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https://calbizjournal.com/virtualfinancial-mikehinsvark-chrisdelfino/

The Virtual AdvantageImagine being more productive while having more

control over both your time and your quality of life. This is what a “virtual” work and lifestyle can provide you.

Virtual.Financial

#132087 WFG-10/19

VIRTUAL FINANCIAL ... COMMITTED TO HELPING FAMILIES

There are many families who don't feel financially secure or have given up on their dreams of realizing the lifestyle they had imagined.

Many are not experiencing the security that comes from having their financial house in order or having the emotional and financial benefits that can come from having a successful and rewarding career that does not sacrifice time with family.

9LUWXDO�)LQDQFLDO�LV�FRPPLWWHG�WR�KHOSLQJ�IDPLOLHV�JHW�RQ�WUDFN�WR�EXLOG�and live the OLIHVW\OH�WKH\�KDYH GUHDPHG�SRVVLEOH��

OUR TWO MISSIONS

DRAMATIC MARKET NEED•� 0RVW�¿QDQFLDO�FRPSDQLHV�DUH�IRFXVHG�RQ�WKH�ZHDOWK\

• Consequently, most families are dramatically under served•� 7KHUH�LV�DQ�RYHUZKHOPLQJ�QHHG�EXW�LQVXI¿FLHQW�GLVWULEXWLRQ

æÌ�>�Ì��i�Ü�i��>�w�>�V�>��i`ÕV>Ì��Ã��ii`i`��i��iÛiÀ�Liv�Ài]�Ì�i��`ÕÃÌÀÞ��>Ã�Lii��Ã��Ü�Ì��ÀiÃ«��`]�VÀi>Ì��}�>��Õ}i

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The Virtual Advantage | Virtual.Financial

1 Create a generation of people who are disciplined and wise with their money

2 Help our agents build strong virtual businesses that provide a more flexible work-life and lifestyle

2

• 8QGHU�SURWHFWHG�DQG�OLYLQJ�ZLWK�WRR�PXFK�GHEW�

• Not saving, or if they are, not clearly understanding why, or how much they need to hittheir goal.

• 2IWHQ�GRQ¶W�KDYH�D�VWUDWHJ\��RU�DUH�QRW�PDNLQJ�HQRXJK�PRQH\�DQG�DUH�QRW�VXUH�ZKDW��to do about it.

3The Virtual Advantage | Virtual.Financial

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UNDERSTANDING YOUR CURRENT FINANCIAL POSITION:H�VWDUW�WKH�SURFHVV�E\�GRLQJ�D�SHUVRQDOL]HG�)LQDQFLDO�1HHGV�$QDO\VLV�WKDW�WDNHV�D�VQDS KRW�RI�D�IDPLO\¶V�FXUUHQW�¿QDQFLDO�VLWXDWLRQ��:H�WKHQ�PDNH�UHFRPPHQGDWLRQV�EDVHG�RQ�WKHLU�JRDOV�DQG�REMHFWLYHV�DOORZLQJ�XV�WR�VHOHFW�SURGXFWV�WKDW�EHVW�¿W�WKDW�IDPLO\¶V�LQGLYLGXDO�QHHGV.

3

THE SITUATION OF MOST HOUSEHOLDS

A DIFFERENT KIND OF COMPANYOur Crusade:

• We need to share the insight andunderstanding that the wealthy have withevery family we can reach.

• )DPLOLHV�PXVW�VHW�JRDOV�DQG�KDYH�D�FOHDU�strategy to pursue them.

• :H�DUH�GULYHQ�E\�RXU�GHVLUH�WR�KHOS�WKH�American family get into a better,stronger financial situation.

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THE PRICE THAT IS BEING PAIDA Lack of Financial Independence Contributes to:

• Stress and frustration in our homes• 1HJDWLYH�LPSDFW�RQ�PDUULDJHV�DQG�FKLOGUHQ• /RVW�RSSRUWXQLWLHV• /RVW�FRQ¿GHQFH• /RZHUHG�H[SHFWDWLRQV

If you really want to experience a true quality of life, your first step is to take control of your own financial situation.

