Build Your Base Shop with easy-to-use production tools for agents and teams.
PERSONAL AND SPLIT PRODUCTION
World Financial Group (WFG) Agents can easily track production points and commissions for personal and split business. Manage your production pipeline and in-force policies like a pro. Make the most out of promotion runs with precise, easy-to-use tracking tools by SalesSmyth.
Written and Split Applications
Calculate Points and Commissions
Follow Up with Providers
Track Your Runs
Audit Your Payouts
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TEAM PRODUCTION and PAYOUTS
Whether you’re a Senior Marketing Director (SMD), CEO or Executive Vice Chairman (EVC), you can track your team production pipeline and audit your payouts to make sure you hit your goals.
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Track Team Performance
Support Your Teams
Track Team Runs & Leaderboards
Audit Team Payouts
Dominate Your Market
Pricing for WFG independent agents and Base Shop leaders.
Leader Board Profile
Build your $1K plan
Set your pace (3-3-30, etc.)
Track your effort
All the benefits of Training, plus
Track and manage your personal production, including splits
Share your pipeline with your upline leaders
Build your Next Level plan
Track and audit your payouts
Get the latest provider products, payout rates, business dates and deadline
Track rolling 12 months performance
All the benefits of Personal, plus:
Private Team Home Base
Roll up team plans to achieve
Track and manage team production
Automatic Base Shop hierarchy updates
Leaderboards for team activities
Waive your fee when 10 people join your Base Shop
Requires an active subscription to Team Producer
Initial consultation on the benefits of LLCs
Name check service, to confirm that your preferred business name is available
Articles of organization, the document needed to register your LLC with the state
An EIN, which is used to file taxes, open bank accounts, and build your staff
An operating agreement template, which helps you set guidelines for your business
An independent contractor agreement template, which is a contract that lays out the terms of a contractor’s work (such as an assistant)
Leader Board Profile
Build your $1K plan
Set your pace (3-3-30, etc.)
Track your effort
All the benefits of Training, plus
Track and manage your personal production, including splits
Share your pipeline with your upline leaders
Build your Next Level plan
Track and audit your payouts
Get the latest provider products, payout rates, business dates and deadline
Track rolling 12 months performance
All the benefits of Personal, plus:
Private Team Home Base
Roll up team plans to achieve
Track and manage team production
Automatic Base Shop hierarchy updates
Leaderboards for team activities
Waive your fee when 10 people join your Base Shop
Requires an active subscription to Team Producer
Initial consultation on the benefits of LLCs
Name check service, to confirm that your preferred business name is available
Articles of organization, the document needed to register your LLC with the state
An EIN, which is used to file taxes, open bank accounts, and build your staff
An operating agreement template, which helps you set guidelines for your business
An independent contractor agreement template, which is a contract that lays out the terms of a contractor’s work (such as an assistant)