@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
Start-Up Orientation Class
Trainual Portal - Have your SMD invite you!
Trainual Portal - Have your SMD invite you!
The easiest way to train and grow your team
Training Calendar
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
LICENSING SUMMARY
State Requirements (ALL 50 STATES)
State Requirements (ALL 50 STATES)
Register for XCEL Prelicensing - use code: WFGWORLDCHANGERS
Register for XCEL Prelicensing - use code: WFGWORLDCHANGERS
Get your insurance license with XCEL, with top industry first-time pass rates. We offer pre-licensing courses for Life, Accident, Health, Property & Casualty.
Class 10-day Schedule (Keeps you on track!)
Class 10-day Schedule (Keeps you on track!)
Access Google Drive with a Google account (for personal use) or Google Workspace account (for business use).
Schedule Exam: CA LIFE Accident Health/Sickness
Schedule Exam: CA LIFE Accident Health/Sickness
PSI has 70 years of experience with providing solutions to federal and state agencies, corporations, professionals associations and certifying bodies worldwide
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
Complete CE courses: AML, LTC, ANNUITY & BEST INTEREST
Get Appointed - HAVE TRAINER/OFFICE HELP
Get Appointed - HAVE TRAINER/OFFICE HELP
HOW TO: Get Appointed Nationwide Edition
COMPANY RESOURCES
Synergy Business Format System
Synergy Business Format System
Team Freedom Resources
Team Freedom Resources
Linktree. Make your link do more.
ONE PAGERS - Google Drive
ONE PAGERS - Google Drive
Wholesalers + Reps List
Wholesalers + Reps List
HOT STATES!!!
HOT STATES!!!
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