Wealth In Motion QUICK START GUIDE

Transcription

1 Wealth In Motion QUICK START GUIDE

2 Table of Contents Page Topic 1 A Quick Start to Wealth In Motion 2 Quick-Start Guide for 3 Approaches 3 Future Steps 4 Instructional Resource Locator 5 For More Help Copyright 2009 LEAP SYSTEMS, Inc. PS&G Model, LEAP, LEAP SYSTEM, Wealth In Motion, and Personal Financial Movie trademarks and service marks of LEAP SYSTEMS, Inc. No part of this document or visual may be reproduced, abstracted, excerpted, transmitted in any form by any means, electronic, mechanical photographic, or stored in information systems, except as set fort in writing under a license from LEAP SYSTEMS, Inc. Any other use is prohibited. i Quick Start Guide for Using Wealth In Motion Software

3 A Quick Start to Wealth In Motion In just 3 days you can be up and ready for client meetings using the most dynamic and unique financial tool in the industry. In just 3 days you can emerge with new skills and capabilities to communicate compelling information which adds value to the service you provide your clients. In just 3 days you can be navigating the professional tools that help transform people s financial opinions to knowledge based decisions that better protect and enhance their wealth. Wealth In Motion can work in any type of personal or business market you wish to pursue. You can apply any approach to your work, whether it is transactional, conceptual, or strategic. Agents using a transactional approach are primarily focused on selling insurance and financial products without using a broad strategic analysis. Agents using a conceptual approach primarily focus on showing concepts and ideas to demonstrate how insurance and financial products may provide a more positive result for their clients. Agents using a strategic approach use a much broader financial analysis that can simulate the cause and effect of their financial decisions. The software helps both you and the client create a fabulous working relationship. Follow this 3-step approach to get a quick start with Wealth In Motion : STEP 1 Make a list of prospects and clients that you believe would appreciate seeing what Wealth In Motion could do for them. Do this before proceeding with Step 2. STEP 2 Open your Wealth In Motion Getting Started program on your computer desktop, and locate the Help Guide titled Navigation and Client List, and read pages It is suggested that you print this guide for reference while working with your software.* STEP 3 Use this Quick-Start Guide and choose the business approach you prefer: transactional or conceptual or strategic. Follow the three-day study outline for each approach on the following page. *All software references on the Quick-Start Guide are from the point of view of having opened a client s Scenario as described on page 12 of Navigation and Client List. Directions for accessing Help Guides and Videos are located in the Getting Started Program which came with your Wealth In Motion Software. Quick Start Guide for Using Wealth In Motion Software 2009 LEAP SYSTEMS, Inc. 1

4 QUICK-START GUIDE DAY 1 DAY 2 DAY 3 STRATEGIC CONCEPTUAL TRANSACTIONAL Family Security Calculator Why someone would want the maximum amount of life insurance available Software: Calculators under WIM and Insurance Module Strategic Allocation Tutorial A proven step-by-step process to protect and build wealth Software: Accessed by clicking on Presentations and the Allocations Module Mr. Numbers Why unscheduled money flows into and out of the Model in Present Position viewing Personal Financial Movie in Present Position Life Insurance LOC Calculator Why owning term life insurance is an inefficient strategy Software: Calculators under WIM and Insurance Module Data Entry Intuitive scenario data entry plus know-how for a new life insurance policy viewing in Present Position function Data Entry Intuitive and non-intuitive scenario data entry to show strategic alternatives viewing Personal Financial Movie in Present Position Person A / Person B Calculator Why someone would want to own permanent life insurance at retirement Software: Calculators under WIM and Insurance Module External Design A step-by-step analysis of Present Position and Strategic Alternatives Software: Accessed by clicking on External Design under WIM tab Conway Case Present Position Build plus creating Problem and Solution scenarios viewing Personal Financial Movie in Present Position 2 Quick Start Guide for Using Wealth In Motion Software 2009 LEAP SYSTEMS, Inc.

5 TM WEALTH IN MOTION FUTURE ACTIONS YOU CAN TAKE THREE OPTIONAL BUSINESS APPROACHES Input your personal data Monday Webinars On-Demand Videos Explore Financial Calculators Live Training Events Input your personal data Monday Webinars On-Demand Videos WebCFQ Concepts and Moves Explore Calculators Life Training Events Input your personal data Build scenarios Monday Webinars On-Demand Videos WebCFQ Concepts and Moves Life Training Events WIM Professional Development M Transactional Conceptual Strategic TRANSACTIONAL CONCEPTUAL STRATEGIC QUICK-START GUIDE Quick Start Guide for Using Wealth In Motion Software 2009 LEAP SYSTEMS, Inc. 3

6 INSTRUCTIONAL RESOURCE LOCATOR TRANSACTIONAL Family Security Calculator Instructions Help Guide > Calculators/page 10 Life Insurance LOC Calculator Instructions Help Guide > Calculators/page 14 Person A / Person B Instructions Website: WIM > Concept Moves Help Guide> Calculators/page 45 CONCEPTUAL Strategic Allocation Tutorial Instructions Video Guide > Strategic Allocation Tutorial Data Entry Instructions Fill in data of each tab of Questionnaire Reference Input Locator and/or Video Guides Video Training for Questionnaire/Insurance (advance to 9:31 on timeline for life insurance) External Design Guide for using External Design Help Guides > External Design Mr. Numbers Scenario Guide Website: WIM Sample Cases Download and view scenarios Read accompanying Scenario Guide STRATEGIC Data Entry Instructions Same instructions for Conceptual Data Entry Help Guide for Questionnaire page 135 for Cash Flow Video Training for Questionnaire/General Tab (advance to 6:00 on timeline for tax input) Conway Case Scenario Guide Website: WIM Sample Cases Download and view scenarios Read accompanying Scenario Guide 4 Quick Start Guide for Using Wealth In Motion Software 2009 LEAP SYSTEMS, Inc.

7 Thank you! We appreciate you participating in our professional development programs and using the Wealth In Motion Software. Once you get to fully understand the Wealth System and Software, you will be better able to uncover many methods for problem identification, solutions, and presentations to help your clients through their financial lives. Mastery of the General Data inputs, drawer contents, inflows and outflows, calculators and presentations give you the tools necessary for performing a valuable service to your clients. Ongoing training, updates, Knowledge Base Questions and Answers, plus attendance at schools, forums, and symposiums are all part of your professional development approach. LEAP SYSTEMS, Inc. wants to be a resource to enable you to perform at your full potential. For more help using the Wealth In Motion Software Technical Support Call Wealth In Motion Software Technical Support for help in configuring your computer, downloading, and installing the software. You can reach an IT associate for this type of help between the hours of 8:30 AM and 5:00 PM Central Time by dialing (908) , Option 1. Questions about Using the Wealth In Motion Software Please submit your questions related to using the software via by visiting the Knowledge Base web site at Additional Training Resources You may also find additional training resources that will help you learn how to use the software by clicking on the Learning Center tab in the Licensee s section of the web site. Quick Start Guide for Using Wealth In Motion Software 2009 LEAP SYSTEMS, Inc. 5