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)? *

Please specify your language proficiency: *

Applicant’s First Name *

Enter your full legal name exactly as shown on your government-issued ID. This will be used for all contracting and licensing records. Ensure it is accurate.

Applicant's Middle Name

Enter your full legal name exactly as shown on your government-issued ID. This will be used for all contracting and licensing records. Ensure it is accurate.

Applicant’s Last Name *

Enter your full legal name exactly as shown on your government-issued ID. This will be used for all contracting and licensing records. Ensure it is accurate.

Date of birth

Sex *

Address *

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? *

If other is selected, please specify:

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? *

Have you been fully discharged for bankruptcy at least three years?

Disclaimer for Undischarged Bankruptcy *

Applicants who have declared bankruptcy must be fully discharged for a minimum of three (3) years prior to the contracting/licensing step. If you currently do not meet this requirement, you may still complete your registration but please be advised that you may not qualify for contracting until this condition is met. Greatway Financial does not guarantee your contracting application outcome. By checking this box, you confirm that you have read, fully understand and accept this risk.

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? *

Disclaimer for Criminal Charge *

Depending on the nature of the charge and its status, you may find difficulty in Contracting step. For details, consult [email protected] before completing registration. Greatway Financial does not guarantee your contracting application outcome. By checking this box, you confirm that you have read, fully understand and accept this risk.

Please indicate the charge *

Were you convicted? *

Have you been fully pardoned? *

Disclaimer for Unpardoned Criminal Charge *

As you have an unpardoned criminal charge, you will be registered as a member with limited participation rights. You may participate in business field training, however, rewards and compensation are only available once you are fully licensed and contracted. Any business associate you introduce will be the responsibility of your licensed field leader until you clear your records and work toward full eligibility. By checking this box, you confirm that you have read and fully understand these limitations. A detailed outline of these terms will be sent to your email.

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.

Suitability Declaration *

By checking this box, I confirm that: 1. I am not indebted to any insurer or MGA (including unpaid commission chargebacks). 2. I have not been sanctioned by a regulator or court in the past 5 years for serious offences (e.g., fraud, misappropriation, money laundering, or use of pre-signed documents). 3. I do not have any ongoing or unresolved regulatory or disciplinary matters. 4. My license has not been suspended in the past 2 years or cancelled in the past 5 years. 5. I have not been terminated for cause within the past 2 years. 6. I have not engaged in unethical, fraudulent, or misleading business practices. Not sure if this applies to you? Email us first at [email protected]

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

VOUS HÉSITEZ ENCORE?

FOIRE AUX QUESTIONS

Tout ce que vous devez savoir avant de vous inscrire au programme NBA.

QUESTION 1 : QU'EST-CE QUE LE PROGRAMME NEW BUSINESS ASSOCIATE (NBA)?

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.

QUESTION 2 : QU'EST-CE QUI EST INCLUS DANS LES FRAIS D'INSCRIPTION?

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.

QUESTION 3: EST-CE QUE LES FRAIS INCLUENT L'EXAMEN DE CERTIFICATION ET LES EXAMENS PROVINCIAUX?

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.

QUESTION 4: PENDANT COMBIEN DE TEMPS MON INSCRIPTION EST-ELLE VALIDE?

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.

QUESTION 5: PUIS-JE PAYER MENSUELLEMENT?

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

QUESTION 6: QUELS MODES DE PAIEMENT SONT ACCEPTÉS?

We accept:

>Visa

>Mastercard

>American Express

E-transfer is not available.

QUESTION 7: QUELLE EST LA POLITIQUE DE REMBOURSEMENT?

Registration fee is NON-REFUNDABLE

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

Please confirm your readiness before registering.

QUESTION 8: POURQUOI Y A‑T‑IL DES QUESTIONS DE PRÉSÉLECTION?

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.

QUESTION 9: PUIS-JE M'INSCRIRE AVEC UN PERMIS D'ÉTUDES OU UN PERMIS DE TRAVAIL FERMÉ?

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.

QUESTION 10: À QUI DOIS-JE M'ADRESSER SI J'AI BESOIN D'AIDE?

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.

QUESTION 11: JE NE CONNAIS PAS LE NUMÉRO VGBID DE MON FIELD LEADER. OÙ PUIS-JE LE TROUVER?

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.

QUESTION 12: QUE FAIRE SI LA PERSONNE QUI M'A INVITÉ(E) EST TOUJOURS UN NBA ET N'EST PAS ENCORE TITULAIRE D'UN PERMIS? COMMENT PUIS-JE OBTENIR LE NUMÉRO VGBID?

Si la personne qui vous a invité(e) n'est pas titulaire d'un permis, son Field Leader titulaire d'un permis ou son SVP direct peut vous fournir le numéro VGBID. Il lui suffit d'ouvrir une session dans son compte My Greatway Office (MGO), puis d'accéder à la section My Agency Hierarchy. Veuillez consulter l'image ci-contre pour savoir où le trouver.

Become an Associate Today!

DÉCOUVRIR

À propos de Greatway

NOUS JOINDRE

Liens utiles

Connexion des membres

SCREENING

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

Step 1: Applicant Verification

VOUS HÉSITEZ ENCORE?

FOIRE AUX QUESTIONS

QUESTION 1 : QU'EST-CE QUE LE PROGRAMME NEW BUSINESS ASSOCIATE (NBA)?

QUESTION 2 : QU'EST-CE QUI EST INCLUS DANS LES FRAIS D'INSCRIPTION?

QUESTION 3: EST-CE QUE LES FRAIS INCLUENT L'EXAMEN DE CERTIFICATION ET LES EXAMENS PROVINCIAUX?

QUESTION 4: PENDANT COMBIEN DE TEMPS MON INSCRIPTION EST-ELLE VALIDE?

QUESTION 5: PUIS-JE PAYER MENSUELLEMENT?

QUESTION 6: QUELS MODES DE PAIEMENT SONT ACCEPTÉS?

QUESTION 7: QUELLE EST LA POLITIQUE DE REMBOURSEMENT?

QUESTION 8: POURQUOI Y A‑T‑IL DES QUESTIONS DE PRÉSÉLECTION?

QUESTION 9: PUIS-JE M'INSCRIRE AVEC UN PERMIS D'ÉTUDES OU UN PERMIS DE TRAVAIL FERMÉ?

QUESTION 10: À QUI DOIS-JE M'ADRESSER SI J'AI BESOIN D'AIDE?

QUESTION 11: JE NE CONNAIS PAS LE NUMÉRO VGBID DE MON FIELD LEADER. OÙ PUIS-JE LE TROUVER?

QUESTION 12: QUE FAIRE SI LA PERSONNE QUI M'A INVITÉ(E) EST TOUJOURS UN NBA ET N'EST PAS ENCORE TITULAIRE D'UN PERMIS? COMMENT PUIS-JE OBTENIR LE NUMÉRO VGBID?

DÉCOUVRIR

NOUS JOINDRE

INVESTIR DANS LE BONHEUR