Set up Direct Deposit; *Direct Deposit is not required if you wish to receive a Hard Check. However, it takes a few days longer to get paid through payroll checks & they will charge you an extra $10. Call Agent Services to Verify your form was received (770)246-9889 You will need your Bank Routing and Account Number to complete this process.
Login to the WFG Website (click on link below) https://www.mywfg.com *Click on- MENU *Click on- Administration *Click on- Boss Electronic Forms *Click on- Direct Deposit Authorization Agreement Form
Set up your Errors & Omissions Insurance (E&O);State Requirement Login to the WFG Website (click on link below) https://www.mywfg.com *Click on- MENU *Click on- Administration *Click on- Errors & Omissions Payment *Click on- E&O Payment Authorize (Add to Cart) Submitting more than 2,000 points waives the $30 E&O fee; If you submit 6,000 points your E&O is waived for 3 months.
*If you choose to have your E&O deducted from your commissions, you will not be eligible for the waiver for 2,000 points & they charge an extra $10 ($40 total per month). It is better to have it deducted through your credit card or debit card. Verify that you are ready to submit business & GET PAID!!! Login to the WFG Website (click on link below) https://www.mywfg.com *Click on- MENU *Click on- Commissions & Reports *Click on- Run a Report *Click on- Licenses & Appointments *Click on- Generate Report
You should see your Life License Active, Anti Money Laundering Active, CA Annuity Course Active (if applicable)- All courses must show Active in order to get paid.
For Providers- you should see Transamerica Premier, Transamerica Life, Everest & Nationwide Active. You may only be paid on the providers that show active (It could take anywhere from a few days to 1 week to show in the computer, please check daily)
*It is important to know that if your team writes a piece of business with a provider that you are not appointed with, you will not receive a supervisor override. Make sure you ask your teammates which companies they are appointed with.
It is your responsibility to Call Agent services and confirm all the documents were received, they will walk you through the process if necessary; If the appointments are not showing, call Agent Services to make sure appointments and a copy of your licensed was received (or) if you have any other questions: Agent Services (770) 246-9889.
Congratulations you have completed the Licensing Process & are ready to earn an income & build your Financial Services Business!