Licensing Processing Guidelines
Not all carrier appointments will be processed immediately, as most carriers require new business submission in order to issue an agent code. Contracting submissions with new business are prioritized to expedite new business. To view processing guidelines please click here.
The following carriers do not require E&O for appointment:
Fidelity, Transamerica Family Markets,, American General, Oxford, and United Home Life.
Click Here for AML Training
Aetna Final Expense
Kansas City Life
Kemper Guaranteed Issue (Requires Pre-appointment for all states)
Lightning Issue Term Plan
Life of the Southwest
Mutual of Omaha
National Guardian Life
National Guardian Disability
National Western (Pre-appointment required for MI,PA,UT,WY)
Old Mutual/Fidelity and Guarantee Life
Transamerica Family Market
United Home Life
Value Benefits of America
My MD ASAP Appointment Request
Value Med Plan
William Penn NY Click Here for Non-Resident Licensing
Important Hierarchy Information: Certain states require non-resident licenses in order to receive overrides.