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  • We teach people how to build and protect their wealth more efficiently.

    Discover valuable financial insights by clicking the link to learn more.

    https://umustsee.net/RUD7XA

  • Increase financial literacy by way of public speaking: workshops, seminars, conferences and virtual events.

  • We teach people the importance of protecting assets for future use.

    Discover valuable financial insights by clicking the link to learn more.

    https://umustsee.net/RUD7XA

  • We help entrepreneurs start and grow a financial services business through coaching, strategy, training and mentorship.

    Discover valuable financial insights by clicking the link to learn more.

    https://umustsee.net/RUD7XA

  • At Lead With Love Agency, we offer comprehensive financial literacy workshops designed for organizations seeking to empower their members with essential money management skills. Our workshops cover a range of topics, including budgeting, saving, investing, wealth preservation and understanding credit. Each session is tailored to meet the specific needs of the organization, ensuring that participants gain practical knowledge they can apply in their daily lives.

    Our experienced facilitators use interactive teaching methods to engage attendees and foster a supportive learning environment. Participants will have the opportunity to ask questions, share experiences, and collaborate with one another to deepen their understanding of financial principles.

    By partnering with us, organizations can provide valuable resources to their members, promoting financial well-being and long-term financial health. Together, we can lead individuals toward a more secure and informed financial future.

  • Item description

    At Lead With Love Agency, we offer comprehensive coaching, mentoring, and training dedicated to both existing and aspiring financial professionals. Our program focuses on helping you achieve certification, build confidence, and develop the competence necessary to thrive in the financial industry.

    Certification

    To become a certified financial professional, it's essential to understand the necessary qualifications and exams relevant to your desired niche. We guide you through the steps required for certification, ensuring you have access to resources, study materials, and support to prepare effectively.

    Building Confidence and Competence

    Confidence in the financial sector stems from knowledge and experience. Through our mentorship, you will gain practical skills and insights into market trends, regulatory requirements, and client relations. We emphasize continuous learning, equipping you with the tools to navigate the complexities of financial advising and wealth management.

    Growing Your Business

    Creating a successful financial business requires strategic planning and execution. We teach you how to identify your target audience, develop a compelling value proposition, and effectively market your services. Learn to establish a robust online presence and utilize networking opportunities to expand your reach and attract clients.

    Generating Business

    Understanding how to generate leads is key to sustaining growth. We provide techniques for identifying potential clients and turning prospects into lasting relationships. You'll learn various marketing strategies, including referral programs, social media outreach, and community engagement, to broaden your client base.

    Closing Business

    Closing deals is a critical component of financial services. Our training covers effective communication techniques, negotiation skills, and closing strategies to help you confidently convert leads into clients

  • Financial Literacy for Families

    We believe that financial literacy is essential for families to thrive together. Our specialized programs are designed to equip families with the knowledge and skills needed to manage their finances effectively and build a secure future.

    Our goal is to create a supportive environment where families can learn together, set financial goals, and develop healthy financial habits that last a lifetime.

    We aim to empower your family with the tools to navigate financial challenges and seize opportunities. Join us in fostering a culture of financial responsibility and confidence, ensuring a brighter financial future for everyone

  • Financial Literacy for Healthcare Professionals

    We understand the unique financial challenges faced by healthcare professionals, from managing substantial student debt to navigating complex income structures. We are committed to empowering healthcare professionals with the financial knowledge and tools necessary for achieving long-term financial stability and success.

    We offer specialized workshops, personalized one-on-one coaching, and curated resources that address critical topics such as budgeting for variable income, growth strategies, wealth preservation, and estate planning. Our expert-led programs are designed to help you make informed financial decisions that align with your career aspirations and personal goals.

  • Financial Literacy for Business Owners

    We recognize that financial literacy is crucial for business owners seeking to build and sustain successful enterprises. Our tailored programs are designed to empower entrepreneurs with the financial knowledge and skills necessary to navigate the complexities of managing a business.

