You're Always Connected
The world moves quickly and your business needs to keep pace.
WFG provides agents with state-of-the-art technology and marketing tools that let you submit new business, track sales and income, conveniently communicate with clients, and maximize team performance with speed and precision.
Monitor Your Business
The WFG Engage platform lets you easily view all your prospects, clients, and team members from any mobile device so that the critical information you need to run your business is always within reach.
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.
Your Personal Website
WFG agent websites give you an online presence with modernized Search Engine Optimization (SEO) so clients and prospects can easily discover your services. To set yourself apart, you may personalize the site with an extensive collection of customization options.
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 with WFG’s Campaign Manager. Access 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.
Build Your Business with Us
Ready to own your future? Leveraging our business model, you can build your own financial services business as you help individuals and families in your community protect their financial future.