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Getting Started with the Creating Wealth From Home Program: Distributor Training Guide

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mohammad-rojas
6 diapositives · 187 Views · Nov 19, 2014

This PowerPoint training guide is designed to familiarize you with the process and documentation needed to become an approved client of The Universal Group. It covers essential steps such as completing the Distributor Application, submitting required documents, and executing necessary agreements. Detailed instructions for faxing or emailing applications are provided. Once approved, you will receive login information for our automated system and access to training resources. For assistance, you can reach our Client Services team.

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Getting Started with the Creating Wealth From Home Program: Distributor Training Guide
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  1. Creating Wealth From Home TM Program Set-Up Distributors Training Guide

  2. Getting Started • This PowerPoint will work to familiarize you with the process and docs involved in becoming an approved Client of The Universal Group. • Distributor Application B. Agreements

  3. Step 1: Distributor Application • Complete the Distributor Application • Can be found at www.ugacinc.com/creating-wealth/ • Complete Distributor Application in entirety • Sign Client Application • Include copy ofVOIDED Check • IncludeArticles(applicable if LLC or INC) • Fax or Email Distributor Application to Universal • Include: copy of Voided Check & Articles • Fax: 816.817.0887 • Email: compliance@ugacinc.com

  4. Step 2: Agreements • Upon receipt of Distributor Application, Agreements will be sent to you via email • Purchase Agreement/Collections Agreement (6-7 pg. Document) • Agreements will outline the Finance Program to include terms, rates, etc. • Execute Agreements and Fax or Email: • Attn: Compliance Department • (816) 817-0887 Fax • compliance@ugacinc.com

  5. Program Approval • You are now APPROVED to start submitting new business! (upon receipt of executed Agreements) • Login information for the Automated System will be provided • Training will be readily available

  6. Contact Us Please feel free to contact me directly if there is any way that I may be of assistance. • Client Services • 888.842.2462 • ClientServices@ugacinc.com