Service Name
Samnang (Term, Everest)
-Theresa (Term, Campaign)
Health and Life Insurance
-Sean (Health Insurance, Life Insurances, Workshop)
Compensation , Estate Planning
-Nidia (Term, IUL, Illustrations, Compensation, Estate Planning)
Workshop-Spanish
-Paula (Term, Workshops (+Spanish), Campaign Intro (+Spanish)
Retirement , Life insurance , Taxes
-Noel (RSSA, Retirement, AUM, Life Insurances, Tax, Business)
College planning
-Audria (College Planning)
Operation & Schedule Weekly Workshops Wednesday @6:30pm Saturdays@10am Training (BPM) Wednesday @6:30pm Saturdays@10am Fast Start/Orientation (1x) Licensing Class M-F @6pm WFG/WSB Instructional Contents WFG/WSB SystemTraining: Workshops (Tues & Thurs) -7 Steps BPM -Campaign Intro -Campaigner Orientation -Fast Start/Easy Start -Easy Start Compensation -System Builder Book -Building People Book -Trainer Manual -Moments of Truth/Facing the challenge -MD Academy -Personal Development -Training -Leadership & Personal -Development -Business & Entrepreneurship -Business/Entrepreneurship -Marketing/Networking -Product Training Protection -Retirements -Investments -Debts -Savings/ER Funds -Estate Planning -College Planning -Technical Training -Mywfg & Yext -AV Technology -Zoom Meeting -WhatsApp, Groupme, -Venmo, Cashapp, Linktree -Agent Onboarding -Spreadsheets & Data Instructional Contents
Workshops Schedule WFG/WSB SystemTraining: Workshops (Tues & Thurs) -7 Steps BPM -Campaign Intro -Campaigner Orientation -Fast Start/Easy Start -Easy Start Compensation -System Builder Book -Building People Book -Trainer Manual -Moments of Truth/Facing the challenge -MD Academy -Personal Development -Training -Leadership & Personal -Development -Business & Entrepreneurship -Business/Entrepreneurship -Marketing/Networking -Product Training Protection -Retirements -Investments -Debts -Savings/ER Funds -Estate Planning -College Planning -Technical Training -Mywfg & Yext -AV Technology -Zoom Meeting -WhatsApp, Groupme, -Venmo, Cashapp, Linktree -Agent Onboarding -Spreadsheets & Data