 | Tip of the Day | | Q: | Did you know? | | A: | That you can request a WealthBuilder Webinar through your Manager. |
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Partner Process
Becoming a WealthBuilderTM partner is a simple process that takes 45 days from start to finish. It begins with a Participation Agreement that involves making all components of WealthBuilderTM available to your organization. It is followed by identifying and training Internal Experts and trainers within your company. We then will assist you in training your top producers in the organization. Lastly, the WealthBuilderTM Administrator, will deliver partner branded templates and a partner branded web site to support you in the field and to make marketing materials available at a moment’s notice. We will provide unparalleled support for the roll out and success of the WealthBuilderTM program.
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| Article Highlights | | | Execution of the Participation Agreement | | Comprehensive training | | Partner branded marketing materials | | Offer a remarkable product to your clients |
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