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- AEGON acquired Transamerica Corporation in 1999 and some World Marketing Alliance assets in 2001, renaming it World Financial Group (WFG). - WFG has over 6,000 offices in the US and Canada and became the largest financial products distributor in 2018, paying over $1 billion in commissions. - WFG agents can build a business part-time or full-time providing families financial products for protection, preservation of wealth, and achieving goals through mentorship and education.
1 on 1 Presentation Virtual
- 1. The WFG & Transamerica Opportunity Create Your Success A M A | 2 0 2 0
- 2. Who We Are... AEGON TRANSAMERICA WORLD FINANCIAL GROUP A M A | 2 0 2 0
- 3. A M A | 2 0 2 0 Company History • In October 1904, A.P. Giannini founded Bank of Italy in San Francisco, which later became known as Bank of America. In 1928, Giannini put the banks into a holding company he names the Transamerica Corporation • World Marketing Alliance (WMA) was founded by Hubert Humphrey after he left Primerica in 1991 • On March 23, 1998, WMA Executive World Head quarters opened in Duluth, Georgia. The 100,000 sf building housed 500+ employees • AEGON acquired Transamerica Corporation in 1999 for $10.4 billion • In June 2001, select assets of WMA were purchased by AEGON and renamed World Financial Group, Inc. (WFG) • In 2012, Transamerica became the broker dealer and parent company of WFG • WFG has now over 6,000 offices in the U.S.A and Canada • In 2018, WFG became the largest distributor of financial products in the U.S.A and Canada • In 2019, WFG payed out over $1 billion in commissions to the field
- 4. A M A | 2 0 2 0 • Build a business part-time or full- time, virtually or in person • Make unlimited income • Help families protect & preserve their wealth • Get access to the best mentorship & financial education in the industry • Create financial independence & achieve your goals and dreams
- 5. What You Need to Know The Reality Is... • Almost 30% of households have less than $1,000 saved • 76% of American's live paycheck to paycheck • Majority work for 40 hours per week, for 40 years of their life to retire on 40 % ofA M A | 2 0 2 0
- 6. BE INSPIRED & EMPOWERED A Platform To Achieve Your Goals 1. Personal Income all commissions from personal sales 2. Agency Income compensation from the company for every individual you train 3. Expansion Income There are no territories, you can expand nationwide 4. Bonus Income Who doesn't love free money? A M A | 2 0 2 0
- 7. Wealth is the ability to fully experience life. Defining Wealth Henry David Thoreau Level Average Highest SMD $68,000 $590,000 EMD $210,000 $1,100,000 CEO MD $472,000 $1,900,000 EVC $1,200,000 $10,000,000 A M A | 2 0 2 0
- 8. A M A | 2 0 2 0 OUR CLIENTS NEED OUR HELP Life Insurance Retirement Long-Term Care
- 9. How Our Agents Get Paid Product Providers e.g. Nationwide, Pacific Life, Prudential, Transamerica Access to over 100 Companies WFG AGENTS CLIENTS Provides Products to Client Client Signs up for Product with company, company pays WFG agent A M A | 2 0 2 0
- 10. A M A | 2 0 2 0 Create Your Own Schedule Many Agents part-time start out with only 10 hours per week to dedicate to building their business
- 11. A M A | 2 0 2 0 The Numbers Don't Lie • 1 out of 5 people make 6 figures • 1 out of 78 make 1 million dollars per year • 10,000 people making 6 figures and above • 2 out of 5 make $50,000 in their first year part-time
- 12. A M A | 2 0 2 0 The Next Steps... • Background Check & Issued a Code Number = $100 • Schedule Orientation • Personal Financial Review • Get Licensed and Trained