CONGRATS, YOU'RE AHEAD!
You’ve taken care of one important step in your business. Our licensing coordinator will walk you through the process of getting appointed properly. You can also follow these instructions to help you expedite the appointment process.
COMPLETE PRE-APPOINTMENT CHECK LIST
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Anti-Money Laundering Course
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Initial Annuity 8hr Course
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Initial Long-Term Care Course
Visit this website to complete your course. Instructions:
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Click on Kaplan then Continue
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Click Total access Library
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Select the State you live in
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Select Insurance CE and pick your state
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Click Total Access CE - Life and Health
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Add to Cart
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Click Back arrow
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Click Annuity Best Interest and Pick your state
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Click Add to Cart
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Click Proceed to Checkout Enter Payment Information
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Click Complete the AML, Initial 8-Hr LTC & Annuity Best Interest
SETUP E&O COVERAGE
You'll need to have your own separate policy to use with WFG. We use Marsh as our Vendor.
SETUP DIRECT DEPOSIT
Log into www.mywfg.com
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MENU
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ADMINISTRATION
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BOSS ELECTRONIC FORMS
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DIRECT DEPOSIT AUTHORIZATION AGREEMENT FORM - US
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CONTINUE "Please enter the answer to the security question you have set"
You will be asked to supply the following Information
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Depository ( Financial Institution / Bank)
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Account Information
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Type of Bank Account
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Account Owners