Steps to Follow:

1. Gather the information at this form: https://form.jotform.com/240254745466258
2. Get documents uploaded on this link: https://share.hsforms.com/1tiamfQcDTvq8mkOa7u2y9Aq3k35 
3. Fill out and download Investor Profile while filling the form. Equitable Investor Profile or  IA Investor Profile 
4. Additional Documents from Client: Government ID and Void Cheque.
5. Complete the Consent Form: Click to Download 
6. Fill out KYC: Click to Download KYC 
7. Fill out Trade Ticket: Click to Download Trade Ticket 
8. Send email of Information Folder to Client: Click to download IA Information Folder 
9. Make Adobe Sign with following documents:
   1. KYC
   2. Trade Ticket
   3. Investor Profile.
10. Send for Adobe Signature. Once signed, download individual files.
11. Fill out the application on the portal.
12. Send for Signature of Client.
13. Upload KYC and Trade Ticket if required.
14. Transfer to Company.
15. Once approved, send email to client showing steps about how to access their account.

Make sure to use updated versions of KYC and Trade Ticket from https://www.wfgdc.com/login website.

FOR REDEMPTION:

1. Fill out the latest version of Trade Ticket to redeem the funds: Click to Download Trade Ticket 

2. Get the Trade Ticket signed by Adobe sign: Click to open Adobe Sign

3. Login to WFG Dealer Connect and then click on UPLOAD in menu to upload the Trade Ticket: https://www.wfgdc.com/login 

1. Take Goals and Basic Info on Step 4 Sheet or Jotform. Make meeting notes: https://form.jotform.com/240078106298054
2. Get documents uploaded on this link: https://share.hsforms.com/1tiamfQcDTvq8mkOa7u2y9Aq3k35 
3. Prepare the solution according to Needs Analysis, and prepare illustrations (at least 2) of different products, (CI), and from different companies (Equitable, Forestors, IA, Ivari or Empire Life).
4. Explain the Financial Home and provide the solution, using this template: Click to Download 
5. Fill out the information in info-sheet or on Jotform: https://form.jotform.com/222995875922069
6. Complete the full information on FNA (WFG website or fillable pdf): Click to Download or access https://www.mywfg.com/ 
7. Fill out Consent Form: Click to Download 
8. Fill out the Agent Disclosure Letter: Click to Download 
9. Fill out the Reason Why Letter: Click to Download 
10. Fill out the Meeting notes: Click to Download 
11. Prepare a Adobe Sign Document with following, Click to open Adobe Sign :
    1. All prepared illustrations
    2. Consent Form
    3. FNA
    4. Agent Disclosure Letter
    5. Reason Why Letter
    6. Meeting Notes
    7. Life Insurance Replacement Declaration, if applicable.
    8.  

1. Send the Adobe Document for sign, and wait for it to be signed.
2. Download the individual signed files to your computer.
3. Fill out the application, and send it for signature.
4. After application is signed, transfer it to head office.
5. Regularly check for updates.
6. Once decision arrives, book appointment for Delivery.
7. Prepare following documents to deliver:
   1. Delivery Receipt: Click to Download 
   2. Two illustrations from different companies/products
   3. Agent Disclosure Letter
   4. Reason Why Letter
   5. FNA
   6. Meeting Notes
   7. Contract Summary
   8. Transaction of first premium
   9. Information about how to access the policy information.
8. Get signature at Delivery Receipt. Should contain policy#, client name, provider name, date of issue, and date of delivery, in person or via email.
9. Save all the documents and do annual or semi-annual follow-up.

Click here to download detailed Guide 

1. Take Goals and Basic Info on Step 4 Sheet or Jotform. Make meeting notes: https://form.jotform.com/240078106298054
2. Fill the application in front of Client at Assure&Go 
3. Documents required from Client:
   1. Last year tax statements, T4 etc.
   2. Occupation Details
4. Save all the documents and do annual or semi-annual follow-up.

Content coming soon.