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Grow your WFG Super Team with people and data in one place.

Meet, chat, collaborate, and track underwriting with easy-to-use software built for World Financial Group agents.


We work with WFG field leaders unify their Super Teams, streamlining recruiting and production management. We offer custom branding options (including email domains) on the world’s leading platform for productivity and artificial intelligence.

What is Wealthsmyth?

WealthSmyth is a agent-first cloud platform built for WFG Base Shops. Built for usability and simplicity, we aim to accelerate growth with 10X productivity.

WFG mastermind group, WFG base shop

WealthSmyth for Super Teams

Simplify collaboration and manage production like a pro with people, apps, and data in one place.

WFG mastermind group, WFG base shop

AI Copilot Early Access Program

Invitation-only, paid preview for select WFG base shops within a single Super Team.

Custom Branding (and email) for Super Teams

Meet, chat, call, schedule, and collaborate. Communicate with clients, recruits, and team members using the domain or use your preferred organization’s (e.g.

Simplify Base Shop Collaboration

  • Business-Class Email
  • Personal and Team Calendars
  • Virtual Meetings
  • Team Chat
  • Scheduling

Unify Your WFG Data

Manage your underwriting pipeline and in-force policies like a pro. Calculate commissions, splits and overrides automatically.

Base Shop Tools and Dashboards

  • Underwriting
  • Net Recruits
  • Recruiting
WFG mastermind group, WFG base shop

AI Copilot Early Access Program

Our WFG AI Copilot Early Access Program is an invitation-only, paid preview that will roll out initially to select base shops within a single field organization.

10X Productivity with Microsoft Copilot and Azure AI

  • Meeting Recap
  • Teams Chat
  • Email
  • Notes
  • Presentations
  • Visualize Data



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