    We offer specialized workshops and one-on-one coaching that cover essential topics such as budgeting, cash flow management, tax advantages, growth strategies, asset protection and retirement planning. Our expert-led initiatives provide practical insights that help business owners make informed decisions, optimize their financial performance, and achieve long-term growth.

  • Financial Literacy for Athletes

    At Lead With Love Agency, we understand that athletes face unique financial challenges, from managing fluctuating incomes to planning for life after sports. Our dedicated programs are designed to equip athletes with the financial knowledge and skills necessary to secure their financial future both during and after their careers.

    We provide specialized workshops and personalized coaching focused on essential topics such as budgeting, growth strategies, tax advantages, wealth building, wealth preservation and career transition planning. Our expert-led initiatives empower athletes to make informed financial decisions, maximize their earnings, and build sustainable wealth.

  • Financial Literacy for Caregivers

    Our Financial Literacy for Caregivers program is designed to empower those who dedicate their time to caring for others. We provide essential tools and knowledge to help caregivers navigate the complexities of personal finance, budgeting, growth and preservation strategies. This service aims to enhance financial confidence, enabling caregivers to manage their own financial well-being while supporting their loved ones. Through tailored consultations, workshops and resources, participants will learn how to build a sustainable financial future, ensuring they can care for themselves as effectively as they care for others.

  • Financial Literacy for Retirees

    Our Financial Literacy for Retirees program is tailored to help individuals transition smoothly into retirement with confidence and security. We provide comprehensive guidance on managing retirement income, understanding social security benefits, and effective growth strategies to preserve wealth. Participants will learn how to create a sustainable budget, navigate healthcare costs, and plan for long-term financial goals. Through personalized sessions and resources, we empower retirees to take control of their financial future, ensuring they can enjoy their golden years without financial stress.

  • Financial Literacy for Special Needs Individuals

    Our Special Needs Planning Financial Literacy Program is designed to empower families and individuals with disabilities by providing essential knowledge and resources for effective planning. This program covers critical topics such as guardianship and supported decision-making, helping families understand the best ways to protect and promote independence for their loved ones. Participants will learn about financial and medical powers of attorney, ensuring that trusted individuals can make informed decisions when necessary.

    We also guide families through the intricacies of government benefits, and provide insights on creating living trusts to safeguard assets while preserving access to medical assistance. By equipping participants with the tools and information needed for sound financial planning, our program aims to foster confidence and security for individuals with special needs and their families.

  • Financial Literacy for Employers

    Our Financial Literacy for Employers program is designed to support businesses in fostering a financially savvy workforce. We provide tailored workshops and resources that equip employers with the knowledge to educate their employees on essential financial topics, including budgeting, retirement planning, and debt management. By investing in financial literacy, employers can enhance employee well-being, reduce financial stress, and improve overall productivity. This program not only benefits employees by empowering them to make informed financial decisions but also contributes to a positive workplace culture and increased employee retention.

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Texas License # 10702670

Lead With Love Agency is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, LLC., 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”). These agents offer insurance products through World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC. and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.

This material is intended for education and training purposes only and is not intended to be , nor should it be construed as, an offer or solicitation for the purchase of sale of any specific product, financial services, or other non-specified item.

WFG Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300

Lead With Love Headquarters: 3010 LBJ Freeway Suite 1200, Dallas, Texas 75234 & 6646 Gary Rd. Unit D1, Byram, MS 39272 Phone: 214. 617. 2052

Neither World Financial Group Insurance Agency, LLC nor its agents may provide tax or legal advice.  Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein

Maintains selling agreement(s) with World Financial Group Insurance Agency, LLC. World Financial Group Insurance Agency, LLC and Transamerica Life Insurance Company are affiliated companies.​

The World Financial Group Insurance Agency, LLC Financial Needs Analysis, developed by WFGIA, 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.

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