Greatway New Business Associate Program

SCREENING

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

Step 1: Applicant Verification

Application Type *

Are you renewing your membership under a new Field Leader? *

Please use the same email address and phone number you previously used to register. This allows us to match your records and confirm your eligibility for the $99 renewal rate.

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

Only the applicant may fill out this form. Please ensure the form is completed by the applicant themselves. If you are not the applicant, kindly hand this form to them to register on the site.

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 *

Note: You must be 18 years old to be contracted.

Sex *

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

Proficiency in English or French is required to complete licensing certification, understand licensing requirements and communicate effectively with clients. Unfortunately, we cannot proceed with your registration at this time.

Please specify your language proficiency:* *

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

Step 2: Who is the Greatway Agent or Associate who invited you?

Greatway Agent / Associate’s Full name *

Greatway Agent / Associate’s Email Address *

Greatway Agent / Associate’s VGBID Number *

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 *

Please use your Direct SVP's @mygreatway.ca email address

Name of Certified Business Trainer *

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

Email of Certified Business Trainer *

Please enter a valid @mygreatway.ca email address

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

When was the business presentation made? *

Step 3: Credit Score and Credit History

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? *

Step 4: Consumer Proposal and Bankruptcy Status

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 one year?

A sufficient discharge period is required. Unfortunately, we cannot proceed with your registration at this time.

Step 5: Residency Status

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.

Step 6: Current Profession

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) *

Step 7: Criminal Record

Do you have a criminal record? *

Please indicate the charge *

Were you convicted? *

Have you been fully pardoned? *

You must be fully pardoned to proceed with the registration.

Step 8: Interest and Timeline

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.

Step 9: Acknowledgement

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 NOT SURE?

FREQUENTLY ASKED QUESTIONS

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

QUESTION 1: WHAT IS THE NEW BUSINESS ASSOCIATE (NBA) PROGRAM?

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

Your registration includes:

>1 year of access to live LLQP review classes (online & in-person)

>Mentorship from your Field Leader

>Access to training materials and learning community

>Exclusive SeeWhyLearning discount

>Ongoing licensing support

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

QUESTION 2: WHAT IS THE DIFFERENCE BETWEEN THE $129 AND $99 REGISTRATION FEE?

$129 – New Associate

>First-time registration

>Any Field Leader

>Full 1-year access

$99 – Returning Associate

>For previous NBAs continuing their licensing

>Must re-register under the same Field Leader

>Full 1-year access

>Save $30 vs. new registration

Both options are valid for one year and are non-refundable.

QUESTION 3: WHAT’S INCLUDED IN THE REGISTRATION FEE?

Both registration options include:

>Access to all training materials

>Live LLQP review classes

>Mentorship

>Exclusive SeeWhyLearning discount

>Ongoing support during your licensing journey

Valid for one year from your registration date.

QUESTION 4: DOES THE FEE INCLUDE CERTIFICATION 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.

QUESTION 5: HOW LONG IS MY REGISTRATION VALID?

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

If it expires, you may re-register:

$99 (same Field Leader)

$129 (new Field Leader)

We recommend completing your licensing within your first year.

QUESTION 6: CAN I PAY MONTHLY?

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

QUESTION 7: WHAT PAYMENT METHODS ARE ACCEPTED?

We accept:

>Visa

>Mastercard

>American Express

E-transfer is not available.

QUESTION 8: WHAT IS THE REFUND POLICY?

Registration fees ($129 and $99) are non-refundable.

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

Please confirm your readiness before registering.

QUESTION 9: WHY ARE THERE 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.

QUESTION 10: CAN I REGISTER WITH A STUDENT PERMIT OR 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.

QUESTION 11: WHO DO 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 is your first point of contact for program-related questions.

QUESTION 12: I DON’T KNOW MY FIELD LEADER’S VGBID NUMBER. WHERE CAN I FIND IT?

If your Field Leader is a licensed agent with Greatway Financial, their VGBID number can be found in the top menu of their My Greatway Office (MGO) account. Please refer to the image here for guidance.

QUESTION 13: WHAT IF THE PERSON WHO INVITED ME IS NOT LICENSED — HOW CAN I GET THE VGBID NUMBER?

If the person who invited you is not licensed, their licensed Field Leader or direct SVP can provide the VGBID number. They can find it by logging into their My Greatway Office (MGO) account and navigating to the My Agency Hierarchy section. Please refer to the image here for guidance.

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Greatway New Business Associate Program

SCREENING

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

Step 1: Applicant Verification

Step 2: Who is the Greatway Agent or Associate who invited you?

Step 3: Credit Score and Credit History

Step 4: Consumer Proposal and Bankruptcy Status

Step 5: Residency Status

Step 6: Current Profession

Step 7: Criminal Record

Step 8: Interest and Timeline

Step 9: Acknowledgement

STILL NOT SURE?

FREQUENTLY ASKED QUESTIONS

QUESTION 1: WHAT IS THE NEW BUSINESS ASSOCIATE (NBA) PROGRAM?

QUESTION 2: WHAT IS THE DIFFERENCE BETWEEN THE $129 AND $99 REGISTRATION FEE?

QUESTION 3: WHAT’S INCLUDED IN THE REGISTRATION FEE?

QUESTION 4: DOES THE FEE INCLUDE CERTIFICATION AND PROVINCIAL EXAMS?

QUESTION 5: HOW LONG IS MY REGISTRATION VALID?

QUESTION 6: CAN I PAY MONTHLY?

QUESTION 7: WHAT PAYMENT METHODS ARE ACCEPTED?

QUESTION 8: WHAT IS THE REFUND POLICY?

QUESTION 9: WHY ARE THERE SCREENING QUESTIONS?

QUESTION 10: CAN I REGISTER WITH A STUDENT PERMIT OR CLOSED WORK PERMIT?

QUESTION 11: WHO DO I CONTACT IF I NEED HELP?

QUESTION 12: I DON’T KNOW MY FIELD LEADER’S VGBID NUMBER. WHERE CAN I FIND IT?

QUESTION 13: WHAT IF THE PERSON WHO INVITED ME IS NOT LICENSED — HOW CAN I GET THE VGBID NUMBER?

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