Congratulations You Passed Your Test!
Here you will find the Steps you need to take after passing your Life and Health Test.
Step 1 - Apply For Your License
Step 2 - Send Your License To WFG
Once you Received your License send it in to WFG by faxing or emailing it to one of the following:
Fax Number: (678) 966-6161
Step 3 - Online Training
For the Anti-Money Laundering, Long Term Care Certification, and National Annuity Certification, the most cost effective way to get them all done is to buy the online CE Subscription to package them all together and give you the ability to do other CE credits. You'll need to wait until you have your license number before you register with AD Banker. Talk to your trainer about other options to speed up the process. AD Banker Sign Up Instructions (Need PDF).
Always save/download a copy or screen shot of any course you take and complete - just in case you don't get credit.
As a licensed associate you are required to complete an Anti-Money Laundering (AML) Course each year. For the Anti-Money Laundering, Long Term Care Certification, and National Annuity Certification, the most cost effective way to get them all done is to buy the online CE Subscription to package them all together and give you the ability to do other CE credits.
Before you are able to write Annuity business you must complete this training. After this, you'll need to complete specific product training for each carrier annuity products. Talk to your trainer and product provider. Much of that happens (in Internet Explorer only) here RegEd
Before you are able to write Long Term Care business or products with Long Term Care Riders you must complete this training. You can do the online and offline class in either order. In Colorado, you also need to complete an 8 hour In-Person Partnership class. We try to arrange them in-house for a Saturday when we get 10 more folks or talk to your trainer. NOTE you can take this class even before your life and health if scheduling is better.
Step 4 - Get Appointed
In order to start representing companies, you need to let the companies know that you will be representing them. Most of our primary carries are electronic. Note that this will start your E&O
Mywfg.com > menu > licensing & appts > appts > carrier appts > life & disability insurance > non-NY
- Transamerica Premier
- Pacific Life
- Voya x 2
Commonly asked questions for getting appointed ~
Step 5 - Set Up E&O and Direct Deposit
Set Up E&O
- Errors and Omissions Insurance is required before you can sell Insurance and other Securities products. It protects you for being a professional in this industry. See the FAQ on MyWFG.com.
- At time of this writing for new associates, if you are on direct deposit and help an average family a month, then E&O cost are waived.
- Go to mywfg.com > Menu > Administration > Errors and Omissions E&O > E&O Payment > E&O Payment
- E&O cost are waived for the following month.
Set Up Direct Deposit
- WFG pays 2 times a week. In order to get you paid as quickly as possible, we recommend that you sign up for Direct Deposit
- Go to mywfg.com > Menu > Administration > BOSS Electronic Forms > Direct Deposit Authorization Agreement - US