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