LICENSING/CONTRACTING

Welcome to Contracting, your starting point to becoming a WFLife Business Associate. We provide the necessary forms and the efficient manpower to help process your carrier contracts.

Getting Started

Licensed Agents:
You will need a copy of your current license, your E&O and a voided check, if you wish to do EFT (Electronic Funds Transfer* please note that some companies consider EFT as a mandatory requirement).

Unlicensed Agents:
New to the world of life insurance? Simply click on and download our easy-to-follow and detailed instructions on obtaining your license and becoming a WFLife insurance agent.

CONTRACTS

Choose the appropriate form and fill it out completely. Incomplete forms will not be processed, and our Contracting Specialist will contact you regarding completion. After filling out the form, fax the contract, your current license and your E&O to 858.755.3544. You can also send it via email to: Info@WFLife.com

Note: Some Carriers REQUIRE New Business submitted along with the contracts. DO NOT submit your contract application if you do NOT have new business attached.

Life Insurance Carriers:

Annuity Carriers:

Single Premium Funeral Expense Trust:

Disability Income Carriers:

Long Term Care Carriers:


For any other questions and/or inquiries, please contact:

Paola Gaeta Paola Gaeta
Office Associate/
Broker Support Specialist
tel: 888.769.8376 x101
fax: 858.755.3544
Paola@WFLife.com

Maria Mendez Maria Mendez
Office Associate /
Broker Support Specialist
tel: 888.769.8376 x105
fax: 888.755.3544
Maria@WFLife.com

USEFUL CONTRACTING LINKS

All business associates are required to undergo AML (Anti-Money Laundering) training. If you have not completed your AML training, you may log on to LIMRA.

Should you need to update/renew your E&O, you can either use your own methods, or opt to use the company which WFLife uses, Calsurance.

Follow the simple instructions below to obtain your E&O:

  1. Log onto Calsurance.com
  2. Enter User ID: Aviva
  3. Enter Password: avivlife
  4. Click "E&O Online Enrollment" link under the "2009" column
  5. Follow instructions for Enrollment
  6. Print Copy of policy page
  7. Fax or Email Policy page with Appointment Application

**If you are interested in obtaining your E & O through Assurity Life, call Wealth Financial Life for more information , ext. 101.