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Complete Your Personal Financial Strategy

Join WFG and learn how to create a comprehensive financial plan that is tailored to your needs and goals. You don't have to buy our products, but if they align with your financial objectives, they can be a valuable asset for you and your family. Take control of your finances and start building a secure future today.

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Complete Your Personal Financial Strategy

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  1. Complete Your Personal Financial Strategy

  2. You Don’t Have To Buy… You don’t have to buy our products to join WFG You don’t have to buy our products to stay in WFG. You only buy if you have the need and the product is suitable and affordable. You only buy a product if you believe it will help you and do good things for your family. If you don’t feel it is good for you, don’t buy it, study it. It is hard to share with others something that you don’t believe in. If you feel that it is good for you, you own it and then you can share it with others.

  3. Personal Case Exchange Own And Share Help yourself and your family first Put yourself at client position to understand financial service Set a good duplicable example A common-sense exchange principle. We buy from the upline, then, when our downline buys, they will buy from us. Thus, we give our upline our one sale to earn the right to receive many sales from our future downline.

  4. Can You Wait? • If your family did not have sufficient coverage of life insurance protection, can you wait? • Is your money working hard for you? Can you afford the cost of waiting? • Assuming annual return 8% tax deferred, you want to achieve 1 million retirement goal, if you have 30 years to go, monthly you need to invest $671, if you have 25 years to go, you have to invest $1,052 monthly.

  5. Preparing for Your PFS Gathering monthly pay stabs / incomes Review monthly expenses: food, utilities, clothing, car maintenance/gas, life/health ins., credit cards, loans, misc. Gathering statements of bank accounts, investment portfolios, mortgage/car loan statements, property information … Think about your financial needs, goals

  6. Asking QuestionsLearning by Doing Your Case Your leader welcome you to ask lots of questions about your personal financial strategy, plans. A best way to learn the planning, understand the products is to own it, feel it, taste it and enjoy it.

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