Licensing Program

WELCOME TO TEAM TRINITY ALL PART OF WORLD FINANCIAL GROUP
______________________________________________________________________________
Congratulations on making a decision to start the Licensing Program! We are here to guide you every
step of the way! We are a phone call away.
□ STEP 1: AMA ($125)
Become part of WFG by completing AMA and
□ Agent Code ________
□ STEP 2: LICENSING SCHOOL (+/-$35)
Start Licensing School with Exel Solutions
www.XcelSolutions.com
Make sure you complete course within 30 days otherwise you will have to pay again.
□ Certificate of Completion received on ___________(date)
□ STEP 3: PSI EXAMS $98
Register, Schedule for Test
https://candidate.psiexams.com/
□ Exam Score ________
□ Fingerprints completed
If not completed at the site….go to CA DOI, search fingerprint, print form
–ORI #: A0042 UTHORIZATION Applicant type: License Cert or Perm
Type of License: CA Dept. of Insurance
Agency: CA Dept. of Insurance, 320 Capitol Mail, Sacramento, CA 95814
Mail Code: 04605
□ STEP 4: Fingerprints (+/- $64)
Fingerprints are to be completed on the same day as your PSI exam
Most on site locations will have fingerprinting services available
If not completed at the site….go to CA DOI, search fingerprint, print form
□ STEP 5: DEPT. OF INSURANCE –request license with your state (+/- $188)
Apply to the DOI for license:
http://www.insurance.ca.gov/0200-industry/0020-apply-license/
Within one week you request your license search for your name:
https://cdicloud.insurance.ca.gov/cal/IndividualNameSearch
Once you receive your license, email it to: wfglicenseapps@transamerica.com and copy your Senior
Managing Director (SMD)
□ STEP 6: AGENT AGREEMENT ($40)
Go to your WFG account and follow the steps below:
Administration
Submit forms
Agent Agreement
Pay $40
□ STEP 7: ENROLL IN THE ERROR & OMISSIONS (Price varies by title +/-$135 quarterly, etc.)
https://affinity.marsh.com/wfg-tfa/home.html
Verify your application information
Review your quote summary
Select a payment option
Access Coverage confirmation
Documents –print or download your policy related documents.
□ STEP 8: COMPLETE AML COURSE (+/- $10)
WFG Direct account
Search Kaplan
Look for the Anti-Money Laundering course
Once you complete the course, follow these steps:
WFG Direct account
Administration
Submit Form
AML
Submit certificate
□ STEP 9: SET RECURRING PAYMENT
Login into your www.MyWFG.com account and follow these steps:
Administration
Payment Central
Set recurring payment
□ STEP 10: GET APPOINTED
Once all requirements are submitted:
License
Agreement Form
AML
E&O
WFG will automatically get you appointed.
□ STEP 11: DIRECT DEPOSIT
Go to www.MyWFG.com
Search
Direct Deposit
Bank account & routing # will be necessary
□ STEP 12: NET LICENSE AGENT $1000
Let’s make sure you go with CFT on field trainings to help you succeed