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Creating Wealth From Home

Creating Wealth From Home. TM. Program Set-Up Distributors Training Guide. 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.

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Creating Wealth From Home

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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

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