Submit License & CE Courses

Step 5

Here are the steps to take to schedule your Life and Health License Exam: 
Step 1:
​Complete the FLASH application (directions are listed at the bottom of your exam results and in BSCPRO Licensing). There is a one-time fee for the FLASH application.
Step 2:
Check & print a copy of your license on CA dept. of Insurance website www.insurance.ca.gov  (it may take 3-6 weeks to be active), you will receive an email once your license is approved, but you should check every week.
Step 3:

You must complete the following Continuing Education Courses:

  • AML - Anti-Money Laundering for Insurance Professionals

  • California 8-Hour Long-Term Care Training Course

  • California 8-Hour Annuity Training Course

All courses mentioned above can be accessed by logging into your pre-licensing course account, look under "Courses". Under courses select Continuing Education, make sure you Print (or save as PDF) all certificates once courses are completed.
Step 4:

Once your license is approved by the State, print it or save as a PDF. You will then need to email the following to wfglicenseapps@transamerica.com:

  • A copy of your Life & Health License

  • Copies of your certificates of completion for your CE Courses

  • A Completed and Signed electronic Agent Agreement, you can find this e-document on www.wfgdirect.com.

***In can take up to 10 Business days for your license and background check to be approved by WFG***
Step 5:
Register for your WFG Log-in. Go to MyWFG.com and create a new password. Once you created your password, login to your WFG account. Browse, read & learn . Get acquainted with the website, the website will be your lineage to your business.
Step 6:
 Get Appointed with Carriers and Sign Up for Reoccurring E&O Payment. 
(see appointments/E&O Instruction Sheet)
***ALL PRICES FOR THE LICENSING EXAM, FINGERPRINTS, AND THE FLASH APPLICATION ARE SET BY THE STATE OF CALIFORNIA, AND CAN CHANGE AT ANY TIME WITHOUT NOTICE***
Step 6: Appointments/E&O/Direct Deposit

21300 Victory Blvd Suite #120

Woodland Hills, CA 91367