Professional Development
Provider Training and Materials
WFG has a list of many providers to choose from. The list below represents a list of WFG's Preferred Providers. We tend to use these most often.
Phone: 800-322-3796 opt. 2
Guide To Doing Business with Transamerica
Get Appointed! Please log in to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then Transamerica Life Insurance Company - TLIC(P00401)
Transware Illustration Software
Provider Training - www.transamerica.com
Phone: 800-322-3796 opt. 1
Get Appointed! Please log in to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then Transamerica Premier Life Insurance Company - TLIC(P00002).
Transware Illustration Software
Provider Training - www.transamerica.com
Phone: 855-455-4139
Business Practices and Compliance Guide
Get Appointed! Please log in to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then Nationwide(PM0100).
CLICK HERE for additional training instructions on how to get appointed with Nationwide!
Phone: 888-595-8298
Get Appointed! Please log on to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then Pacific Life (P00127).
CLICK HERE to register for the Lifeline Agent Portal
Intro to Navigator Life Illustration Software
Deep Dive into Navigator Life Illustration Software
Phone: 800-913-8318
Get Appointed! Please log in to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then Everest - IA American (P00435).
CRUMP
Get Appointed! Please log in to mywfg.com>MENU>Licensing & Appointments>Appointments>Carrier Appointments. Please choose Life and Disability Insurance for the Product Type, then choose Non-New York Life and Disability Carriers, then CRUMP.
Required Reading List
The Retirement Miracle – Patrick Kelly - CLICK to download PDF
The Power of Zero – David McKnight
Look Before You L.I.R.P. – David McKnight
Money. Wealth. Life Insurance. – Jake Thompso
Enter your case into BSC Pro
Whether you have a potential opportunity or a case that you have submitted for underwriting, you need to enter it into BSC Pro.
BSC Pro is a multi-function web based tool Team Fusion uses to track and manage the cases that are written and submitted by our licensed agents. We also use it to track new associate progress and points generated by our team submitting business.
Please click here to watch the video on how to add your business to BSC Pro via your mobile device.
Please click here to watch the video on how to add your business to BSC Pro via computer desktop.**
**Although you can create a free account on BSC Pro, adding business via computer desktop requires a paid $7.99 monthly subscription.
Using Salesforce
Salesforce is a web based Client Relationship Management (CRM) system that has been customized for individual use on our WFG platform. This tool is best used via computer desktop and can only be accessed via mywfg.com on the business tab.
Be sure to watch the Salesforce Wealth Management Introduction video before getting started!
Please use the following steps to enter client information and submit applications.
1. Create a client account. Learn how to add client information into an account and create linked household accounts. CLICK HERE for video tutorial.
2. Create a client opportunity. Review how to use Opportunities in Wealth Management to track sales and recruiting activity. This video also covers how to create notes, send emails, and add client recommendations directly within Salesforce. CLICK HERE to watch the video.
3. Create a follow up task. Learn when and how to create leads, track events, and assign tasks in Salesforce Wealth Management. CLICK HERE to watch the video.