Executive Assistant Number

wfgoea@gmail.com

Orem Office:

493 S Orem Blvd

Orem, UT 84058

Branch #: 137219

Mesa Office:

1833 W MAIN ST SUITE 138

MESA, AZ 85201-0000

Legacy Team Senior Marketing Directors

• Matt Heward: 801-787-7459

• Jr Heward: 480-274-4199

• Kendall McCray: 480-313-0916

• Sam Knickerbocker: 801-360-1929

• Adam Davis: 801-368-2311

• Kevin Grenko: 801-615-3400

• Cesar Contreras: 385-251-9508

WFG Home Office Agent Services

(Must Be SMD To Call)

Phone: 770-246-9889

General Licensing

Fax: 678-966-6100

Email- wfglicenseapps@transamerica.com

• All Appointment Paperwork
• License Renewals and AML Certificate

Associate Services

Fax: 678-966-6161

• AMA’s
• Promotions
• Agent info Changes
• Co Leadership Agreements
• Resignations
• Anything to do with coding

TFA Securities Registration

Fax: 678-966-6166

• U4’s and u4 amendments

• Rep re-assign and Rep assign to BOS
• OBR’s
• OBA’s

TFA Registration

Phone: 884-987-0900

Email- tfgregistration@transamerica.com

Bryce Peterson

Office-801-569-8888

Fax-801-938-1088

APPS Parameds

Becky

Email: b.farrell@mediprodirect.com

Phone: 877-268-1021 (x119)

Transamerica Term

Phone – 800-322-3796

In Force – 1 (800) 851-9777

Fax-800-814-2205- Pending

Fax-866-622-5051- In Force

Internal – Rick Berrett: 770-843-5028

Email – rick.berrett@transamerica.com

Transamerica Premier Life

Phone – 800-443-9975

In Force – 1 (800) 851-9777

Fax-866-729-5254- Pending

Fax-866-592-4535- In Force

Internal – Rick Berrett: 770-843-5028

Email – rick.berrett@transamerica.com

Nationwide Financial

Phone – (800) 321-6064

Internal Steve Morris (614)435-3049

Allianz

Phone-800-950-5872

Internal Eric Mozkus- 801-574-4080

Allianz-Crump

New Business Fax-1-763-582-6002

AMS Solutions

(800) 448-4510 *32

Internal: Charise Payne – (385) 382-1401

charise.payne@amfsg.com

External: Tom Thayer (515) 321-6778

Crump

Phone-888-232-4872

New Business Fax-717-703-4893

Fax-801-519-7920

Pacific Life

Phone-888-595-8298

Internal Ken De Silva – (888)-810-5272

ken.desilva@pacificlife.com

Assistant Stacy White-949-320-8291

Stacie.white@pacificlife.com

Jackson National

Phone-800-711-5653

Fax-800-943-6761

Internal Rich Talati -801-219-1007

Greg Chamberlain – (720)-893-9580

External Jake – (800)-711-5653 *31516

Prudential

Fax-800-207-7806

Internal-Byron Eller 203-944-7550

Trans-one

Phone-844-487-2671

transone@transamerica.com

Transamerica Variable

Fax new Business- 877-355-4385

Franklin Templeton

Fax New Business-916-463-4521