My WFG Training Course – VBfast Career

About Course

Join our Sales Desk to learn how to get started as a newly licensed agent with World Financial Group.

The new agent training videos below cover various topics ranging from the appointment process to finding help and support.

Course Content

Docupace Training
This learning path includes a webinar Q&A recording, and various how-to video training courses.

Opening New Account (Paper Application)
07:27
Docupace – Responding to Additional Information Needed Request
05:56
Docupace – CAI Update
04:48
Docupace – Additional Contributions
04:32
Docupace – Rep and Dealer Changes
03:30
Docupace – Liquidations
03:53
Docupace – Hold Recommendation
04:01
Docupace – Storage for Hard Copy Correspondence
02:54
Docupace – Filing Hard Copy Correspondence Process
02:46
Docupace Quiz

RightBRIDGE Training
This learning path provides an overview and includes videos demonstrating how to use the RightBRIDGE tools. It includes information on the Product Profiler, Annuity Wizard, Rollover Wizard, Disclosing an Exchange and Alternate Roll-Up Rates.

Product Provider

New Agent Hub

TRAIN THE LICENSED AGENT

ENGAGE CRM PLATFORM

MARKETING AND TECHNOLOGY

AGENT COMPENSATIONS

BASIC AGENT TRAINING

ADVANCED AGENT TRAINING

Student Ratings & Reviews

5.0

Total 1 Rating

1 Rating

0 Rating

Donabel

2 years ago

awesome!

About Course

Course Content

Docupace Training This learning path includes a webinar Q&A recording, and various how-to video training courses.

Opening New Account (Paper Application)

Docupace – Responding to Additional Information Needed Request

Docupace – CAI Update

Docupace – Additional Contributions

Docupace – Rep and Dealer Changes

Docupace – Liquidations

Docupace – Hold Recommendation

Docupace – Storage for Hard Copy Correspondence

Docupace – Filing Hard Copy Correspondence Process

Docupace Quiz

RightBRIDGE Training This learning path provides an overview and includes videos demonstrating how to use the RightBRIDGE tools. It includes information on the Product Profiler, Annuity Wizard, Rollover Wizard, Disclosing an Exchange and Alternate Roll-Up Rates.

Introduction to the RightBRIDGE Product Profiler

RightBRIDGE Annuity Wizard

RightBRIDGE Rollover Wizard Tutorial

TFA RightBRIDGE: Annuity Wizard Report Disclosing an Exchange

TFA RightBRIDGE: Best Practices for the Annuity Wizard (Alternate Roll-Up Rates)

RightBRIDGE: Validating a GMAB Rider

RightBRIDGE: Exchange Report Revisited

TFA Supervision Bulletin: Changes to Rollover Requirements Part II

RightBRIDGE: IRA-to-IRA-Rollovers

Rightbridge Training Quiz

Product Provider

TRANSAMERICA PRODUCT & ILLUSTRATION TRAINING

NATIONWIDE PRODUCT & ILLUSTRATION TRAINING

Product Provider Quiz

New Agent Hub

NEW AGENT ADVANCED

New Agent Hub Quiz

TRAIN THE LICENSED AGENT

Draft Lesson

TRAINED THE LICENSED AGENT

TRAIN THE LICENSED AGENT Quiz

ENGAGE CRM PLATFORM

ENGAGE CRM PLATFORM

MARKETING AND TECHNOLOGY

WFG & MISSION TEAM TECHNOLOGY

CAMPAIGN MANAGER

Marketing and Technology Quiz

AGENT COMPENSATIONS

Agent Compensations

AGENT COMPENSATIONS Quiz

BASIC AGENT TRAINING

NEW AGENT HUB – PART 1

E&O INSURANCE & PLATFORM FEE

APPOINTMENT PROCESS

ADVANCED AGENT TRAINING

NEW AGENT HUB – PART 2

PRODUCTS YOU CAN OFFER

Student Ratings & Reviews

Docupace Training
This learning path includes a webinar Q&A recording, and various how-to video training courses.

RightBRIDGE Training
This learning path provides an overview and includes videos demonstrating how to use the RightBRIDGE tools. It includes information on the Product Profiler, Annuity Wizard, Rollover Wizard, Disclosing an Exchange and Alternate Roll-Up Rates.