One&All Leadership Group
EMAIL CE CERTIFICATES
****You may only send certificates if you have been approved with WFG & have full access to the WFG website.
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EMAIL CERTIFICATES TO wfglicenseapps@transamerica.com
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**Sign all documents and make sure to include your CODE# on the subject line of email and the body.
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Follow format below..
Subject:
#19TRU: JULIE SMITH CERTIFICATES
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Message:
Please add the following certificates to my transcripts.
Thank you.
Julie Smith CODE # 19TRU
** Upload each certificate individually in one email. Do NOT continue to the next step until WFG has updated your transcripts in their system.
GETTING APPOINTED WITH OUR PLATINUM
PROVIDERS
Log in to your WFG website. (you should have full access by this time)
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Step 1: Click Menu on the top right corner of the page -> Licensing Appointments -> Appointments ->
Carrier Appointments
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STEP 2: Click “Fixed/ Index Annuities” –Non-NY Annuity Carriers & apply for the following:
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Allianz - Crump (P00418)
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Nationwide - Crump (P00471)
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Transamerica Life Ins – CRUMP (P00394)
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STEP 3: Go back to carrier appointments; click “Life & Disability Insurance” – Non-NY & apply for the following:
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Crump
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Everest - IA American (P00435)
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Nationwide (PM0100)
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Pacific Life (P00127)
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Transamerica Premier Life Insurance Company - TPLIC (P00002)
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Transamerica Life Insurance Company TLIC (P00401)
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STEP 4: Go back to carrier appointments; click “Long Term Care” & apply for the following:
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Transamerica LTC – Crump (P00475)
**Please check youre transcripts whether they have approved your application before turning in any client information/products with any of the providers.
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