onboarding
ONBOARDING HAS 3 PHASES
Join-Own-share
It all begins with you becoming a member of the DP Wealth Builders 4th Wish Team. That entails signing up to use the WFG organization, which offers the pre-built system that we utilize to generate wealth through education.
PHASE 1: JOIN
Licensing, Training & Appointment, and Compliance
Setting Expectation
JOIN WFG
https://registration.wfglaunch.com
$125.00
When you register, you will be asked to provide the Code of the person who recruited (tapped) you:
RECRUITING AGENT ID CODE: _______________
(YOUR code will be provided to you in your welcome email from WFG once you complete the online registration process.)
Complete WFG Launch Forms & DocuSign
SET UP AN ACCOUNT WITH SIRCON
SCHEDULE YOUR STATE EXAM
https://www.sircon.com/
1. Choose Your State
2. Select Resident Producer
3. Pay the Required Fee
4. Take the Exam on the Scheduled Date
5. Download the Certificate
SETUP YOUR WFG LAUNCH ACCOUNT
https://www.wfglaunch.com/
This is where you will go to:
ACCESS YOUR BUSINESS DASHBOARD
GET LICENSED
VIEW YOUR TEAM AND ACTIVITY
ACCESS TRAINING ON:
Compensation
Promotions
Professional Development
Team Building
ENROLL IN PRE-LICENSING COURSE
Choose XCEL
Choose Life Only
Use Partner Code AWG1111
SET UP A MY AGENT CENTER LOGIN
https://myagentcenter.com/
This is where you will go to find out about all WFG organization events, products, updates, and more.
GET FINGERPRINTED
Set a Fingerprint appointment for the Division of Insurance in your state THROUGH AN APPROVED VENDOR.
https://doi.nv.gov/Licensing/
DO THIS THE SAME DAY YOU PASS THE EXAM!
Ensure you keep a copy of your receipt to submit to licensing.
GET ONE-ON-ONE ONBOARDING
https://app.usemotion.com/meet/derrick-lxyp/4th-wish-onboarding
On this call, you will set up your personal IUL and meet with your team leader to go over the 4th Wish 10 Lights Roadmap and to set expectations and goals for building your team and income.
GET REGISTERED ON:
https://www.myagentcenter.com
WHO IS YOUR SMD?
For now, your SMD is ARIYAN TEYMOURI—
In the very near future, your SMD will be LEAH SEGUIN—
WHO IS YOUR CEO?
Your CEO is JONATHAN MEHRIAN—
PHASE 2: Own