The WFG Financial Needs Analysis, developed by World Financial Group, is based on the accuracy and completeness of the data provided by the client. The analysis uses sources that are believed to be reliable and accurate, although they are not guaranteed. Discuss any legal, tax or financial matter with the appropriate professional. Neither the information presented nor any opinion expressed constitutes solicitation for the purchase or sale of any specific product or financial service.

Virtual Financial's Agents have access to some of the most respected companies in the industry today. This provides them a wide-range of leading-edge products designed to offer families who are looking to pursue financial independence.


EVERY INGREDIENT TO HELP YOU SUCCEED*If you like the idea of starting a business in the financial industry, but worry about the high cost and high risk that could come with it, you will love the possibilities that Virtual Financial offers.

SMART MARKETINGReach contacts, prospects, followers and your team with a digital marketing suite that brings your business to life.

BACK-OFFICE SUPPORTRely on our home office experts who manage commissions, licensing and more, so you don’t have to.

HELPFUL TRAININGGrow constantly with mentorship and guidance from Virtual Financial entrepreneurs who are dedicated to your success.

RECOGNITIONReceive meaningful acknowledgment of your accomplishments with memorable rewards that mark your successes.*

SOLID TECHNOLOGYLeverage a modern back-office with technology that helps you become an efficient and effective business owner.

PROVEN SYSTEMPut our simple system to use so you can focus on growing your business instead of creating your own model..

GROWTH POTENTIALEnjoy compensation and advancement opportunities that are unlike anything else in the financial services industry.

LIFE-CHANGING EVENTS Experience events and trips thatwill push you to work harder, past big milestones toward your dreams.**

4

VIRTUAL BUSINESS PLATFORM

People who are new to the financial services industry can sometimes feel intimidated by the training and processes that need to be mastered. To help acclimate anyone coming on board to hit the ground running, we've established a unique tier system that allows agents to focus on what they are most passionate about, whether that be online marketing, needs analysis and sales, or recruiting. It’s a system that allows for financial success for both the new agent and the seasoned pro alike.

*Many people have experience various levels of success with World Financial Group. However, each individual’s experiences may vary. This statement is not intended to nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system.**To qualify for participation in contest, and to receive prizes and awards, an individual must have an active membership and be in good standing with World Financial Group Insurance Agency, Inc., and their affiliated companies.

VIRTUAL FINANCIAL'S UNIQUE TIER SUCCESS SYSTEM


• ,QYLWH�JXHVWV�DQG�SURVSHFWV�WR�RXU�recorded webinars

• 'ULYH�WUDI¿F�WR�\RXU�UHSOLFDWHGlanding pages

• 6HQG�approved emailWHPSODWHV�WR SURVSHFWV

MANAGER ROLE*

• *HW�QHZ�UHSV�WR�FRPPLW�WR�D�IDVW� start program

• 6FKHGXOH�DSSRLQWPHQWs�ZLWK�a � Financial ProfessionalWR�GLVFXVV�a personal FinancialNeeds Analysis

• 0HHW�ZLWK�FOLHQWV�RQOLQH�WR�VHW�XS�D�VXLWDEOH�insurance policy

• Follow through the entireXQGHUZULWLQJ�SURFHVV��VWD\�LQ�FRPPXQLFDWLRQ�ZLWK�FOLHQW��NHHS rreferring Inviters and Managersinformed

Average Earnings Speak for ThemselvesIf you’re determined to own your future, you’ll find the compensation and advancement structures offered by the Virtual Financial business platform are unlike anything else in the financial industry. The following are the average and highest earnings for a rolling 12-month period through December 31, 2018 for agents in the United States and Puerto Rico who held life, securities and/or investment advisory licenses.**

CHOICE OF THREE POWERFUL ROLES

*Virtual Financial is a financial services marketing company. The titles Inviter Role, Manager Role, and Financial Professional are VF descriptions of various activity levels within the sales process. Agents of WFG are independent contractors regardless of the field title/designation.

5

POWERFUL INCOME OPPORTUNITIES

Our innovative business model helps entrepreneurs succeed together and avoid the obstacles that plague traditional financial services businesses.

Now, just about anyone with ambition can build a financial services organization that can scale without limits.

Senior Marketing Director (Life License Only) �42,821 �759,874

Executive Marketing Director �222,231 �2,091,572

CEO Marketing Director �415,116 �2,961,610

AverageEarnings

**Different products may impact individual earnings production. Earnings are in U.S. dollars and rounded to the nearest dollar. U.S. agents are affiliated with World Financial Group Insurance Agency, Inc. and Puerto Rican agents are affiliated with WFG Insurance Agency of Puerto Rico, Inc.

