ASSET PRO

WFG Client Referral Program

(Pilot & Trial Offer)

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Are you a current or potential client or agent of WFG?

 

If so, we are currently piloting a WFG Referral Program that we aim to formalize with the company at the completion of the pilot program. As such, we are offering a select few clients and agents of WFG the limited-time opportunity to take advantage of generous discounts of up to 40% on the STS Program during the trial. We seek a variety of clients and agents from diverse backgrounds whose feedback, testimonials, and hopefully, full endorsement, will assist with our proposal we are bringing to the company. We aim to formalize an official new product offering to WFG's extensive North American network of independent financial consultants. PLEASE NOTE: We do not have any formal representation or licensing agreement with WFG at this time. This trial is By Invitation Only.

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It's easy to be referred to the STS Program as a client of WFG to earn a generous discount on the purchase of an STS Program better known as Financial Kevlar™, an innovative legal protection and estate planning product from North America's leading Asset Privacy & Asset Protection experts, Asset Pro.

 

Why be referred by a WFG agent?

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• Build and enhance your relationship with your WFG agent by asking them to introduce you to Asset Pro's one-of-a-kind STS Financial Kevlar™ protection program

• Protect your assets perpetually from legal assault, estate probate, oppressive estate taxes and taxing authorities, rogue governmental service corporations, and numerous other asset predators

• Live your financial life as a business and enjoy the same taxable benefits as a business, helping you to save money that can be redeployed into core WFG products (e.g. life insurance, critical illness, and RESP's)

• Receive a generous discount on your STS Program purchase by being referred by a qualifying WFG agent

• Potentially earn an additional 10% discount. (Ask your agent if you qualify).

• Take comfort in knowing that Asset Pro does not cross sell any life/savings products to WFG clients.

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Benefits to being a WFG client​

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• Clients SAVE 30% to 40% on the STS Program purchase using your agent's unique referral code which will be provided to you upon referral by a qualified WFG agent

• Personalized consultation with your agent to ensure suitability to the program and your ability to budget for the STS

• Peace of mind that your assets are permanently protected while your advisor assists you with your portfolio development

• Ongoing support from a dedicated on-boarding agent to assist you with ongoing management of your STS program.

*Discount fees may be restricted in certain jurisdictions and under certain circumstances. Active clients of WFG and clients of agents with the STS program qualify for the maximum discounts offered. Contact Asset Pro for more information.

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Three Ways to Get Referred by an Agent

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1. Visit the link to our digital business card here https://app.elify.com/vbc/ivtnbxavaa. Complete the intake form available there, as well as throughout the connected literature including from within our course registration forms and shopping carts on this site. Using the dropdown selector menus, select your agent's name from the optional fields, or provide your agent's code and name where indicated.​

2. Complete the referral intake form below.

3. Connect with an agent here.

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Once entered into our system, your referral will remain locked in for a period of 90 days. Any business transacted with us during that time will be exclusively attributed as a referral from your agent and you will earn the promised discount. Once your referral window expires, the STS Program will be available at the stated rates subject to any promotions at that time. To get the discounts and benefits of working with a WFG agent as listed above, you will need to be referred by a currently active and authorized WFG Agent.