OBJECTIONS PRODUCTS NAPKIN PRESENTATIONS PHONE CALLS CLOSERS COLLEGE
100
What is I'm too busy?
I understand that you are busy, So am I. Both of our time is very valuable and I promise that I am not going to waste your time. There's no obligation and it's specifically for my training. When works best for you? A/B Close
100
What is 5 WFG product partners?
BMO, RBC, TD, FT, IAC, IAC, EVEREST, MANULIFE, IVARI, FINEVO, ETC.
100
What is the short pillars?
Real estate
RRSP
Open Money/Non-Reg
TFSA
Universal Life

*Panel will decide is they get it.
100
What is calling my parents using the ETHOR Script?
Excited
Training
Help
Opinion
Referrals

*Panel Decision
100
What is the umbrella of the one pager?
Who WFG is.
Who Aegon is
Why Aegon purchased us & What they do for us
What WFG Does. (Banks, ins, Inv, Funeral)
Why WFG is like an umbrella

*Panel Decision
200
What is I'm not interested?
Oh, what is it that you aren't interested in?
200
What is Everest?

**Bonus** DBL points if you can list what's included.
Funeral concierge product.

Bonus: Will prep, funeral planning, tensing, 48 hour payout
200
What is mortgage insurance?
Mortgage Ins vs. Personally owned insurance

*Panel Decision
200
What is calling a friend using the pass off?
*Panel Decision
200
What is the 91/9?
91%
8%
1%

*Panel Decision
300
What is I already have a financial advisor?
That's great! Unfortunately, it seems that most people aren't in that situation, which is why I'd like to sit down with you and show you a little but more about what we do. At the end of the day you might know some people who you could send my way. Dos that sound fair? A/B Close
300
What is a Seg Fund and the guarantees in it?
Investment opportunity similar to a Mutual fund, but has guarantees attached.

1. Principle Guarantee
2. Death Benefit Guarantee
300
What is Us vs. The Other Guys?
Corporate
Franchise
MLM

*Panel Decision
300
What is calling your teammates friends for them?
*Panel Decision
300
What is the pie?
How we do what we do.

*Panel Decision
400
What is I already sat down with someone from your company and I know what you do?
Great! So are you a client or an agent?
400
What is the WFG Exchange Principles?

**Bonus** DBL points if you can explain them
1. Personal Sale Exchange
2. Field Training Exchange
3. Promotion Exchange
4. Builders Exchange
5. Nobility Exchange
400
What is Our Comp Model?
1. Commissions
2. Trails
3. Renewals
4. Bonus Pools
5. Agency

*Panel Decision
400
What is calling a referral (with the referrees name) using the referral Script?
*Panel Decision
400
What is the Referral Script?
*Panel Decision
500
What is I heard wfg is a pyramid scheme?
That's an interesting question. Why do you ask?
WFA
From what I understand, pyramid schemes are illegal. Do you think that companies like FT,TD, BMO, and RBC would be involved in a pyramid scheme?
WFA
A/B Close
500
What is the Universal Life Policy?
Explain like an orange.
PTI/FIP with wealth built on the inside.

*Panel Decision
500
What is Seg Fund vs. Mutual Fund?
*Panel Decision
500
What is calling a referral (cold call) using the referral Script?
*Panel Decision
500
What is the 6 step approach?
Cash Flow
Debt Management
Emergency Fund
Proper Protection
Build Wealth
Preserve Wealth

*Panel Decision






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