NEW AGENT LAUNCHPAD
Onboarding Roadmap
LAUNCH PROGRESS: 0%
1️⃣ REGISTRATION & SETUP
Register Business Partner
Follow these steps:
- Go to link below (wfglaunch).
- Select United States or Canada.
- Select the new recruit State.
- Select "YES" if already licensed, "NO" if not.
- Provide Info (SSN & DOB) and click Next.
- Read agreement, note the ($125) fee.
- Provide Name, Address, Phone, Email.
- Enter Verification Code sent to email.
- Enter Recruiter Code (Ask your inviter).
- Verify info, sign Docusign, click Next.
- Proceed with payment (Credit/Debit).
2️⃣ GET LICENSED
Sign Up for Course (Xcel)
- Go to xcelsolutions.com.
- Scroll to "Find The Right License Course".
- Select State, "Get License", "Life".
- Look for "Life Pre-Licensing" -> Add to Cart.
- Proceed to Checkout -> Select YES for partner code.
- Enter Code: ZAKWFG (83% Discount).
- Create Account. Fill student info.
- Proceed to checkout & Make Payment.
Schedule State Exam
- Go to xcelsolutions.com.
- Click "State Requirements".
- Select your state of residence.
- Scroll down to "Schedule the State Examination".
- Click the link and follow the process.
Apply for State License
- Go to xcelsolutions.com.
- Click "State Requirements".
- Select your state of residence.
- Scroll down to "Apply for your license".
- Click link and follow process (NIPR).
3️⃣ WFG ACTIVATION
Submit License to WFG
- Go to wfglaunch.com.
- If no account, click "Create Password".
- Enter WFG ID, DOB, Email -> "Verify Identity".
- Follow the instructions.
Enroll in E&O Insurance
- Log into your www.mywfg.com account.
- Go to "MENU" (Top Right).
- Select "Administration" -> "Fees & Payments".
- Select "Errors & Omissions (E&O) Insurance Info (US)".
- Click "Sign Up" -> "Enroll Now" -> "Get started".
- Enter agent info to verify details.
- Select Installment & make payment (Credit Card).
- Download and Save your E&O Certificate.
GET APPOINTED WITH PROVIDERS
- Log into mywfg.com -> Licensing & Appointments.
- Select "Appointments" -> "Carrier Appointments".
- Click "Life and Disability".
- Click "Non-New York Life and Disability".
- Apply in this order:
- Nationwide
- Pacific Life
- Everest - IA American
- CRUMP
- Symetra
Set Up Direct Deposit
- Log into mywfg.com -> Administration.
- Click "WFG Forms" -> "BOSS Electronics Forms".
- Select "Direct Deposit Auth Form - US".
- Click "Continue" and provide Bank Details.