TitleAuthorDateContent
Two different paths of life (Chinese)Mark Chen2016-06-13A story of 2 childhood friends, living different path of life. What is their different end?
Entrepreneur mindsetMark Chen2016-06-13From intrapreneur to entrepreneur to social entrepreneur, what mindsets you should have?
7 habits of highly effective peopleMark Chen2016-06-13From the book: 7 habits of highly effective people, by Stephen Covey. A powerful book for personal change.
World class vs Middle classMark Chen2016-06-13Side by side comparisons of world class versus middle class, winner versus loser, optimist versus pessimist.
21 ways rich people thinking differentlyMark Chen2016-06-1421 ways rick people thinking different from average people
A family with a plan vs. without a planMark Chen2016-06-14A story of a family without a plan, what the end up at age 65? Then a side by side comparison with if they have a plan.
Index Universal Life David Dai 2016-06-14David Dai2016-06-17IUL presented by David Dai in Office Training 2016-06-14
Business Flow - 8 speed filter and pipeline-Chinese versionZhenhua Sun2016-07-04
What we do for family?Mark Chen2016-07-19How FFIUL help family? The index strategy, the return of FFIUL, historic data simulation. How to put all the plan in one package?
Excise for new licensedMark Chen2016-07-19Illustration excise for new licensed, excise of PFS calculate. right Mindset
Business flow- Pipeline & 8 Speed Filters (English)Wendy Mui2016-07-19
FourCornerstoneNan Li2016-07-31
Point Sebago Packing ListMerrie Moy2016-08-13
Retirement planning_ZhenhuaZhenhua Sun2016-08-15
Where to Save Money and TaxLi Li2016-09-10
How to be a good traineezhenhua sun2016-09-24
Why WFG Business, Why Recruit, Why Build Team?Li Li2016-09-27
retirement planning by AnnieXUEFENG LIU2016-10-29
How to use FFIUL help familyMark Chen2016-12-06
where to save Tax & MoneyZhenhua Sun2017-01-11
PAIZhenhua Sun2017-01-11
Education PlanningWenyan2017-02-22
How to Build Foundation for FamilyWendy Mui2017-03-27
How to Use IUL to Serve FamilyWendy Mui2017-03-27
Why Business Why Finanical ServiceXiao Zhou2017-04-15
Psychology of wealthMark Chen2017-04-15Some rich, some poor; some enjoy, some struggle; some happy, some miserable; some win, some lose, WHY? Do you believe there is a secret? if Yes, what is the secret?
Mark first GIUL account CV vs paymentMark Chen2017-04-24Policy started from 2010, see the payment history and current cash value, and COI
One client GIUL account CV vs PaymentMark Chen2017-04-24A 49 years female client 250K (100K+150K) GIUL account, see payment history (compare to 7 pay and guideline annual) vs Cash value, as well as COI
Mortgage and Real Estate Investment-Li LiMerrie Moy2017-05-04
Kevin How to build financial foundation for family 170502.pptxMerrie Moy2017-05-04
how to make PPL and make a phone call_Wendy MuiXuefeng Liu2017-06-06
College Fund PlanningXiao Zhou2017-06-21
Investment Basics 1 for licensedMark Chen2017-09-19How to calculate average return, yearly investment formula and its applications, how to approve invest in one S&P500 fund is not a good idea.
Growing up in WFGMark Chen2017-10-21
Thoughts about IULMark Chen2017-10-21What is IUL? Why people do not like it? How it compared with IRA, Real Estate, Mutual funds?
PAIwenyan2017-11-14
The Magic of Thinking BigMark Chen2017-11-20Book review
Life insurance Chinese-English slidesMark Chen2017-11-21For help you learn Life Insurance Book.
WL vs IULXiaodong Wu2017-11-21
Follow UpXiaodong Wu2017-11-21
5 levels of leadership by John MaxellMark Chen2017-11-25
7 spiritual law of successMark Chen2017-11-28
Real Estate vs MF IUL VULMark Chen2017-11-28
CommunicationMark Chen2017-12-20
What we do for family 2015Mark Chen2018-01-21
Listening skillMark Chen2018-02-06
IUL training Feb 2018Mark Chen2018-02-21
Communication Skill - networkingMark Chen2018-02-24
Communication: Asking questionsMark Chen2018-02-26
Emotional IntelligenceMark Chen2018-03-09Emotional Intelligence test and improvement
12 quality of successful entrepreneurMark Chen2018-03-13
Law of attractionMark Chen2018-03-13
WFG system: PPL/BMP/PFSMark Chen2018-03-13
IUL slides version 2018 03Mark Chen2018-03-13
羊皮卷 第一卷Mark Chen2018-04-04
Investment basic formulaMark Chen2018-04-08
IUL vs. SP500 InvestmentMark Chen2018-04-12
IUL vs. Roth RetirementMark Chen2018-04-16Save $35K * 20 years in Roth or in IUL, see the difference in CV and distribution income
FFIUL vs SP500 (Roth or Tax Now)Mark Chen2018-05-04Compare FFIUL to SP500 using ROTH or SP500 Tax Now Account. Applying historical 1998-2017 SP500 return and FFIUL cost.
Start upMark Chen2018-06-263 points: 1.we are delivering big value to families; 2. It is all about recruiting; 3. it is all about duplication.
Investment BasicsMark Chen2018-10-20
Meeting MentalityAmy Chenhui Liu2018-11-27
7702 Index Universal Life-Li Li-2019Li Li2019-02-12
IUL and its compare to 401KMark Chen2019-03-24What is IUL? Why people say negative about IUL? Compare to 401K: accumulation of $, distribution of $, cost comparison.
Investment BasicsZeed Lu2019-04-13
IUL training 2019-05-04Mark Chen2019-05-04
EnterpreneurshipWenyan Zhao2019-05-25
The Art of Listening and Questioning 190615.pptxKevin Zhang2019-06-15
Meeting MentalityWendy Mui2019-07-24
7 Habits of Highly Effective PeopleChenhui Liu2019-10-027 Habits of Highly Effective People
Real EstateXiao Zhou2019-10-10Why Do So Many Folks Want to Invest in Real Estate?
Communication - The Art of Asking questions - Closing QuestionsChenhui Liu2019-10-23Communication - The Art of Asking questions with Closing Questions examples
Get Start NowCathy Xia2019-11-23
7 Habits of Highly Effective PeopleXiaoying2019-11-27
Life insurance license exam trainingMark Chen2020-01-29
Social Security and MedicareChenhui Liu2020-02-12
How to do presentationMark Chen2020-03-21
How to do PresentationWenyan Zhao2020-03-21How to do Presentation
BPM 3.28.2020Annie2020-03-28
Estate PlanningXiaoying2020-03-31
Real Estate Investment Vs. IULWenyan Zhao2020-04-14
Financial Needs AnalysisNan Li2020-04-21
Education PlanningKevin Zhang2020-04-25
Psychology of savingMark Chen2020-05-16
Investment basicMark Chen2020-07-22
Communication and STARMark Chen2020-10-03
IUL loanMark Chen2020-10-20
IUL 1M offer for freeMark Chen2020-10-20
How to make WFG works for you?Mark Chen2020-10-20
Investment StrategyMark Chen2020-11-21
Pursuing your dreamMark Chen2020-11-25
Pursuing your dream 2Mark Chen2020-12-19
Real estate and MortgageMark Chen2020-12-19
Mark GIUL 2010-2021Mark Chen2021-02-14Mark Chen 1st GIUL CV by 2021-02-14
Mark FFIUL 2016Mark Chen2021-02-14Mark Chen FFIUL 2016-2021