Technology & Marketing for Agents
Grow your business and stay connected with clients by utilizing WFG’s suite of technology and marketing tools. When you join WFG by becoming a licensed agent, you’ll have access to state-of-the-art marketing tools that allow you to submit new businesses, track sales and income, communicate with clients, and maximize team performance. With the right tools at your fingertips, you’ll be able to streamline your workflow and build an online presence. Create a website and start your next success story today!
Monitor Your Business
Keep tabs on your business 24/7 using the WFG 365 app. Access real-time key performance indicators, track commission statements, and generate custom reports with ease—all from your mobile device. With WFG 365, you’ll have the insights you need to monitor and grow your business, right at your fingertips.
Keeping You Informed
MyWFG is the exclusive WFG agent site that provides a comprehensive gateway to your key business reports, company updates, regulatory guidance, and other critical information needed to stay on top of a constantly evolving industry. Our independent agents can make more informed and data-driven decisions by reviewing our company-wide insights.
Your Online Presence
WFG will help you create an independent agent page that you may personalize with an extensive collection of customization options. Your page will serve as a hub for clients and prospects to quickly discover your services and availability with our modernized Search Engine Optimization (SEO).
A Wealth of Marketing Resources
With a vast library of pre-approved, professionally designed emails and social media posts, engage with clients on a whole new level. You have access to polished resources and tools to launch and track a memorable marketing campaign for any occasion.
Your Professional Use of Social Media
We can help you maintain an engaging social media presence by providing infographics, images, and videos designed to engage followers, generate likes and comments, and build your online brand. Interact with your fellow insurance agents and potential clients from your social media account to continue growing as an independent financial professional.
Frequently Asked Questions
What will be included on my independent agent page?
When you become an independent agent, you’ll be able to create your own page to serve as a hub for promoting yourself and connecting with potential clients in your area. While you will have opportunities to personalize your page from multiple content options, every page has your name, contact information, availability, and a button that allows clients to schedule appointments, plus other elements.
What kinds of financial market tools are available to agents?
Our team at World Financial Group has a variety of pre-approved emails and social media posts that will allow you to promote yourself as an independent agent. These assets will make it easy to create your own marketing campaign and can be personalized with your contact information.
How does financial marketing help me work toward the success of my business?
Utilizing marketing technology and the insurance marketing materials that we provide may have a significant impact on each independent agent. Word-of-mouth marketing is great, but by creating an online presence, you’ll be able to make yourself known to even more potential clients and grow your business even faster.
How can I use my independent agent page to grow my brand with WFG?
When you become a WFG agent, you’ll be able to use your own online page for potential clients to learn about you and WFG. They have the option to view videos, download information and schedule appointments.
Build Your Business with Us
Ready to own your future? Leveraging our marketing technology, you can build your own financial services business as you help individuals and families in your community protect their financial future.