CALIFORNIA

LICENSING

Instruction Manual
WFG MONROVIA
800 Royal Oaks Dr. Suite 103 Phone: (626) 524-5236
Monrovia, CA 91016 Email: wfg.td@icloud.com

1
2

How to Create a WFG Login Account

Congratulations ! Now that you’re coded with WFG. Let’s get you started on
creating your WFG login account:

Go to: www.mywfg.com

Step 1: “Click on “Create Password”

Step 2: Complete Information

- Associate ID: Your Code #
- Date of Birth
- SSN ( no dashes)
-
Step 3: Associate Q& A
- To keep account secure, please fill out a question & answer that you can
remember

Step 4: Set Password

Step 5 : You may now LOGIN to WFG!

(Feel free to browse around & get familiar with the website)

www.td-capital.net
3

1. GO TO:
WWW. XCELTESTING.COM

2. SELECT: ENROLL NOW

3. SELECT:
INSURANCE PRE-LICENSING

4. SELECT STATE:
(YOUR STATE) INSURANCE

5. SELECT A COURSE BUNDLE

• LIFE & HEALTH OR
• LIFE ONLY OR
• HEALTH & ACCIDENT

6. SELECT:
Proceed to Cart

7. APPLY CODE:
*ASK FOR DISCOUNT CODE

8. CONFIRM DISCOUNT:
-$179.05

9. FINAL PRICE:
$19.95
COMPLETE REGISTRATION

HOW TO LOGIN

www.td-capital.net
4

Once you have created an account:

STEP 1: Input your username and password

STEP 2: CLICK “ My Courses”
STEP 3: CLICK
STEP 4: CLICK
STEP 5: CLICK
You now have access to all the Chapters and Study Guide to help you pass your exam!

*** IMPORTANT NOTE

Acknowledgement of Terms and Conditions of Pre-licensing Course Completion

The state of California requires applicants to complete 20 hours of pre-licensing education
for each major line of authority, plus 12 hours of Ethics and California Insurance Code
education. Applicants seeking to become licensed in life, health, and accident must complete
52 hours of pre-licensing education. XCEL Testing Solutions will be tracking your time in the
course. You will not be issued a Certificate of Completion until the minimum hour
requirements have been met.

PPRACTICING FOR YOUR EXAM

www.td-capital.net
5

• You can retake the State exam simulator as many times as you’d like. I would suggest finishing
an exam every other day, scoring at least 80% or more. Finishing 3 and consecutively getting
80% + scores means you are ready for the State Exam****
• Another tip is making sure you read the explanation to each question. A lot of times different
questions will be repeated about the same topic. Understanding key words will also help.
• PRACTICE MAKES A PERFECT SCORE
• (Although you only need 60% passing grade) GOODLUCK!!
•

HOW TO SCHEDULE YOUR EXAM

Go to www.psiexams.com
STEP 1: CLICK “Create an account”
STEP 2: CREATE A USERNAME & PASSWORD
- Input your information and create a username and password

STEP 3: LOG INREATE A USERNAME & PASSWOSTEP 3: LOG IN

- After creating your LOGIN, it will direct you to the home page, under my tasks, Click “Register for a test”
a.) Select Organization “Government/ State Licensing Agencies”
b.) JURISDICTION: “California”
c.) ACCOUNT: “CA Department of Insurance”
d.) CLASSIFICATION: “CA PSI SITE- Life, Accident and Health Agent Examination (Life Agent)
e.) Exam Fee is $83, -- Click “register”

STEP 4: PERSONAL INFORMATION PERSONAL INFORMATION

- Plug in your personal information
- Under School/ Provider Click “99999/Other or NONE”
- Check “Yes” to get fingerprints done on site
- Click “Continue” when finished

STEP 5: PAYMENT/FEEYMENT/ FEE

- Plug in Card Information

STEP 6: SCHEDULE DATE/TIMEEP 6: SCHEDULE DATE/ TIME

- Go Back to Home Page, & under tasks Click “Schedule for a Test”
a.) Under Registered Records “CA PSI SITE- Life, Accident and Health Agent Examination Click “Schedule for
a Test”
b.) SELECT TEST CENTER: Put your zip code & Click “Search”
c.) Click the Test Center site that is most convenient to you.
d.) Select your preferred Test Date & Time.

