SCREENING

To ensure this opportunity aligns with your goals and expectations, please answer the following screening questions before proceeding.

Step 1: Applicant Verification

Is the person filling out the registration form the applicant? *

Are you proficient in at least one of the two official languages in Canada (English or French)? *

Licensing exams are only offered in English or French

Applicant’s First Name *

If you have only one name, enter it in both the First Name and Last Name fields.

Applicant's Middle Name

Optional

Applicant’s Last Name *

If you have only one name, enter it in both the First Name and Last Name fields.

Date of birth

Sex *

Street Address

City *

Province *

Country

Postal Code *

Phone Number *

Email address *

Note: It is important to have a valid email address associated with your registration. Your invite and receipts will be sent in the email address provided.

Greatway Agent / Associate’s Full name *

Greatway Agent / Associate’s Email Address *

Greatway Agent / Associate’s Personal VGBID Number

Optional

Greatway Agent / Associate’s Corporate VGBID Number

Only fill this in if you have a Corporate VGBID Number. Otherwise leave it blank.

What is your relationship with the person who invited you? *

Immediate/Direct SVP’s Name *

Immediate/Direct SVP’s Email

Name of Certified Business Trainer *

Provide the information of the licensed agent who presented to you the business presentation

Email of Certified Business Trainer

Did the agent, who presented the business to you, complete the Revised Agent Training Program? *

Only agents who have completed the Revised Agent Training Program are authorized to present the Greatway business opportunity.

When was the business presentation made? *

Is your credit score currently 625 or higher? *

Note: You are required to maintain a credit score of 625 or higher at the time of contracting. Here’s a free link to check your credit score: https://www.equifax.ca/personal/products/equifax-consumer-credit-report/

In your credit history, do you have any outstanding debt(s) or situation(s) that could result in an “unfavorable standing,” such as collections or chronic late bill payments? *

DISCLAIMER for UNFAVORABLE CREDIT HISTORIES: After passing the provincial exams, if you have unfavorable credit histories such as chronic late bill payments, collections or other serious credit issues, you may find difficulty in the contracting/licensing step. Greatway Financial does not guarantee your contracting application outcome.

Have you ever gone through consumer proposal? *

Active consumer proposals may be considered with a minimum credit score of 625 and 3 months of consistent payments. Proof required.

Have you ever gone through bankruptcy? *

What is your residency status in Canada? *

Greatway only contracts agents with Canadian citizenship, permanent residency or under open work permits with no restrictions. If your work permit has demographic, occupation restrictions, or limited validity period (less than 6 months) at the time of contracting, your application may be deferred or declined. Greatway Financial does not guarantee your contracting application outcome.

Are you currently employed in any of the following professions? (Lending money, Doctors, Nurses, Lawyers, Accountants, Law enforcement officials, Immigration consultant, Members of the clergy and Government employees) *

DISCLAIMER for HOLDERS of OTHER OCCUPATIONS: After passing the provincial exams, if you hold any of the following occupations: All provinces: bank and lending institution employees, government employees, law enforcement officials. All provinces except ON: healthcare professionals. MB: accountants and lawyers. AB, SK, BC, MB: immigration consultant, newcomer support workers. AB, MB: clergy members and spiritual leaders. You may find difficulty in the Contracting/licensing step. Greatway Financial does not guarantee your contracting application outcome.

Do you have a criminal record? *

What interests you in becoming a Greatway New Business Associate? *

When do you intend to get your license? *

Have you ever been licensed as a life insurance agent in Canada? *

If previously licensed, the applicant must not have any unresolved regulatory complaints, investigations, or disciplinary actions with any Canadian regulatory authority.

Would you like your complimentary IARFC membership? *

Yes please, send me the form to sign

Not right now. Maybe Later

By signing below, I acknowledge that if I am not a Canadian Citizen or Permanent Resident, or if I have disclosed credit issues, potential conflicts of interest, or criminal history, I may face additional review or challenges during the contracting process.

I understand that Greatway Financial Inc. does not guarantee approval or the outcome of my contracting application.

I confirm that I have read and agreed to the Privacy Policy.

By signing, I acknowledge and understand that the one-time membership fee is NON-REFUNDABLE and NON-TRANSFERRABLE, regardless of the outcome of the contracting process.

New Member's Signature *

Clear

STILL UNDECIDED?

FREQUENTLY ASKED QUESTIONS

Everything you need to know before registering for the NBA Program.

What is the New Business Associate (NBA) program?

The New Business Associate (NBA) Program is designed to help you become a licensed life insurance agent, with structured training, mentorship and support from day one through licensing.

You get live LLQP review classes, a mentor from your Certified Business Trainer, a learning community, and someone in your corner all the way through contracting. The full list is in the next question.

Think of it as your launchpad into the financial services industry.

What is included in the registration fee?

Registration options include:

>Access to all training materials

>Live LLQP review classes

>Mentorship

>Exclusive SeeWhyLearning discount

>Complimentary IARFC student membership, covered by Greatway

>Ongoing support during your licensing journey

Valid for one year from your registration date.

Do the fees include the certification exam and provincial exams?

No. Exam costs are separate.

You should budget for:

>Certification exam (SeeWhyLearning): approx. $179.99 + tax

>Provincial exam fees (varies by province)

>Annual license renewal fees (after licensing)

>Errors & Omissions (E&O) insurance (required for licensed agents)

Plan ahead so there are no surprises.

How long is my registration valid?

Your registration is valid for one year from your registration date.

If it expires before you're licensed, you have to re-register for $199 plus tax valid again for a year.

We recommend completing your licensing within your first year.

Can I pay monthly?

No. Registration is a one-time annual payment only.

What payment methods are accepted?

We accept:

>Visa

>Mastercard

>American Express

E-transfer is not available.

What is the refund policy?

Registration fee is NON-REFUNDABLE

Access to resources begins immediately after payment, so refunds cannot be issued.

Please confirm your readiness before registering.

Why are there pre-screening questions?

Screening protects both you and the company by identifying potential contracting issues before you invest time and money.

To proceed to contracting, you must have:

>Credit score of 625+

>No undischarged bankruptcy

>No unpaid commission chargeback debt

>No unresolved regulatory issues

>Valid residency status

If unsure, contact [email protected] before registering.

Can I register with a study permit or a closed work permit?

You may register to learn. However, contracting eligibility depends on residency status.

Eligible for contracting:

>Canadian Citizen

>Permanent Resident

>Open Work Permit (6+ months valid, no restrictions)

Not eligible for contracting:

>Student Permit

>Closed Work Permit

>Refugee Claimant / Protected Person

>Restricted Work Permit

>Open Work Permit expiring within 6 months

Greatway does not sponsor work permits.

Who should I contact if I need help?

Membership

[email protected]

(403) 453-2089 Ext 2000

Response within 48 business hours

Contracting

[email protected]

Your Field Leader / Certified Business Trainer is your first point of contact for program-related questions.

I don’t know my Field Leader’s VGBID number. Where can I find it?

Your Field Leader can find their VGBID in the top menu of their My Greatway Office (MGO) account. Just ask them for it, and show them the image if they're not sure where to look.

If the person who invited you isn't licensed yet, see the next question.

What if the person who invited me is still an NBA and is not yet licensed? How can I obtain the VGBID number?

If the person who invited you is not yet licensed, their licensed Field Leader or direct SVP can provide you with the VGBID number. They simply need to log in to their My Greatway Office (MGO) account and go to the “My Agency Hierarchy” section.

Please refer to the image beside this text to see where to find the number.