Home - Everest Funeral Agent CA

Instructional Videos

Regional Director Training Videos

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Need Help?

Everest Sales Desk – salesdesk@everestfuneral.com

Everest Regional Directors

Richard Burgess
Managing Director – Eastern Canada
Cell: 647-209-6509
rburgess@everestfuneral.com
Kelsey Taylor
Regional Sales Director – Eastern Canada
Cell: 647-210-6341
ktaylor@everestfuneral.com
Dan Kiige
Regional Sales Director – Alberta
Cell: 403-809-6072
dkiige@everestfuneral.com
Paula Wachs
Regional Sales Director – NAB, SK, MB
Cell: 780-984-0141
pwachs@everestfuneral.com
Ash Kotadia
Regional Sales Director – BC
Cell: 604-690-2309
akotadia@everestfuneral.com
Helen Newman
Director, Client Relations
Office: 519-856-9591
Cell: 416-892-3637
hnewman@everestfuneral.com

Step 4 - Submit Applications

Review to ensure application is complete
Submit a high quality scan of the entire application, plus any supporting documentation, via email to advisor@everestfuneral.com

OR
Mail/courier to:
Everest Team
C/O DXC Technology
1855 Minnesota Court
Mississauga, ON L5N 1K7

Commission is generated after first month’s premium is withdrawn.
For information about commissions and points, contact:

HOST (Home Office Support Team)
WFG Contracting & Commissions Info
Office: 416-225-2121, Option 1
wfghost@transamerica.com

Step 1 - Submit Agent Agreement

As of April 1, 2015, if you are a licensed life insurance agent in good standing with World Financial Group, there is no further action for you to take as your licensing information will be automatically transmitted to Everest by WFG Home Office.

If you are not a licensed life insurance agent or do not have E&O on file with WFG Home Office, please contact wfgcanadalicensing@transamerica.com.

Announcing a Mobile E-Application for Advantage & Advantage - 50 Plus Products

IA American is pleased to offer WFG agents the ability to process applications in a paperless environment.

www.insuranceapplication.com/wfgmobile

Features

Ensures applications are in good order and eliminates incomplete apps.
Reduces processing delays.

Functionality

The application is completed and signed electronically using your finger or stylus.
Partially completed applications can be saved and returned to later.
Attach and send images of supplemental documents such as voided checks.
Transmit applications with the click of a button.

Requirements

Designed for tablet use. Compatible with iOS, Android and Windows operating systems.
Internet connection needed at the point of sale.

Getting Started

Visit www.insuranceapplication.com/wfgmobile, go to the New User link and register within minutes.
Bookmark the site on your device for future access.
Say “good bye” to paper!

Everest Funeral Concierge

Everest’s CEO and SVP of Sales Explain the Need for Everest

WFG Leaders Discuss Whey They Sell Everest

WFG Leaders Discuss How They Position Everest

Everest Advisor Q&A

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