Getting contracted with Wentworth Financial Partners is a producer’s first step towards a long and fruitful relationship with WFP.
Representing the top Annuity and Insurance in the industry, we have the products you want to sell.
Our Contracting Department is dedicated to helping you understand carrier requirements and assist you with your contracting and licensing needs.
Get Started with Wentworth Financial Partners
- WFP Global Producer Set-Up.
- Please download the WFP Global Producer Set-up packet above. This will get you set up to sell both fixed insurance and fixed annuities with WFP.
- Please note that we need a signature on pages, 5, 9, and 10.
- When completed, please send securely to firstname.lastname@example.org
- Please also include:
- Letter(s) of explanation for any disclosure issues
- Copy of your most recent AML certificate
- A voided check
- Any NAIC state specific certificates you have
- Regulation 187 Acknowledgement Form for all NY Annuity sales
- As always we are here to help at any step in the process – please don’t hesitate to reach out to us below!
** Some States require State specific CE training BEFORE writing new business.
** Most carriers have adopted Product Specific training to be completed BEFORE writing new business.
Helpful forms when you are ready to write business