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New Partner Room
Getting your business going!
New Partner Corporate Assistance
The Field Agent Support Team (FAST) is a team of sales-focused individuals at WFGIA whose primary focus is to help newly licensed WFGIA agents become successful. FAST consultants are available to all new life licensed agents for the first 12 months after their license has been placed with WFGIA.
How to get here inside mywfg.com:
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Sign in to www.mywfg.com
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Click on the Menu Tab.
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Select Administration.
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Select FAST.
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Contact U.S. FAST Consultants:
Availability: from 9 a.m. to 7 p.m. EST
Phone: 770.246.9889 (Follow Prompts)
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Contact Canadian FAST Consultants:
Availability: from 9 a.m. to 6 p.m. EST
Phone: 416.225.2121 (Follow Prompts)
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FAST consultants will have multiple contacts with new agents to complete a checklist that includes:
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Becoming Payable: Making sure all required fees are paid and all required training is complete
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Getting to Know WFG: Training on appointment processes, commissions, advancements, sales, and recruiting
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Platform Overview: High-level introduction to all the tools and resources available to agents on MyWFG.com. Agents will be referred to their Business Productivity Consultant for deeper one-on-one training.
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Where to Obtain Support After 12 Months:​
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Researching the Knowledge Articles in the Help section of www.mywfg.com
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Creating a Support Case through the Help section of www.mywfg.com
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Business Productivity Consultants (BPC)
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Conference calling the home office with their SMD at 770-246-9889 in the U.S. and 416-225-2121 in Canada.
How to get here inside mywfg.com:
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Sign in to www.mywfg.com
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Click on the Menu Tab.
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Select Recruiting & Selling.
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Select Sales Tools & Info
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Select BPC.
First Steps Tools
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Click on the links below to download the following tools:
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Licensing Process checklist.
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Licensing Process using Xcel website.
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Licensing Process using ExamFX website.
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Onboarding checklist.
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Onboarding website.
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New Partner Initial Steps.
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Corporate Overview / Business Presentation Meeting (BPM) Box.
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Grand Opening Box.
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How to Apply for your License.​
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U.S. New Agent FAQ.
New Partner Initial Sessions
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Click on the links below to schedule your first required New Partner Sessions:
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Foundation Books
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​​Go for No! for Network Marketing by Richard Fenton
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Author's website: NA
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Money. Wealth. Life Insurance by Jake Thompson
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Author's website: www.wealthcity.com
The Retirement Miracle by Patrick Kelly
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Author's website: NA​
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The Psychology of Money by Morgan Housel
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Author's website: www.morganhousel.com
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The Power of One More by Ed Mylet
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Author's website: www.edmylett.com​
Think & Grow Rich by Napoleon Hill
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Author's website: NA​
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​New Partner Corporate Course
The "New WFG Agent" Course is a series of modules that cover the fundamentals of selling, and provide an overview of the technology and resources available to you. Topics covered in the modules include:
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My WFG Tour.​
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Products You can Offer & the Product Guide.
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Provider Appointment Process.
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Life Insurance Basics.
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How to Set Up your Direct Deposit.
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Errors & Omissions Insurance & the Platform Fee.
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Strategic Partners & CRUMP
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Purchase WFG & Transamerica Marketing Materials.
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Commission Schedules.
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Commission Statements.
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Calculate Commissions & Points.
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Training Center.
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Help & Support.
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Best Interes Standards.
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WFG Direct (for California Agents Only).
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Resource & Contact Information.
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The modules can be completed in one sitting or in multiple sessions, depending on your schedule. You can access this training course through the Training Center.
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How to get here:
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Go to www.mywfg.com
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Click on the New Agent Hub tab.
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Select Training Center: Getting started as a WFG Agent.
Corporate Guidelines & Social Media Channels
WFG
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Transamerica
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Click here to view Transamerica's Social Media University Main Page.
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Click here to view Transamerica's Socia Media University Fundamentals.
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Click here to view Transamerica's Socia Media University Field Guide to Social Media.
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