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Get Wfg Fast Start Packet
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How to use or fill out the Wfg Fast Start Packet online
The Wfg Fast Start Packet is a critical document that outlines essential steps for new associates to begin their training journey. This guide provides clear instructions on how to complete the packet online smoothly and efficiently.
Follow the steps to complete the Wfg Fast Start Packet online
- Click ‘Get Form’ button to obtain the Wfg Fast Start Packet and open it in the form editor.
- Fill in your name and the date you started in the specified fields at the top of the packet.
- Identify and enter your licensed trainer's name and the Senior Marketing Director's name in the designated areas.
- Complete the Top 25 Market List to identify your target audience by filling in the names in the provided fields.
- Review and ensure that your section regarding the Wfg Financial Dream Map™ is filled out accurately.
- Begin the field training section by documenting the dates you participated in training sessions with your qualified trainer.
- Collect and record the details of guests you will bring to the Corporate Overview or one-on-one overview, including their names and phone numbers.
- Finalize the completion of the Wfg Financial Dream Map™ by assessing your goals and financial situations as required.
- Obtain and review the Fast Start Training Material and mark the completion dates for each item listed.
- After completing all sections, save changes, download, print, or share your completed Wfg Fast Start Packet as needed.
Complete your Wfg Fast Start Packet online to kickstart your journey in financial training.
Aegon entered the United States in 1983. In 1999, it acquired Transamerica, one of the best-known insurers in the United States.
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