Status
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 expedite the appointment process.
Complete Pre-Appointment Checklist
- Anti-Money Laundering (AML) Course
- Initial Annuity 8-Hour Course
- Initial Long-Term Care (LTC) Course
Visit this website to complete your course. Instructions:
- Click on Kaplan then Continue
- Click Total Access Library
- Select the state you live in
- Select Insurance CE and pick your state
- Click Total Access CE — Life & Health
- Add to Cart
- Click Back arrow
- Click Annuity Best Interest and pick your state
- Add to Cart
- Proceed to Checkout and enter payment information
- Complete the AML, Initial 8-Hr LTC & Annuity Best Interest
Setup E&O Coverage
You’ll need your own separate policy to use with WFG. We use Marsh as our vendor.
Call Marsh Directly at 1-800-380-0451
Setup Direct Deposit
Log into www.mywfg.com and follow:
- Menu
- Administration
- BOSS Electronic Forms
- Direct Deposit Authorization Agreement Form — US
- Continue — “Please enter the answer to the security question you have set.”
You’ll be asked to supply the following information:
- Depository (Financial Institution / Bank)
- Account Information
- Type of Bank Account
- Account Owners
It is important that direct deposit is set up; otherwise there will be a $5 processing fee on every check.
