WFG Team Training Links
Our WFG Team Blog:
Debt Relief Referral Program:
1) No licenses required. Get paid referral fees. Help clients get out of debt.
2) Just submit you client referral online. Include your Name and WFG code #. Make a copy of the referral.
1) No licenses required. Get paid referral fees. Help clients get out of debt.
2) Just submit you client referral online. Include your Name and WFG code #. Make a copy of the referral.
3) Have them send last months credit statement on there own.
- www.WFG.DebtMerica.com
- www.WFG.DebtMerica.com
Insurance License & Course (NY State)
LAH - Life, Accident & Health
Pohs Manhattan
80 Maiden Lane 9th floor
New York, NY 10038
Phone: 212-643-9554 Fax: 212-643-9559
http://www.pohsinstitute.com/ShowClass.aspx?id=7824&state=NY
LAH - Life, Accident & Health
Pohs Manhattan
80 Maiden Lane 9th floor
New York, NY 10038
Phone: 212-643-9554 Fax: 212-643-9559
http://www.pohsinstitute.com/ShowClass.aspx?id=7824&state=NY
Securities License for Asset Management (WFG/IAI)
1) File U10 form with FINRA (print out completed form 2 copies)
- U10 Online: https://forms.nasd.com/selfreg/loadform.aspx?FormQuery=U10
- U10 Manual (money order): http://www.finra.org/web/groups/reg_systems/documents/regulatory_systems/p005232.pdf
2) Set your Series 65 exam window
- Use Prometric www.prometric.com to schedule exam date
- Use WFG/Kaplan Financial study course or download team study materials. http://mlgcap.docuvation.com
- Pass the exam. Make a copy of your stamped exam certificate (with passing score)
3) File U4 with WFG/IAI. www.wfg-online.com
- Select Selling & Building tab. Then select IAR Program.
- Select IAI Registration link at the bottom of the page.
- E-mail iai@aegonusa.com and request a registration package and an electronic U-4 authorization number.
- Complete the U4 for IAI (online form, credit card payment)
- Print out the u4 (2 copies). Submit to WFG/IAI local branch office for approval.
1) File U10 form with FINRA (print out completed form 2 copies)
- U10 Online: https://forms.nasd.com/selfreg/loadform.aspx?FormQuery=U10
- U10 Manual (money order): http://www.finra.org/web/groups/reg_systems/documents/regulatory_systems/p005232.pdf
2) Set your Series 65 exam window
- Use Prometric www.prometric.com to schedule exam date
- Use WFG/Kaplan Financial study course or download team study materials. http://mlgcap.docuvation.com
- Pass the exam. Make a copy of your stamped exam certificate (with passing score)
3) File U4 with WFG/IAI. www.wfg-online.com
- Select Selling & Building tab. Then select IAR Program.
- Select IAI Registration link at the bottom of the page.
- E-mail iai@aegonusa.com and request a registration package and an electronic U-4 authorization number.
- Complete the U4 for IAI (online form, credit card payment)
- Print out the u4 (2 copies). Submit to WFG/IAI local branch office for approval.
E-Document Repository
1) Go to this web site to view team documents (Flyers, Selected Presentations, Licensing Prep).
- http://www.mlgcap.com/login.htm
- http://mlgcap.docuvation.com
- Login: (TBD)
1) Go to this web site to view team documents (Flyers, Selected Presentations, Licensing Prep).
- http://www.mlgcap.com/login.htm
- http://mlgcap.docuvation.com
- Login: (TBD)
- Psswd: (TBD)
- Contact Victor Smith to get access
No comments:
Post a Comment