Onboarding Check-list
We’re excited to have you on board! This page has onboarding videos to help you confidently get started and understand the essentials.
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Onboarding Check-list has been a member of Linktree for 5 months and joined in February 2026. Resources fin360onboarding has populated their site with include: • How to register a friend/prospect with WFG | Loom • All weekly meeting links for our team - in one place • When You Join Business, What Are the Next Steps • Understanding the Cost of Doing Business with WFG | Loom • Why Meetings Are Important • GX Program: What it is and How to Get There | Loom • Your State Licensing Requirements • Register on ExamFx.com with a discount code | Loom • How to Get Your Insurance License Quickly and Easily 🎉 | Loom • How to Register for the License Exam on the Department of Insurance Website | Loom • How to Apply for License in your state! Nipr.com • California life insurance -Finger Printing Steps | Loom • California life license status check - How to check your license status? | Loom • Print/Download License and Upload to WFG website to get appointed | Loom • 10 Steps After Licensed! | Linktree
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