Marketing Kits

Marketing Kits give associates a full collection of compliance-approved material for World Financial Group's latest promotions, events, and campaigns. Kits can include email messages, texts, social media posts, graphics, and blog articles to share with your contacts and followers.

Available Kits

WFG Convention 2018, Evolve // Blue

The WFG Convention 2018, Evolve // Blue in Las Vegas from August 6 to August 9, 2018 will be your team’s biggest event yet! Use this kit to promote and encourage your team to register and attend. Get inspired to take your business to the next level. To Evolve.

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WFG Convention 2018, Evolve // Green

The WFG Convention 2018, Evolve // Green in San Jose from July 26 to July 29, 2018 will be your team’s biggest event yet! Use this kit to promote and encourage your team to register and attend. Get inspired to take your business to the next level. To Evolve.

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Money Makeover Kit // Green

Before: Uncertain financial circumstances. After: The confident pursuit of financial independence. When someone thinks their 'before' is just the way it is, it's time for a Money Makeover. Use the tools inside this kit to help change things up for anyone who's ready to see their 'after'.

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Money Makeover Kit // Blue

Before: Uncertain financial circumstances. After: The confident pursuit of financial independence. When someone thinks their 'before' is just the way it is, it's time for a Money Makeover. Use the tools inside this kit to help change things up for anyone who's ready to see their 'after'.

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Transamerica ALPHA Campaign (For IAR Use Only)

We see focus and flexibility as two sides of the same coin, and a little of each can be helpful when talking to contacts about their future. Use this kit’s focused and flexible tools to communicate the benefits of the Transamerica ALPHA Digital Investment Program.

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New Money Habits

What are your contacts and your team planning for in 2018? Check in with them and their goals for the next 365 days with 4 new messages. Their resolutions - both personal and professional - need your input to make this year count. Let them know you're only a call or email away.

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Everest Campaign

Everest is the first nationwide funeral planning and concierge service, but chances are your clients may have never heard of it at all. This marketing kit is designed to help you introduce Everest in an innovative and comfortable way. Featuring messages that link to a landing page made just for WFG associates. Use it today to reach your clients and prospects about the incredible peace of mind that comes with Everest’s services.

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ShOUT Campaign

Who are you thankful for this season? Who made your life and business better this year? Let them know in style by giving them the ultimate shout out with our ShOUT Campaign. It gives you dozens of social media and email/text messages that are sure to make that awesome person feel the appreciation they deserve.

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