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Description
Designed exclusively for active licensed agents of World Financial Group Insurance Agency, LLC and World Financial Group Insurance Agency of Canada Inc. and representatives of Transamerica Financial Advisors, Inc., who are affiliated with WFGIA. The WFG 365 app allows users to quickly and easily monitor their key business metrics at any time and from anywhere.
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Version History
Last version released 351 days ago.
This version allow agents to opt-in and view Notifications
Modified and expanded reporting functionality
Modified layout of reports and calendar date selection.
Corrected Payment Report export option and added Country field to Payment Report.
This version of the app updates contact information.
This version allows agents to perform required action on Lifeline Alerts.
This version allow agents to opt-in and view Notifications
This version of the app includes agent's My Lifeline alerts.
This version of the app includes biometric login functionality and payment report.
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