PLATFORM FEE, E&O INSURANCE
1. Set Up Recurring Payment of Platform Fee
Platform fee is $25/month for Associate level.
➡️ log into mywfg.com
Go to Menu > Administration > Payment Central
Go to Platform fee section and click "Authorize and add to cart"
Go to Shopping Cart, click "Pay Now" (initial payment is $1)
Auto deduction of $25 a month will start from the 3rd month
2. Purchase E&O Insurance
Starting from 8/1/2020, all licensed associates need to sign up for Marsh E&O protection policy. It is $130/quarter or $520/year for Associate level.
➡️ Go to Marsh website https://affinity.marsh.com/wfg-tfa/home.html
Select "Enroll Now"
Enter your agent ID and email address (the one you used for mywfg.com)
Make sure your information is correct, click "Continue"
Review the amount of payment and coverage
Choose payment option: quarter/monthly
Check out using credit card
On "Congratulations" message, download "Certificate of Insurance"
Save the certificate as business expense proof, and make it ready when required by providers
How to obtain E&O Certificate
