SoCal Financial Education Center

Nationwide is a Fortune 100 financial services company with a history of caring for our customers and partners. To assist financial professionals as they help clients, we deliver clear, straightforward tools and resources. We prepare client-ready materials that simplify timely, complex issues such as tax-efficient planning, long-term care, Social Security, Medicare, capital markets and the latest legislative developments. Our resources help financial professionals save time so they can focus on solving client problems. Our support on retirement topics is complemented by transparent and flexible product solutions, including annuities, life insurance, mutual funds and retirement plans. With a legacy that goes back nearly 100 years, and a clear vision for what’s ahead, we are a strong and stable company committed to protecting client futures and serving our communities. From the year 2000 through 2020, the Nationwide Foundation contributed half a billion dollars to charitable organizations, and our associates continue to log thousands of volunteer hours each year.

TRANSAMERICA: Life Insurance, Long Term Care, Annuities

https://www.transamerica.com/agent-central/grow-your-business
Training and Webinars
New Agent Webinars
Products and Processes
Admin Academy
Life Illustrator Training
Advanced Markets Recorded Webinars

Transamerica was built on the idea that financial security should be available to everyone. When we were founded in 1904, this was a novel concept. Since then, we’ve continued to pursue innovative ways to help people live long, healthy lives with the financial means to do so. Today, we offer a wide range of solutions with that end in mind, and partner with key industry thought leaders to bring the connection between wealth and health to life. We’re proud of the trust we’ve earned helping people protect their financial future, generation after generation.

SYMETRA: Life Insurance

https://www.symetra.com/AMS-WFG/
https://amsfsg.com/wfg-life/
Getting appointed & Submitting new business
Sales, Underwriting Guidelines and Requirements
Product Portfolio & Illustration Tools
Training Videos

Need Sales Support?

Internal Sales Associate - Andrew Bower

Phone: 717-473-0923

Office: 800.448.4510 ex. 47

Email: andrew.bower@amsfsg.com

Symetra has been in business for over 65 years, operating on a foundation of financial stability, integrity and transparency. Their focus and commitment is to create retirement, benefits and life insurance solutions that customers need and understand.

PACIFIC LIFE: Life Insurance, Long Term Care

WFG Training Center: https://lifeinsurance.pacificlife.com/wfgtraining
Helpful Links: https://www.mywfg.com/pacific-life

Pacific Life is a privately owned company committed to the long-term well-being of its policyholders and financial professionals. We take the trust that you and your clients invest in us very seriously. With more than 150 years of experience, Pacific Life has earned a reputation for treating its policy owners fairly and equitably. Over the years, we’ve reduced the cost of insurance charges, lowered the amount of premium loads, and maintained crediting rates above guaranteed minimums. The success of your client’s life insurance policy depends on its performance. Getting the best possible performance takes the vigilance and service Pacific Life offers. At Pacific Life, it’s all about the power to help you succeed.

AMS: Annuity Training & Support

Website: wfg.amsfsg.com
Webinar Recordings and Instructional Videos: https://wfg.amsfsg.com/Webinar.aspx

Founded in 1991, AMS has been a leading industry provider of annuities and life insurance products since day one. We’ve been at the forefront of every significant change in the financial marketplace and were among the first to assist with embracing financial solutions and products. Long-standing product partnerships give AMS the opportunity to bring customers the newest product innovations with a level of service that can only come from years of building industry trust. Equip yourself with the knowledge, tools and products to offer customized financial solutions and ensure your clients’ satisfaction. We deliver unbiased financial products to fit clients’ needs. From sales ideas to conversation scripts, we provide actionable strategies and tools for each step of your sales process.

ATHENE: Annuity Training & Support

Website: https://www.athene.com/producer/login
Webinar Recordings and Instructional Videos: https://www.athene.com/producer/connect/training/webcasts

Athene is a leading retirement services company that is focused on providing financial security to retirees. Since its founding in 2009, Athene has diligently built diversified organic growth capabilities by expanding its retail, flow reinsurance, pension group annuities and funding agreement channels.

EVEREST: Final Expense/Funeral Planning

Website: www.everestfuneral.com/wfg-us
Linktree: https://linktr.ee/everestfuneralconcierge
Planning Tools: https://services.everestfuneral.com/PriceFinderFuneralPlanning/EverestDigitalTools.aspx

The go-to-tools you can access:

Training videos, webinars, PowerPoints
Insurance Applications - paper and electronic
Online Quoting Tools/Tables
Download and print Marketing Material
Request 'Count on Everest' brochures
Run a PriceFinder Report, and much more!

The Everest Package is offered exclusively by WFG agents in Canada and the United States. The Package includes a small whole life insurance policy PLUS funeral planning and concierge services provided by expert Everest Advisors 24 hours a day, 365 days a year. Everest Advisors provide peace of mind and confidence for your clients and their families faced with making difficult emotional and financial decisions. Funeral Planning services are personalized for each family’s needs. Concierge services include, but are not limited to expediting the payment of the life insurance benefits, negotiating the cost of funeral products and services, and managing the many details associated with making international arrangements.

ESTATE PRESERVATION: Wills & Living Trusts

Wills: https://www.freewill.com/partner/WFG
Living Trusts: See Estate Preservation Page for more details

EDUCATION ENCOMPASSED: College Coaching

College Coaching Program: See College Coaching Program Page for more details

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