STEP 7: CONFIRMATIONNFIRMATION
- You are good to go! Please print this confirmation page for your records.

WHAT TO DO AFTER YOU PASSED YOUR EXAM

Congratulations, you just passed your Exam!

www.td-capital.net
6

Make sure you’ve completed your 52hour course, print your certificate and fax a copy to the California
Department of Licensing. Their fax number is (916) 327-6907. Please cross out your Social Security
Number so that it cannot be read. THIS IS VERY IMPORTANT! Keep a copy for your own records.

Now that you’ve passed your exam, Let’s get you started with your Flash Application ----

FLASH APPICATION INSTRUCTIONS

STEP 1: Go to www.insurance.ca.gov
- Top right corner Search bar, Search “flash application”
- Click on the first link you see says “FLASH APPLICATION”
- Click the link that says “Fast Licensing Application Service is Here (FLASH) “

STEP 2: Click “Start New Application”. It should direct you to Fast Licensing Application Service
a. Enter your “California ID” located on the results page that you received after taking your State exam.
b. Answer “Yes” or “No” for the California Non- Residents moving to California.
c. Click “Next”

STEP 3: Fast Licensing Application Service

a. LICENSE
- License Type- Check “Life-Only Agent” and “Accident and Health”.
- Personal Information: Check if the information is correct, Input your email address and if you are a
citizen of the US.
- Click “Next”
b. ADDRESS
- Address Information: Input your address and phone number
- Business: You can input the address of the office you’re training in
- Mailing: Please add an address of your preference for mailing
- Click “Next”
c. WORK HISTORY
- Input work history for the past 5 years. For more instructions, read the ones on the page
- Click “Next”
d. LICENSE HISTORY
- If you hold an insurance license in any state, make sure to check “Yes” and input the data under “Enter
License History”. But if not, check “No”, and skip the “Enter License History”
- Click “Next”
e. FICTITIOUS NAME
- Fictitious Name: If planning on doing business in CA using a fictitious name click “Yes”. If not, click “No”
and proceed to Alias Name Info.
- Alias Name: If you have ever used a name other than the name entered in Step 3 of the registration
process; you must click “Yes” and enter in the information. If not, click “No”
- Click “Next”

f. LICENSING QUESTIONS

www.td-capital.net
7

- Additional Questions: Act as VARIABLE Agent --- “NO” FINRA License --- “NO”-FUNERAL ONLY ---“NO”-
Click “Yes” or “No” if you’re affiliated with a bank institution
- Pre-Licensing Questions: Finished Online Course? – “YES” (fill out completion date) or “NO”
- Click “Next”
g. BACKGROUND QUESTIONS
- Convicted of Felony? “Yes” or “No”
- Convicted of a felony involving dishonesty or a breach of trust? “Yes” or “No”. If “Yes” go to 2.b and
answer if you have consent from the CA Insurance Commissioner. If “No”, Skip to 3
- Convicted of a misdemeanor? “Yes” or “No”
- Convicted military offense? “Yes” or “No”
- Charged of a crime? “Yes” or “No”
- Involved in an administrative proceeding regarding any professional or occupational license? “Yes” or
“No”
- Your business involved in an administrative proceeding regarding any professional or occupational
license? “Yes” or “No”
- Demand been named or judgement rendered against you for any overdue monies by any insurer,
insured or producer, or have you ever been subject to bankruptcy proceeding?
- Notified by any jurisdiction of any delinquent tax obligation? If “Yes”, go to 9.b and type in the
jurisdiction(s). If “No”, Skip to 10
- Found liable in any lawsuit or arbitration proceeding involving allegations of fraud, misappropriation or
conversion of funds, misrepresentation or breach of fiduciary duty? “Yes” or “No”
- Click “Next”
h. SUMMARY
- Check that all sections are correct and Click “Next”
- Application Summary: Scroll to the bottom and click “I Agree” then, “Next”
i. PAYMENT STAGING AREA
- The fee for the (California License # takes 3 ½ weeks) is $170. Click “Leave to Internet Secure” at the
bottom.
j. CA DEPARTMENT OF INSURANCE
- Input Cardholder Information
- Click “Continue”
- Input Card Details

GREAT JOB!!! You have no applied for your License from the Department of Insurance!

