Scheduled Maintenance Notice

US Agents – Can submit new business directly through provider websites.

• Carrier links: Pacific Life, Nationwide, Crump, Transamerica Life Insurance Company, Transamerica
• Submission of all FIA and New York business will be unavailable across all carriers.

Canadian Agents – Can submit new business directly through carrier websites.

• Carrier Links: Equitable, Manulife, IA Canada, ivari
• Access to email through MyWFG will not be available.
• Applications such as Winfund, supporting WFGS (Mutual Funds) and WFGIAC (Segregated Funds), will not be available.

TFA Financial Professionals

• No New Business can be submitted and access to all TFA Business tools will be unavailable.
• No new U4 submissions or license additions.

All

• Commission payments will process as usual.
• Onboarding agreements are available below to support your recruiting efforts in the U.S. and Canada. The preferred method for submitting these forms remains the electronic process.
  • CAN Agent Agreement
  • CAN Agent Agreement (French)
  • U.S. Agent Agreement
  • Associate Acknowledgement Packet
  • Financial Academy Registration Form (California)