Course curriculum

  • 1

    Getting started as a New Agent

    • The WFG Agent Agreement

    • The New Agent Hub and Checklist

    • New Agent Checklist (5/2025)

    • The Training Center
  • 2

    Getting Appointed

    • Appointment Basics

    • Getting Appointed with Platinum Providers

    • Surancebay or SureLC
  • 3

    Continuing Education (CEs), Required Training and License Renewals

    • Required Certifications & Required Training

    • Continuing Education (CE) & Renewing your license

    • Anti-Money Laundering

    • Long-Term Care

    • Annuity Training Requirements

    • Annuity Product-Specific Training

    • License Renewal Information

    • State Specific License Renewal Information
  • 4

    Crump

    • What is Crump?

    • Getting Appointed with Carriers through Crump

    • Crump Directory

    • Available Carriers through Crump
  • 5

    AMS

    • What is AMS?

    • How to get to AMS through MyWFG

    • Getting Appointed with Carriers through AMS

    • AMS Wholesaler Map

    • Annuity Product Training Resources

    • Annuity Product Specific Training

    • What is RightBRIDGE?
  • 6

    Life Product Knowledge Basics

    • Explore Transamerica Agent Home & Agent Central

    • Transamerica Product Info Introduction

    • Nationwide Quick Start Guide

    • Pacific Life WFG Training Center Site

    • Best Practices for increasing Product Knowledge
  • 7

    Home Office Support

    • Business Productivity Consultants (BPC)
  • 8

    Helpful Resources

    • New Agent Frequently Asked Questions

    • Life & Health License, Renewal and Affiliation Fees

    • How to Find all the Product Providers on MyWFG

    • WFG Directory

    • New Agent Resources from WFG Home Office

    • WFG Platform Fee Information

    • Onboarding & Recurring Fees