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Who We Are, & What We Do

Anna Li’s Basic CORE training

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Rank, Company, Revenues ($millions)

1 Wal-Mart Stores 351,139.0

13 ING Group 158,274.3

19 Allianz 125,346.0

133 AEGON 45,939.1139 Microsoft 44,282.0

181 Allstate 35,796.0

199 Prudential Financial 32,488.0

233 New York Life Insurance 28,365.1

274 Mass Mutual Life Insurance 24,863.4July 23, 2007, Vol 156, P.133

Fortune Global 500 World's Largest Fortune Global 500 World's Largest CorporationsCorporations

AEGON USA, Cedar Rapids

AEGON-CNOOC, China

AEGON Spain

AEGON Center, Louisville

AEGON, Hungary

AEGON, Slovakia

World Financial Group

An AEGON An AEGON CompanyCompany

Investment Insurance MortgageSEC/FINRA STATE FED

How Do We Help PeopleHow Do We Help Peopleand Get Compensated?and Get Compensated?

Provider

Open Account

ServiceCommission

Broker Dealer

Pay You

Anna Li's Basic CORE Training 6

Three Options for Your Benefits

Option 2 – Self-Employed/Twin Career Licensed Earn supplemental income Control your time Potential positive tax benefits

Option 3 – Business Owner Using our system, take leadership, build a WFG business as big as your commitment and vision Take advantage of variety of incentives

Option 1 – Benefits from our services We strive to become worthy of your trust by helping you fulfill your life’s financial goals Allowing us to find the best solution for you

思维改变篇

你的想法决定你的人生 你的性格决定你的命运 你的喜好决定你的成功的行业 你的坚持不懈决定你能否战胜困难 你的综合因素决定你成功有多大你的巨大潜能等着你去开发，没有完美的个人，只有完美的团对，集体的力量让每一个想成功的人成功！

FRANCHISE

INV/INSMLM

TRADITINALBUSINESS

CORPORATION

We are A Broker-Dealer Firm

that are aligned with some of the most respected companies in the financial services industry. Products providers include:

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4

4 Maintains current selling agreement(s) with World Financial Group Insurance Agency, Inc. and World Group Securities, Inc.

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4

Products We Offer

1. Qualified Plans401k / 403b / IRA / Keogh / SEP IRA / ETC.

2. College Funding529 / Education IRA / VUL

3. Investmentsmf, stock

4. Mortgage

5. Insurance• Life Insurance

Term / GTerm / UL / VUL/ WL / VA

• Health Insurance

• LTC

• P & C

• Business Insurance

6. Estate Planning

WFG vs. Direct Sale

Recruit (ownership, w-9 form, company cost low)

Cold Market become Warm Market

Good Products (Choose from different company)

Recruit (ownership, w-9 form, company cost low)

Cold Market become Warm Market (Trust)

Products are acceptable

WFG vs. Direct Sale (con.)

Commission (You can sale to make living, you still can recruit more to build big)

Dual licensed required (high regulation)

Only get bonus for 6 generation (Depend on your ability)

Commission (You can not make living relay on sale, you have to recruit more)

No license required Upline always override

downline (top is good)

Anna Li's Basic CORE Training 13

Family Needs AnalysisFamily Needs Analysis

ProtectionProtection

Emergency FundsEmergency Funds

InvestmentsInvestments

LuxuryLuxury

•Disability Insurance

•Health Insurance

•Life Insurance

•Securities

•Real Estates

•Cash Fund

•CDs

在亚洲 , 家庭储蓄及资产均以现金及银行存款为主 . 但消费者对长期投资及寿险的需求在逐渐增加 .

家庭平均收入( 美元 000)

44 8 22 5 63 35 26 3 3 4 1 5038

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

HK Mal Sing Indi Jap Taiw Kor Thai Chin Phil Indo UK US

相互基金

股票

固定利息债劵

退休金

寿险

现金 / 银行存款

其它

香港 马来西亚

新加坡

印度 日本 台湾 韩国 泰国 中国 菲律宾

印度尼西亚

英国 美国

中国

世界各国金融业务的布局

Personal Power vs. Team Power

Restaurant VS. McDonald Coffee Shop VS. Starbucks Coffee Retail Store VS. Wal-Mart Traditional Financial Company VS. WFG

System! System!! System!!!

Brief Overview of BFS—Simple but not Easy

1. Prospecting2. The Approach/contact3. The Presentation4. The Follow-up5. The Start –up

6. Duplication

Anna Li's Basic CORE Training 19

Which Business Model is Better - - Model A or Model BModel A

Training Associate

Self-Learn & Study

No Team Quit

License

Shield Team

Build Some Team

No Experience

Team Copy

No $$$ Team Disappear

Your Business Die & You Disappear Too

A’s System Doesn’t Work

Model B

Training Associate

Learn & Study & Do It First

Build TeamLicense Field Training

Profession Experience Business system

You Make $$$ & Own business

Team Duplication Greater Success

WFG System Works !!!

Set Good Example

Where is your position in WFG

You

Top (Ownership)

小钟的故事(31,536,000)

Team Promotion Guideline

A: 3-3-30 35% $2,500/yr SA: 10-10-30 45% $3,500/yr MD: 25-25-30 55% $4,500/yr

(** Each case over 2,000 points to count

** Teammates from other financial companies or relate field we offer special promotion guideline)

**Team Promotion Guideline Reserve the Right to change**

Requirement—After get Security License TA-25% Commission Base $1,500/yr A—35% Commission Base $2,500/yr SA-45% Commission Base $3,500/yr MD-55% Commission Base $4,500/yr

See you at top!

Follow the Step by Step, we will Success together!