@NEW AGENT LINKS

Take the first steps to learn & grow in the financial industry.

GETTING STARTED WITH WFG

WFG Onboarding
WFG Onboarding
Start-Up Orientation Class
Trainual Portal - Have your SMD invite you!
Training Calendar
Register/Logon to WFG
Register/Logon to WFG
WFG Business Development Team - If you have questions
WFG Business Development Team - If you have questions

LICENSING - STEP BY STEP

LICENSING SUMMARY
State Requirements (ALL 50 STATES)
State Requirements (ALL 50 STATES)
Register for XCEL Prelicensing - use code: WFGWORLDCHANGERS
Class 10-day Schedule (Keeps you on track!)
Schedule Exam: CA LIFE Accident Health/Sickness
Submit Fingerprints in CA
Submit Fingerprints in CA
Apply for CA Producer License (LIFE, ACCIDENT & HEALTH)
Apply for CA Producer License (LIFE, ACCIDENT & HEALTH)
Complete CE courses: AML, LTC, ANNUITY & BEST INTEREST
Get Appointed - HAVE TRAINER/OFFICE HELP
Get Appointed - HAVE TRAINER/OFFICE HELP

COMPANY RESOURCES

Synergy Business Format System
Team Freedom Resources
Team Freedom Resources
ONE PAGERS - Google Drive
Wholesalers + Reps List
Wholesalers + Reps List
HOT STATES!!!

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