MRS RESOURCES HUB

If you haven't been enrolled into your course, you can follow these instructions to enroll.

1. Go to Xcel Solutions
2. Select Resident State
3. Choose Get License
4. Choose Life and Health Insurance and Find Courses
5. Select desired study package, then Add to Cart
6. Continue to Checkout and Create Account
7. Click Proceed to Checkout
8. Complete Payment Information & Submit Your Order
9. Start Studying

Each state operates and has different requirements for testing, be sure to visit your state Insurance Department website for more details. 

1. Xcel Solutions provides this helpful page with information on your State specific requirements as well as the 10-day study guide: Click Here.
2. Schedule your exam: Go to the State specific requirement page and select your State. From here scroll down to find "Schedule the Exam". Look for a variation of: General Lines Life, Accident & Health.

In order to apply for license you'll need to find a local fingerprint service and complete prior to application process.

1. Find your State specific requirement Xcel Solutions State Requirements
2. Click on Your Resident State
3. Scroll down to Fingerprint Instructions
4. Click on Local Fingerprint Service Provider
5. Input Specified Code
6. Pay Local Fee for Service
7. Save your Receipt to upload with application
   

Allow 24 hours for your information to be updated in the system before you're able to apply for your license.

1. Visit NIPR (National Insurance Producer Registry)
2. Click on Individual
3. Select Social Security Number
4. Fill our Personal Information
5. Click Start
6. Click Producer Licensing
7. Click Initial, then Resident
8. Select your Resident State, then Next
9. Select Life Only (Select Accident & Health if you took your life and health exam too)
10. Click Next, Fill Out All Required Information
11. Answer Employment & Background Information
12. Click Next, then Pay Fee

Once your application gets processed allow to 2-3 weeks for an approval.

Upload license to WFG Launch and complete WFG Agreement
Go to WFG Launch select licensing: WFG Agent Agreement and complete steps to place your resident State life & health insurance license with WFG Insurance Agency (WFGIA) and pay the one time $40 appointment fee.

Complete the AML(required), Annuity & Long-Term Care Course (not required).
The AML course is designed to coach and train you to identify money laundering activities.

1. Create an accout at WFG Success CE
2. Click Course Catalog, then select your resident State
3. Select - Life, Annuity, AML, Long Term Care and Health Insurance CE Category
4. Select - AML, Annuity and Long Term Care initial courses for your resident State
5. Click Checkout (package is unlimited courses for $19.95 plus State fees
6. Then, View Cart and Continue to Finish Order
7. Click Review and Start Taking Courses
8. Click Begin Online Courses and Exams
9. Upon Completion, sign and check box for YES on each certificate

AML Certificate needs to be uploaded on mywfg.com website

1. Go to Menu > Administration BOSS Electronic Forms
2. Select AML Certificate
3. Click Other for Vendor Used for the AML Course
4. Enter the Date you completed your AML Course
5. Click Continue
6. Follow the DocuSign Prompts and attach your certificate

LTC(Long term Care) and Annuity certificates are submitted directly to product providers