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Financial Guardians

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The All-In-One Business Hub for your WFG Business

start transforming your business today!

Agent Weekly Trainings!

Don't miss out on the opportunity to accelerate your career with Financial Guardians exclusive agent trainings. Led by top-tier leaders and earners in the industry, our trainings provide the insights and tools you need to excel.

Results-Driven Approach:Each training is focused on actionable insights that drive success, helping you to see immediate improvements in your performance.

Expert Guidance:Learn directly from the industry's best, gaining insider tips and strategies that are proven to succeed.Results-Driven Approach:Each training is focused on actionable insights that drive success, helping you to see immediate improvements in your

Diverse Learning Topics:From dream selling techniques to effective communication, tap into a wide range of subjects to broaden your expertise.

JOIN US JULY 7TH - 10 TH IN LAS VEGAS NEVADA AT T

WFG Las Vegas Convention

Join Team Financial Guardians, along with the rest of the Synergy Team and THE WFG Company, in Las Vegas for the 2025 Convention of Champions. Stay tuned for ticket information as it becomes available!

WHAT'S THE RIGHT OPS360 PLAN FOR ME?

PLAN COMPARISON

pro seat

$24/MO

  • ALPHA OMEGA DASHBOARD

  • OPPORTUNITY TRACKING

  • PROFESSIONAL CALENDAR

  • BOOK OF BUSINESS MANAGEMENT

  • IDECIDE INTEGRATION VIA CALENDAR

  • IDECIDE PROSPECT TO COLD PROSPECT PIPELINE WORKFLOW

  • TRACK AND SEND UP TO 200 EMAILS MONTHLY

  • SET REMINDERS AND TASKS INCLUDING REPEATING TASKS

  • TOP 25 SMART LIST

  • CUSTOM SMART LISTS (B.O.B., PROSPECTS, TEAM, etc..)

  • MONTHLY OPEN OFFICE HOURS

  • MOBILE APP, W/ NOTIFICATIONS AND ALERTS

No contracts - cancel anytime

PREMIUM SEAT

$49/MO

  • EVERYTHING IN PRO +

  • 1HR ONBOARDING WITH DASHBOARD SETUP

  • QUARTERLY 45 MIN 1 ON 1 TRAININGS AS REQUESTED

  • PERSONALIZED CALENDAR CONFIRMATION WORKFLOWS

  • CUSTOM CALENDAR(S) TO PIPELINE AUTOMATIONS

  • CUSTOM PREMIUM DASHBOARD

  • ALPHA OMEGA EMAIL SIGNATURE

  • SEND BULK EMAILS (TEAM, GROUP UPDATES, ETC.)

  • CUSTOMIZED WORKFLOWS & AUTOMATIONS

  • CAMPAIGN MANAGER

  • CAMPAIGN MANAGER TEMPLATES

  • LINKTREE HOSTING (ADD PERSONAL LINKTREE FOR $49 OR $79 W/ CUSTOM DOMAIN)

  • FORM , SURVEY, AND QUIZ BUILDERS

  • FORM, SURVEY, AND QUIZ TEMPLATE LIBRARY

  • AND MORE!

No contracts - cancel anytime

Agency Premium

$98/MO

  • 1 PREMIUM USER SEAT

  • 1 PREMIUM ADMIN SEAT

  • UNLIMITED BASIC USERS

  • ALPHA OMEGA WORKFLOWS

  • UP TO 5 SUB-SYSTEM WORKFLOWS

  • AGENCY AUTOMATIONS

  • INTERNAL ALERT AUTOMATIONS

  • ADVANCED SMD REPORTING DASHBOARD

  • PREMIUM ADMIN DASHBOARD

  • 1 QUARTERLY TEAM TRAINING (AS SCHEDULED)

  • CUSTOMIZED TEAM DASHBOARD

  • TIER 1 AGENCY DOMAIN FOR EMAIL COMPLIANCE

  • EMAIL AND FORM TEMPLATE LIBRARY

  • INSURANCE & FINANCE CAMPAIGN TEMPLATES

  • AND MORE!

  • SETUP ($299)

    • SUB-SYSTEM ONBOARDING & WORKSHOP

    • 1HR BASIC OPSLOGIC360 TEAM TRAINING

    • 1HR ADVANCED OPSLOGIC360 TEAM TRAINING

No contracts - cancel anytime

One Time $299 Location Setup Fee

REQUEST FREE TRIAL

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