Congratulations! You are now a Licensed Professional 

 

At this point, you may be both excited and a little overwhelmed by how to get started.

 

It’s helpful to break down the next steps to help you get organized.

 

Focus on these three steps:

 

  1. Get your financial house in order. Start implementing the strategies we outlined form the financial needs analysis we completed together. Share your progress with me so I can help.

 

 

  1. Get out in the field. Put pencil to paper. Keep developing your list of connections with whom you can share the WFG story. Work with me to schedule your first 3 one-on-one meetings. Let’s continue to review your list together.

  2. Get licensed. The first step to getting licensed is to schedule your licensing exam and purchase your study course. Most of the products available for you to market first require you to be life or securities licensed, or both. I’m here to help oyu through this process - lean on me!

 

Reply to this e-mail or call me to give me your quick progress update on each of the three steps above.

 

Let me know any questions I can answer

© 2023 by you n pro corp Proudly created with Wix.com

Kenny 415.307.6821

ANY MATERIAL WE USED IN THIS WEBSITE IS FOR INTERNAL TRAINING PURPOSE ONLY. DO NOT DISTRIBUTE TO THE PUBLIC