Getting your business going!

Business Ownership Accelerator

Get Enrolled

Complete Prelicensing Course

Complete the Onboarding Process

+ complete the Client Experience & bring onboard your 1st Business Partner

after receiving your State License

Schedule the State Exam

Pass the State Exam

Prelicensing Enrolling Steps

1. Go to www.examfx.com/wfg
   
2. To get our Special Company Discount Pricing, enter wfgbackoffice@gmail.com as the Manager's Email Address.
   
3. In the Select Product dropdown menu tab, select Insurance Prelicensing.
   
4. Select your State.
   
5. In the Select Training dropdown menu tab, select Life & Health Prelicensing.
   
6. Review your State Rules and Requirements (click here to view your State).
   
7. In the Select Package dropdown menu choose Live Online Study Package - Life and Health Insurance for $39.95
   
8. In the Select Add-ons, dropdown menu tab, select whatever you want but the course includes enough resources. Then click on the Continue button.
   
9. Create your ExamFX account, click on the REGISTER tab, and then ACCEPT TERMS.
   
10. Enter Payment method.
    
11. Confirm Order.
    

Prelicensing Tools

• Click here to register for your State Exam
• Click here to view the Recommended Studying Tips
• Click here to view the Prelicensing Study Tips
• Click here to view the Live Online ExamFX Trainings
• Click here to view the Service Solutions Support Guide
• Click here to view the Quick Reference Guide by State
• Click here to view the Service Solutions Support Guide
• Click here to view the Simulate Your Exam infographic
• Click here to view the Pass Guarantee

Prelicensing Live Classes in English

Monday ExamFX Life Class

11:00 AM & 6:00 PM EST

10:00 AM & 5:00 PM CST

9:00 AM & 4:00 PM MST

8:00 AM & 3:00 PM PST

Check your Student Portal to join the class

Monday Team Class

8:00 PM EST

7:00 PM CST

6:00 PM MST

5:00 PM PST

Click here to join the class

Tuesday ExamFX Health Class

11:00 AM & 6:00 PM EST

10:00 AM & 5:00 PM CST

9:00 AM & 4:00 PM MST

8:00 AM & 3:00 PM PST

Check your Student Portal to join the class

Tuesday Team Class

6:00 PM EST

5:00 PM CST

4:00 PM MST

3:00 PM PST

Click here to join the class

Saturday Team Class

3:00 PM EST

2:00 PM CST

1:00 PM MST

12:00 PM PST

Click here to join the class

Make sure you completed your State Requirements

• Click here to review your State Requirements.

Sign your Agent Agreement

• Sign the WFG Agent Agreement upon issue of license in your WFG Launch/Direct Platform.

AML & LTC Continuing Education Courses

• Complete your AML and LTC Continuing Education Courses.
  
• Main Support Line: 800-824-8742
  
• Main Emails: contactus@kaplan.com and kfeducation@kaplan.com
  
• Click here to view the brochure.

Sign Up for the Platform Fee

• Because of WFG’s scale and expertise, we are able to offer our licensed agents a full suite of premier technology at a relatively low monthly cost. The Platform Fee is $15 per month for life licensed-only agents and is required to be paid. You can sign up for recurring payments via Payment Central on MyWFG.

Steps

1. Go to www.mywfg.com
   
2. Click on the Menu tab.
3. Click on the Administration tab.
4. Click on the Payment Central tab.
5. Select Platform Fee and Sign Up.
6. Click here to download the brochure.
   

Sign Up for the E&O Insurance

• E&O insurance coverage is required by WFGIA as well as our providers, and you must have it in place when you become appointed with a provider.* Marsh is WFGIA’s broker for this coverage, and you can sign up for coverage via the Marsh Agent E&O Insurance Portal. Premiums begin at $130 quarterly/$520 annually, but will vary based on your license type. Should you have questions about the registration process, you can contact the Marsh Account Management Team at 1.800.380.0451 or via email at EandOServices@marsh.com.

Steps

1. Go to https://affinity.marsh.com/wfg-tfa/home.html
   
2. Click on the ENROLL tab.
   
3. Enter your WFG Agent ID.
   
4. Enter your email registered with WFG.
   
5. Verify information.
   
6. Review quote.
   
7. Check out.
   
8. Download the Step-by-step Setup brochure here.
   
9. Download The Benefits of Coverage brochure.
   

Set Up your Direct Deposit

• Get your commissions quickly and conveniently paid by completing and submitting the Direct Deposit Authorization Form available on MyWFG’s Back Office Support System (BOSS).

Steps

1. Go to www.mywfg.com
   
2. Click on the Menu tab.
   
3. Click on the Administration tab.
   
4. Select BOSS Electronic Forms.
   

Complete your Business Plan

A written business plan is critical in this business because:

• It clarifies your priorities to achieve your goals.
  
• Gives you a benchmark you can use to measure your progress and make course corrections.
  
• Gives you a means to create accountability.
  

Your business plan must be written, realistic, short, and clear. It is important that you review it each week as a means to hold yourself accountable for results.

Schedule your 1st Grand Opening

Contact your Upline to help you establish the following:

• Grand Opening Date.
  
• Grand Opening venue.
  
• Create the list.
  
• Invite a Guest speaker.
  
• Create the Grand Opening invitation.
  
• Invite and confirm guests.
  
• FOLLOW UP with all guests who attended and did not!
  

Enroll in Eagle Academy

• Enron in Eagle Academy and become a Certified Field Trainer
  

Your Support Team

Oggi Ruiz

Senior Broker

(305) 804-6627

wfgoggi@gmail.com

Antonio Facio

COO

(305) 432-1563

wfgbackoffice@gmail.com

Miriam Gayoso

Marketing Director

(786) 304-5442

MiriamGayosoWFG@gmail.com

David Pikop

Marketing Director

(941) 875-8755

davidpikop.wfg@gmail.com

Lisa Gonzalez

Certified Field Trainer

(305) 610-4242

wfglisago@gmail.com

Liezette Abel-Ruffin

Certified Field Trainer

(954) 629-1698

liezettewfg@gmail.com

Sophia Van Sickle

Certified Field Trainer

(952) 283-9964

sophiamb.wfg@gmail.com

Carolina Espinel

Partner Support Director

paramountldwfg@gmail.com