Trainer Name & SignatureFor training purposes only. For internal use only.7

Step 3 Bring a Guest to a BPM8Guest NamePhone NumberGuest NamePhone NumberGuest NamePhone NumberGuest NamePhone NumberFor training purposes only. For internal use only.

Step 4 C omplete Your Financial Needs AnalysisDateClient Name DOBNon-SmokerSmokerSpouse Name DOBNon-SmokerSmokerAddressHome Phone Work PhoneCell Phone E-mailGoalsRetirement Home LTC Retire ParentsEducation Vacation TravelMonthly IncomeCombined Gross Combined Net DiscretionaryMonthly ExpenseMortgage/RentCar PaymentsUtilitiesCredit CardsFood/ClothingProperty InsuranceCar InsuranceLife/Health InsuranceOther LoansCar Maintenance/GasPersonal ExpensesMiscellaneousTotal ExpensesAssetsMarket Value of HomeMutual Funds/StocksLife Insurance-Cash ValueSavings AccountChecking AccountRetirement PlanPrevious Year Tax ReturnLiabilitiesMortgage2 MortgageCar LoanCredit CardsPersonal LoansOther LoansndOther Mortgage InformationPurchase PriceYears DueMonthly PaymentOutstanding Low BalancesFixed Variable TermMonthly Property TaxesLoan RateEstimated FICOMonthly Hazard InsuranceHow much could you comfortably afford to set aside in a lump sum each month to reach your goals? 200 300 400 Other: Follow-up Appointment Date Client Signature:For training purposes only. For internal use only.9

Step 5 O btain & Review Fast Start TrainingMaterialsRead this manual and bring it to Fast Start Training: WFG System Manual: Six Steps to Building a WFG Business (Item # 1462)Refer to the following resources as you build your business: System Builder by Xuan Nguyen (Item # X175) WFG Field Training modules on MyWFGThe printed materials listed above can be ordered through the eStore onMyWFG.com. To access the eStore, sign onto MyWFG, select Tools on the mainnavigation bar, and then go to Sales & Service and select eStore-Fulfillment. Lookfor the item numbers and place your order.To access the training modules on MyWFG, select Tools on the main navigation bar.Then select Field Training Series under Licensing & Training.Additional books that WFG associates have found useful and motivating in startingtheir businesses include: Think & Grow Rich by Napoleon Hill Rich Dad, Poor Dad by Robert Kiyosaki, Sharon Lechter The Cashflow Quadrant by Robert Kiyosaki, Sharon Lechter How to Win Friends & Influence People by Dale Carnegie The 21 Irrefutable Laws of Leadership by John C. Maxwell How I Raised Myself from Failure to Success in Selling by Frank Bettger10For training purposes only. For internal use only.

Part 2**Admission PacketPart 2 will be issued during the FAST START TrainingSubmit Your Securities Registration Paperwork(U4 in the United States)(Register for LLQP in Canada)Date Completed:Fast Start Training Attendance Date: Deadline Date:** You have 30 days following the date of FAST START TRAINING to complete Step 2.For training purposes only. For internal use only.11

Fast Start Packet ChecklistCover Page – Approval Form(circle one)1. I s the associate’s name legible and spelled correctly?(The name displayed on the packet will be used on the Fast Start Certificate of Completion)YesNo2. Are all lines on the cover page completed?YesNo3. H as the Approval Committee initialed and approved completion of your packet asbeing correct, accurate & neat? YesNo4. Did a Senior Marketing Director sign and approve the Fast Start Packet for admission?YesNo1. Has Step 1 (Top 25 List) been completed?YesNo2. Has Step 2 (Field Training) been started?YesNo3. Has Step 3 (BPM/One-On-One) been completed?YesNo4. Has Step 4 (WFG Financial Needs Analysis) been completed?YesNo5. Has Step 5 (Fast Start Training Materials) been completed?YesNo1. D o you have names on the list? If yes, How many?(Use Executive Memory Jogger worksheet) YesNo2. Do you have First and Last names?YesNo3. Does each name have all applicable profiles circled?YesNo4. Are names and circled numbers clear and easy to read?YesNo1. Were all names on this list taken from the Fast Start Worksheet?(Names, numbers must be clear and easy to read) YesNo2. Do you have all 25 required names on this list?YesNo3. Does each name have all applicable profiles circled?YesNo4. Is there either a home or office phone number for each name?YesNo1. Is the new associate general information complete?YesNo2. Is the new associate matched up with a qualified Field Trainer?YesNoYesNoYesNoChallenge #1 – Approval FormFast Start – WorksheetTop 25 – WorksheetBPM/One-on-One – Worksheet/Approval FormWFG Financial Needs Analysis – Worksheet1. Has the associate completed the WFG Financial Needs Analysis?Challenge #2 – Approval Form1. Did you understand that Step #2 will be issued during the Fast Start class?Note: If there are any “no” answers to any of the above questions, the entire packet will be rejected and your attendance to the Fast Start Training will be denied.If the packet was rejected, you have until 5 p.m. on the Friday before Fast Start Training to submit the corrected packet for approval by the committee.12For training purposes only. For internal use only.

Own your future.For training purposes only. For internal use only.13

WFGOpportunity.comWorld Financial Group, Inc. (U.S.) and WorldFinancial Group Canada Inc. (Canada) arefinancial services marketing companies whoseaffiliates offer a broad array of financialproducts and services.These entities are collectively known as WFGand World Financial Group.For training purposes only.For internal use only. 2014 World Financial Group, Inc.0906/6.14For training purposes only. For internal use only.

1. Do you have names on the list? If yes, How many? _ (Use Executive Memory Jogger worksheet)No Yes 2. Do you have First and Last names? Yes No 3. Does each name have all applicable profiles circled? Yes No 4. Are names and circled numbers clear and easy to read? Yes No 1. Were all names on this list taken from the Fast Start Worksheet?