CHECKING YOUR LICENSE NUMBER STATUS

STEP 1: Go to https://interactive.web.insurance.ca.gov/webuser/licw_name_search$.startup
STEP 2: Type in your name in the “License Name” box
STEP 3: Click “Submit Query”
STEP 4: It will direct you to Name Search Results. Look for your name and you will be able to see the status of
your licensing process and access your license number. If your name doesn’t appear, you may have searched
too soon as your test results and account haven’t been input into the CDI system yet.

CONTINUING EDUCATION REQUIREMENTS

www.td-capital.net
8

Go to www.worldfinancial.successce.com

STEP 1: CREATE AN ACCOUNT

- Create a Username and Password

STEP 2: PURCHASE TOTAL ACCESS CE

a. Once you’ve completed your registration, click on “View Course Catalog and Select Courses”
b. Click “California” as your State
c. Click “Life, Annuity, AML, Long Term Care and Health Insurance CE
d. Click blue tab that says “Get Unlimited Courses for $29.95
e. Click “Check Out”

STEP 3: PAYMENT
a. Make sure the summary total is only $29.95
b. Click “Continue to Finish Order”
c. Input Credit Card Information, then Click “Complete Order”

STEP 4: COURSE CERTIFICATION

Now that you have access to the courses, Complete the following:
a. Anti-Money Laundering (AML)
b. Annuity
c. Long Term Care (LTC)
You’re one step away from finishing the steps! Once you’ve finished the courses and have your certificates!

****EMAIL AML & ANNUITY CERTIFICATES TO wfglicenseapps@transamerica.com

**Sign the Annuity & LTC certificates and make sure to include your CODE# on the subject line of email and the
body. Example;
SUBJECT: 686QH NATHAN IRETON CERTIFICATES
Message:
Please add the following certificates to my transcripts.
Thank you.
Nathan Ireton CODE # 686QH

Electronic Upload for AML Certificate:

Go to MYWFG.COM → LOG IN (THE ACCOUNT YOU MADE) →Click “MENU” (top right) → Click “Administration”
→ Click “Boss Electronic Forms” → Click “AML Certification” → Input Security Question answer → Insert date of
completion and company → Complete upload and Sign.
You can now get appointed with our Platinum Providers!

GETTING APPOINTED WITH PRODUCT PROVIDERS

www.td-capital.net
9

Go to www.mywfg.com
LOG IN TO YOUR ACCOUNT

STEP 1: Go to drop down “Menu” on the top right corner

STEP 2: Click Licensing & Appointments -> Appointments -> Carrier Appointments
STEP 3: Click “Fixed/Annuities” –Non-NY Annuity Carriers & apply for the following:
• Nationwide Crump (P00471)
• Transamerica Life Ins- CRUMP (P00394)
• VOYA Insurance & Annuity Company – CRUMP (P00466)
STEP 4: Go back to carrier appointments; click “Life & Disability Insurance” – Non-NY & apply for the
following:
• Crump
• Nationwide
• Everest (P00435)
• Transamerica Life Insurance (P00401)
• Transamerica Premier Life Insurance Company
• Pacific Life (P00127)
STEP 5: Go back to carrier appointments; click “Long Term Care” & apply for the following:
• Transamerica Long Term Care – Crump (P00475)

**TIP: Fax Paper applications to WFG along with your certificates: License, AML, Long Term Care &
Annuity.

www.td-capital.net