Welcome to
Financial Guardians
Resource Dashboard
The All-In-One Business Hub for your WFG Business
THE PRODUCER'S CORNER
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.
BUILDER'S BLOCK
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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