New Associate Basics
Helping you build your business!
Corporate Assistance
FAST consultants are available to all new life licensed agents for the first six months after their license has been placed with WFGIA.
How to get here:
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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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Newly licensed agents may contact a FAST consultant Monday-Friday from 9:00 a.m. – 6:00 p.m. (ET) by calling 770-246-9889, and then following the prompt(s) to connect to FAST.
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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 6 Months
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Once an agent's six months of eligibility expires, they can find support by:
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Contacting their upline
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Researching the Knowledge Articles in the Help section of MyWFG, which have answers to many common questions
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Creating a Support Case through the Help section of MyWFG
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Contacting the BPCs for help with the WFG Technology Platform - www.mywfg.com/bpc
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Conference calling the home office with their SMD at 770-246-9889.
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​New Agent Course
The New 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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E&O Insurance and the Platform Fee
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Appointment Process
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How to Purchase Marketing Materials
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The WFG Product Guide - Commissions
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Training Center
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Help & Support
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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
New Associate Guides
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Click on the links below to view the following tools:
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New Agent Quick Links
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U.S. Fees Guide.
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Platform Fee Brochure.
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Compensation Guide.
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Advertising Guidelines.
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Brand Guidelines.
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3-3-30 Strategy Brochure.
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Appointment Process.
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E&O plus Platform Fees.
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Find and Read Commission Statements.
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Help Support.
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MyWFG Walk-Through.
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Points Commissions Calculations.
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Product Guide.
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Purchase WFG Transamerica Marketing Materials.
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Read Commission Schedules.
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Resources.
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Submitting Business in New York.
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WFG Direct (for California residents).
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Understanding Commissions video.
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Understanding Points video.
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Advancements video.