WFG Insurance Agent Training & Resources
One of the most advantageous benefits of building your business with WFG is the personal and professional development we offer. Even before you’re a licensed agent, you work with a trainer, an agent from your team, to learn what it takes to be successful. Our professional training is education focused; experienced entrepreneurs and business mentors are here to help you. Take advantage of WFG’s agent services to succeed.
Webinars, Videos and Online WFG Training
Empower your career with our comprehensive online insurance training. Designed for new and experienced agents, utilize resources covering everything from foundational knowledge to advanced strategies, equipping you with the tools to succeed as a licensed agent. Learn at your own pace to grow and expand your client base.
We also sponsor webinars throughout the year to keep you up-to-date on new technology, regulatory changes, and any other information you need. And our online Training Center offers an abundance of educational courses – that are informational and inspirational - to help you succeed in your business.
Start Building Your Business
With WFG!
Home Office Support
Our home office support system is designed to empower agents with the tools and resources they need to succeed – from anywhere. Whether through our agent intranet, field tech support team, newsletters, emails, brochures, or our home office staff, take advantage of our insurance agent services to get the answers and expertise you need.
Business Building
The Business Development Team (BDT) are home office professionals who are dedicated to your success. The team includes regional representatives who can meet in-person or virtually to help you with a variety of areas as you build your business. Areas of business they can help you with include, but aren’t limited to, onboarding new recruits, licensing, appointments, commission calculations, technology, products, and sales.
Sales and Marketing Materials
The home office provides you with the WFG training brochures and presentations you’ll need to help educate clients and individuals, those who wish to learn more about the solutions provided through WFG, as well as those wanting to know more about the WFG opportunity.
Your Support Team
You also have a fully-staffed Home Office team to help with back-end support, commissions, and other services you may need to ensure your business runs smoothly.
Weekly Newsletters to Keep You Informed
You’ll hear from the home office every week through the WFG Weekly bringing WFG news, information and updates to your inbox.
Frequently Asked Questions
Am I required to get my insurance license before working with WFG?
Yes. All independent insurance agents associated with World Financial Group must be licensed. It is also a province and state-mandated requirement. At WFG, we want to ensure clients get the support they need when working with one of our independent agents.
What online avenues of financial training are available with WFG?
In addition to training alongside other WFG agents, new and long-time WFG agents can access our online training library and view past webinars and videos. These training courses provide updated information on products, technology, tools, and techniques WFG’s agents use.
What is included in the WFG weekly newsletters?
The WFG Weekly is a digital newsletter circulated to all our independent agents every week. It features the latest news and updates that pertain to our agents’ businesses. WFG’s agents can use this newsletter for professional development and to become acquainted with WFG and our initiatives.
Who can I connect with when I have questions about World Financial Group?
In addition to the training required to keep their licenses, World Financial Group provides training for new and established agents as a part of continuing education. These courses help agents stay current on industry trends, regulations and best practices. WFG agents are also encouraged to collaborate with one another to gain new perspectives and help grow their networks.
What skills or traits make a successful life insurance agent?
To be a successful life insurance agent, it is helpful to have interpersonal skills and financial knowledge. One key trait is the ability to simplify complex information so that clients see life insurance, or the other products offered, as part of their long-term strategy. If you’re confident and self-motivated, WFG’s field agents and training programs help fill in the gaps.
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.