PROVIDER COMPANY APPOINTMENTS

PROCEDURES FOR CURRENTLY LICENSED ASSOCIATES

Once you have determined the company you wish to be appointed with:

• Check WFG Field Manual under the company name to determine all links/forms needed.

• See State Appointment Fees for required fees.

• Review state annuity requirements on each provider page.

• Paper appointment applications should be submitted to wfglicenseapps@transamerica.com, unless instructions state otherwise.

Insurance Company appointment requirements can be found at MyWFG.com > Menu > Licensing and Appointments > Appointments > Carrier Appointments

Choose "Life and Disability Insurance" to make appointments with our most recently popular provider companies

For CA Insurance Licensed associate, please click on "Non New York Life and Disability Carrier"

Most used Carriers for new member:

• Nationwide - YourLife IUL Accumulator

• Transamerica Premier Life Insurance Company (TPLIC) - FFIUL

• Transamerica Life Insurance Company (TLIC) - TrendSetter LB Term

• Pacific Life - PDX, Survivorship IUL

Above Carriers all accept electronic appointment on mywfg. The appointments will become active after 1-2 business days automatically.

Instruction for Appointment with Transamerica

We normally get appointed with 2 companies:

• Transamerica Premier Life Insurance Company (TPLIC) - For FFIUL

• Transamerica Life Insurance Company (TLIC) - For Term Insurance

You will be directed to Transamerica website. All personal info, like name, SSN and Residental/ Business address would be automatically fill in. Unless you have recently changed your residential/ business address, please don't manually update your info. Please follow the flow and choose "resident state" during the process. After review and e-sign the documents, submit your appointment application.

Instruction for Appointment with Nationwide

MyWFG.com > Menu > Licensing and Appointments > Appointments > Carrier Appointments > Life and Disability Insurance > Non New York Life and Disability > Select the Life and Disability Insurance carrier you want to be appointed with > Nationwide

Make sure to complete required training topics as instructed on the 1st page.

Then click "Next" to finish the rest steps.