Quebec Client File Storage Tool Demo and User Guide

Quebec Client File Storage tool

Demo & user guide

This course provides a video walkthrough of the tool, as well as a PDF User Guide. The User Guide can be located under the Additional References section of this course.

START

Are you licensed in quebec?

YES

NO

A Quebec regulatory requirement necessitates that all insurance business proposed or submitted to Quebec residents must be retained by World Financial Group Insurance Agency of Canada Inc. All WFGIAC agents are required to upload all Quebec client insurance file documentation to the Client File Storage tool on MyWFG.com.

CONTINUE

I attest that I have watched the video and abide by the policies and procedures described in the Quebec Client File Storage Tool Demo.

YES, I ATTEST

I attest that I am not licensed in Quebec, and that I will abide by the policies and procedures associated with my province.

YES, I ATTEST

Thank You

You have completed the Quebec Client File Storage Tool Demo and User Guide module! You may now exit this module.