My WFG
WFG Launch
WFG Launch 2

New York Office
90 - 02 Queens Blvd
Suite 2D
Elmhurst, Queens, NY 11373

https://www.worldfinancialgroup.com/

https://tfaconnects.com/ccchien

https://wfg.protectmorefamilies.com/ccchien

Home Office

Agent Services
Phone: (770) 246 - 9889

Phone: (877) 717 - 8858

Sales Desk
Phone: (770) 934 - 7355

Email:

Agent Services:
wfgagentservices@aegonusa.com

Licensing:
wfglicenseapps@transamerica.com

WFG ----- Boston Office
25 Rockdale Street
Braintree Hill Office Park

Suite 204 - A
Braintree, Ma 02184

Phone: (781) 848-9213

WFG ----- Flushing, NY Office
Jennifer Hsu

39 - 07 Prince Street
Suite 6A - 1
Flushing, NY

Phone: (718) 886 - 9488

WFG ----- Flushing, NY Office
Reston Wong

34 - 36 Union Street
Room 202
Flushing, NY

Phone: (718) 601 - 6985

Phone: (347) 601 - 6985    Wed, Sat

World Financial Group of Canada
1390 Prince of Wales Drive
Suite G2
Ottawa, ON K2C 3N

Phone: (613) 907-1226

World Financial Group
1658 Autumn Ridge Drive
Ottawa, ON K1C 6Y2

Phone: (613) 590 - 2206

Agence d’assurance Groupe Financier Mondial
du Canada Inc.
World Financial Group
57 Auriga Drive
Suite 204
Ottawa, ON K2E 8B2

Phone: (613) 274 - 3456

Getting Started New Agent Hub
Whether you’re a new WFGIA agent or
have a new team member.
The New Agent Hub Has access to
Home Office Contacts, The Training Center
and The Getting Started Checklist to walk
you through the steps necessary to
successfully launch your business.

The digital brochure gives details on how you can:

Kaplan
61 Broadway
7th Floor
New York, NY 10006

Between: Rector Street and Exchange Alley

Phone: (212) 509 - 2082
Ext:

Technical Support
Phone: (800) 824 - 8742

AMS Financial Solutions

AMA WFG

Reg ED

Pohs Institute

* New York Cyber Security Regulation

* Anti - Money Laundering Class

* Annual Compliance Certification
* WFG Insurance Guide

* Regulation 187

Dept of Financial Services
If you are unable to find the answer to a
financial services licensing question
on their website call them.

Monday through Friday
8:30 AM to 4:30 PM
Phone: (800) 342 - 3736

Local calls can be made to:
Phone: (212) 480 - 6400
Phone: (518) 474 - 6600

Dept of Financial Services
Application Information Search

NIPR:   National Insurance Producer Registry

NIPR is a unique public-private partnership
that supports the work of the states and the NAIC
in making the producer-licensing process more
cost-effective, streamlined and uniform for the
benefit of regulators, the insurance industry and
the consumers they protect and serve.

Contact them to get your
National Producer Number (NPN)

License Renewal

After successful completion of an online exam,
Report Credits to the
Dept of Financial Services website.

(Kaplan Does This For You Automaticly)

WFG License Renewal

E--Mail a PDF copy of your renewed license
to the WFG Licensing Department at

wfglicenseapps@transamerica.com

Kaplan
New York State Insurance
Continuing Education Requirements.

Agent Guide to Do’s and Don’ts

WFG agents are advised to adhere to
local, state and federal insurance rules and
regulations as well as those highlighted in
the WFGIA Agent Insurance Guide Do’s
and Don’ts section (page 26).
Please review them today as a quick refresher
on some general rules you should follow.

Agent Locator: Helping Clients Find Agents

The Agent Locator is a new service on WorldFinancialGroup.com that brings people
in your area who wish to learn more about WFG
and our products to their nearest CEO MD, or EMD
if no CEO MD is in the area, who will then manage
the lead. The “Locate an Agent” button allows for a
search by city, state, zip code or agent name.
Searches can be further filtered by language
(13 choices) and the financial services offered.

Trans America:
Electronic Application Signature Rules

In order to clarify the various electronic
signature methods, a helpful Checklist has
been developed. It outlines the electronic
signature rules for various products.
View the grid/checklist now, or access
through your agent portal. If you have
any questions, don't hesitate to contact
your sales desk.

Obtaining clients signatures on important
documents just got easier for you and your
clients. WFGIA’s required disclosure forms
for all NY insurance sales are now powered
by DocuSign’s secure electronic signature
application. This allows you to send your
clients these crucial documents and have
them e-sign them and provide them copies.

Now you have a faster, more convenient
way to process sales, especially when you
can’t meet clients in person.

More importantly, this new change lets you
provide a more convenient and seamless
sales experience for your clients.

To learn more about the New York sales
process with DocuSign and RightBRIDGE,
Please View This Training PDF.

With this integration you:

• No longer need to meet face-to-face, fax or
   use mail to have documents signed

• Save time, energy and paper since there is
   no longer the need to print, scan and upload
   documents

• Provide more security for your clients’
   information since there are no paper
   documents being sent

• Can track your documents through the
   signing process and receive notifications
   at every step

• Store these documents in your clients’
   files in Salesforce

Base Shop
Standards of Excellence
To review the full
guidelines and details
Go to Membership &
Coding Information
(SMD, EMD, CEO MD Only)
6 / 16 / 20

Todai Restaurant
Sushi & Seafood Buffet
In Miracle Mile Shops at
Planet Hollywood

3663 Las Vgas Blvd. S
# 580
Las Vegas, NV

Phone: (702) 892 - 0021