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The Everest Package

Everest + Permanent Life Insurance
underwritten by ivari

   Check     Agent Dashboard to see status of your clients' policies
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Did you know you can get Everest with prosperity UL™?

© 2023 Everest Funeral
  • Privacy Policy
  • Terms of Use
  • Instagram Giveaway Rules
Everest Funeral Package, LLC, EA Financial Services, Inc. and their respective affiliates have no affiliation with Everest RE Group, LTD., Everest Reinsurance Company or any of their affiliates.

Neither Everest nor any of its affiliates are responsible in any way for the products or services offered by any companies with which Everest works or in which Everest’s services are co-marketed, nor are any such other companies responsible in any way for any services offered by Everest and its affiliates.

Everest Canada is the service provider of the Everest Funeral Concierge Service where available within Canada.

Everest and the Everest logo are service marks of Everest Funeral Package, LLC. Everest PriceFinder is a service mark of Everest Information Services, LLC. Tenzing is a trademark of Everest Funeral Package, LLC.

Will Prep is not available in Québec, the Yukon, the Northwest Territories and Nunavut.

Everest’s Services are not available in Thunder Bay.
Instructional Videos

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

PRICEFINDERSM

WILL PREPSM

NEW! TENZINGTM

Getting Started

Setting Up Will PrepSM

Setting Up TenzingTM

Using PriceFinderSM

Need Help?

Everest Sales Desk – salesdesk@everestfuneral.com

Questions Regarding ivari 360 –1- 800-646-1481
8 AM – 2 AM EST, 7 days a week

General ivari Product Questions – 1-866-934-7625
8 AM – 7 PM EST, Monday – Friday

Everest Regional Directors

  • Eastern Canada (ON, NB, NF, NS, PEI, QC, ON)
    Shaleen Kim
    Senior Managing Director, Everest
    647-210-6341
    skim@everestfuneral.com
  • Richard Burgess
    Regional Sales Director, Everest
    647-209-6509
    rburgess@everestfuneral.com
  • Western Canada (AB, BC, MB, SK & Territories)
    Sue Wu
    Senior Managing Director, Everest
    Cell: 403-809-6072
    swu@everestfuneral.com
  • Jason Shalka
    Regional Sales Director, Everest
    Cell: 780-984-0141
    jshalka@everestfuneral.com
  • British Columbia
    Melecia Louie
    Regional Vice President – Northwest & Mountain, Virtual, Everest
    Cell: 206-799-1960
    mlouie@everestfuneral.com
  • Helen Newman
    Director, Client Relations, Everest
    Office: 519-856-9591
    Cell: 416-892-3637
    hnewman@everestfuneral.com
Regional Director Training Videos

GETTING
STARTED

SETTING UP
WILL PREPSM

SETTING UP
TENZINGTM

USING
PRICEFINDERSM

Step 4 - Submit Applications
  1. Review to ensure application is complete
  2. Submit a high quality scan of the entire application, plus any supporting documentation, via email to advisor@everestfuneral.com
     
    OR
  3. 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!