What To Expect
As An Agent
WHAT DOES IT TAKE TO BE A SUCCESSFUL AGENT
A college degree or a background in finance is not required to become a licensed agent with WFG, but it does take:
Become a
World Financial Group Agent
Canada Fees
United States Fees
Initial Fee to Associate
$130 + applicable taxes
Initial Fee to Associate
$100
Pre-Licensing Education Fee ¹
$169 + applicable taxes
Pre-Licensing Education Fee ¹
$20 – $250 (Costs range based on provider)
Exam Fee ²
$100 (approximate cost – varies by province)
Exam Fee ²
$100 (approximate cost – varies by state)
E&O Costs for Life Licensed Agents ³
$420 Annually
E&O Costs for Life Licensed Agents ³
$520 Annually
Platform Fee for Licensed Agents ⁴
$25 Monthly
Platform Fee for Licensed Agents ⁴
$25 Monthly
- Becoming licensed also requires this additional cost, which is paid to the education providers, not WFG. In the United States, we have agreements with several education providers who will charge from $20 – $250 dollars for education depending on the type of course. Exam fees are approximately $100, but can vary by state.
- The HLLQP Pre-Licensing Bundle, available through the contracted pre-licensing provider, costs $169 plus applicable taxes. This bundle, which includes the Canadian Ethics Course for Life Insurance Agents and Anti-Money Laundering in the Financial Industry, provides all the necessary study materials to write the provincial exam(s) and become licensed with WFG. Exam fees are approximately $100, but can vary by province.
- All life licensed agents, no matter what insurance agency they are affiliated with, have a regulatory requirement to hold Errors & Omissions insurance. The premiums can be paid quarterly or annually, and are not refundable. In the United States, New York resident agents must obtain and maintain their own E&O insurance.
- The Platform Fee is for access to our suite of technology tools that can help you run your business more efficiently and effectively. The initial charge is $25 per month. This fee increases for individuals who also possess a securities license, as does the amount of tools offered.
You Are
Never Alone
Support When You Need It !
- You are never alone, WFG believes in Mentorship, and sharing experience from experienced agent to guide you
- It is easy to replicate success stories when you follow the proven path for success.
- Sustainable growth is only possible by helping others. We live by that moto.
- No question is small for us. Whether you need help with your first help to a family to growing business across borders of Canda and USA.
Average Earning
of our Agents
The WFG compensation offered by our business platform are unlike anything else offered in the financial industry. The following are the average and highest earnings for a rolling 12-month period through December 31, 2019 for North American agents who held life, securities, and/or investment advisory licenses.
- Level 1(0-3 years) - $65,050 *
- Level 1(4-7 years) - $284,033 *
- Level 1(8-10 years) - $502,278 *
*Data based on the facts shared at World Financial Group site. We have local team members with much higher numbers.
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your Coach?
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Learn How To Build Your Business With Me
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.