HighestEarnings

INVITER ROLE* FINANCIAL PROFESSIONAL*

TRADITIONAL INDUSTRY


•� 7UDYHO�WLPH��PHHWLQJV��DSSRLQWPHQWV

•� 2I¿FH�DQG�WUDYHO�H[SHQVHV

•� $UHD�RSSRUWXQLW\

•� &UHGLELOLW\�VWUXJJOH�IRU�QHZ�insurance agents

THE VF VIRTUAL MODEL•� :RUN�IURP�KRPH�RU�DQ\ZKHUH

•� &RVW�RI�SKRQH��ODSWRS�DQG�UHSOLFDWHG�ZHEVLWHV

• 50 state virtual reach*

•� Virtual Teams for workload support

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PHILOSOPHY AND VALUESBusiness Strength & Personal Strength, Begins with Strength of Character

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There is no substitute for strong core values.

We are a Family Focused Business

� :H�LQYROYH�DQG�VXSSRUW�WKH�IDPLOLHV�RI�RXU�agents�� :H�EHOLHYH�LQ�WHDPZRUN�LQ�WKH�KRPH�±�WKLV�FUHDWHV�DQ�HQYLURQPHQW�ZKHUH�� ZH�DUH�KDSSLHU�DQG�PRUH�HIIHFWLYH�

� :H�HQFRXUDJH�RXU�WHDPPDWHV�DQG�IDPLOLHV�WR�EH�RSWLPLVWLF�DQG�QHYHU�VWRS��dreaming about how good life can be.

*Agents must be properly licensed and/or appointed to sell insurance in the States they are doing business or receiving override commissions.

6

THE VIRTUAL ADVANTAGE


7

OUR SYSTEM IS CHANGING LIVES

Every day, our leaders rely on our tools, technologies, and training to power their businesses. Modernization enables them to be the signal in the noise so they can reach everyday people all across North America. To learn more, strike up a conversation with any of the hundreds of leaders who are part of the Virtual Financial movement.

"What separates Virtual.Financial apart from any other company is the tier system: the ability for

individuals to work as part of a role-structured team. That opens the door to a much larger audience than the traditional industry does. I am a 38 year veteran

of this industry and am proud to be a part of the leadership of this incredible company."

Gary BaumbachSanta Rosa, CA

"I love working for Virtual Financial, from home, building out my own virtual

business, helping others build out theirs. I would, and do recommend Virtual

Financial to everyone. More people should know that they have the option of having a

great financial service business from home, or from anywhere with an Internet connection. The lifestyle can't be beat!"

Ilana AmosCoronado, CA

"From a +25 year industry veteran I will speak candidly, Virtual Financial has built a business model that allows new agents to

succeed at one level while they grow into the other roles if desired. This is quite a departure from the do-it-all sink or swim

approach most often found in the industry."

Greg LudwickSan Ysidro, CA

"I have over 4 decades of professional sales and sales management experience, including over 25 years in Financial Services and

Insurance. All the stuff I hated about insurance, Virtual Financial fixed. Now I do 100% of what I love doing, and 0% what I hated."

Thomas ParkinsonEverett. WA

"I built a team of 1200 agents in another marketing organization,

but didn't have the support for the pure online model. The leaders of

Virtual Financial with major financial support from their

partners have already created what I could only imagine at the

other company."

Doug JonesBend, OR

As a VF entrepreneur,you're in business for yourself,

but not by yourself!

The views and opinions expressed thereon are those of the individual speakers and do not necessarily representthe views and opinions of World Financial Group, Inc. and its affiliated companies.

Virtual Financial (VF) is a financial services marketing company that is not affiliated with World Financial Group, Inc., World Financial Group Insurance Agency, Inc., World Financial Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”), but is utilized by certain independent contractors of WFG.” World Financial Group Insurance Agency, Inc., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance

Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFG – offer insurance products.

WFG Headquarters: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300

VF Headquarters: 1390 Broadway, Suite B171, Placerville, CA 95667. Phone: 619.839.0343

THE NEXT STEPS

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