Westhaven Financial Group

Agent Portal

Looking to Become an Agent?

Join Westhaven Financial Group and build your practice with the support of an established firm — quality leads, plain-language product training, and a back office that handles the paperwork so you can focus on your clients.

Quality Leads

Consultation requests from real families in your area, assigned to you directly in your agent dashboard.

Training & Resources

Plain-language product guides, scripts, and compliance materials — available anytime in the portal.

Your Own Book of Business

Track your production, manage your clients, and share documents securely — all in one place.

Apply to Join Us

Takes about two minutes. We review every application personally.