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AUTOSTART PACKET Name: Date Started: Licensed Trainer: Marketing Director (MD): Top 25 Market List Reviewed by: Reviewed by: Reviewed by: WIG Financial Dream Map Reviewed by: Training Materials INITIAL
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How to fill out wfg fast start packet

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01
To fill out the WFG Fast Start packet, you will need to gather all the necessary documents and information. This includes personal identification, contact details, and financial information.
02
Follow the instructions provided in the packet carefully. Ensure that you complete all the required sections accurately and thoroughly.
03
Provide your employment details, including your current job position, income, and any other sources of income or assets you may have.
04
Fill out the insurance section, which may include information about your existing policies, beneficiaries, and any outstanding claims.
05
Include your financial goals and objectives, as well as your risk tolerance and investment preferences.
06
Review the completed packet for any errors or missing information before submitting it.

Who needs the WFG Fast Start packet?

01
Individuals who are interested in joining WFG (World Financial Group) and becoming independent financial professionals may need to fill out the Fast Start packet.
02
Existing WFG members may also use the Fast Start packet when planning or updating their financial strategies, seeking new opportunities, or revising their business goals.
03
Anyone seeking comprehensive financial guidance and assistance, whether for personal or business purposes, may find value in the WFG Fast Start packet.
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The WFG Fast Start Packet is a collection of forms and documents that consultants in the World Financial Group use to initiate their business and outline their goals.
Newly recruited agents and consultants within the World Financial Group are required to file the WFG Fast Start Packet to set their business in motion.
To fill out the WFG Fast Start Packet, individuals need to complete the required forms, provide personal and financial information, and outline their business goals and strategies.
The purpose of the WFG Fast Start Packet is to provide a structured foundation for new agents to launch their business effectively, ensuring they have a clear plan and necessary information.
The information reported on the WFG Fast Start Packet typically includes personal identification, financial goals, business objectives, and contact information for mentors or team leaders.
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