**Please be aware that most states have LTC & Annuity CE that must be completed prior to dating a client application. You can check here for the state you plan to solicit in or contact us for verification that you are CE compliant prior to taking the application. Please be sure to send all documents to the correct department: Licensing: contracting@carylevinson.com New Business: apps@carylevinson.com Fax- 954.746.9535
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.
Please send all new business to apps@carylevinson.com, or fax to 954.746.9535
New Business is required in order for contracting to be processed. Please contact our office with any questions.
Sell While You Sleep
Sell While You Sleep
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
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Aetna Final Expense
AGLA
Allianz
Allianz Annuity
American General
American National
Americo
Ameritas
American Amicable
Assurity
Assurity NY
Assurant
Aviva /Acordia
AXA
Banner Life
Colorado Bankers
Conseco
Columbian
Fidelity Life
Foresters
Gerber Life
Great Western
IHC Group
ING
Illinois Mutual
John Hancock
Kansas City Life
Kemper Guaranteed Issue (Requires Pre-appointment for all states)
Lafayette Life
Lincoln
Lightning Issue Term Plan
Life of the Southwest
Liberty Bankers
Lumico
Mass Mutual
Met Life/Brighthouse
Madison National
Mutual of Omaha
Mutual Trust
Minnesota Life
National Guardian Life
National Guardian Disability
North American
National Western (Pre-appointment required for MI,PA,UT,WY)
Old Mutual/Fidelity and Guarantee Life
Oxford Life
OneAmerica
Pacific Life
Pan American
Phoenix
Prudential
Prime Term
Principal Life
Principal DI
Symetra
Surebridge
Protective
Sagicor
SBLI
Transamerica Family Market
Transamerica NY
Transamerica Group
United Home Life
Value Benefits of America
My MD ASAP Appointment Request
VBA Dental
Value Med Plan
William Penn NY
Important Hierarchy Information: Certain states require non-resident licenses in order to receive overrides.
Click Here to view those states.
Click Here to view Pre-Appointment States by Carrier
Click Here to view carrier advance guidelines, dual and pre-appointment details, scholarship eligibility, and additional appointment guidelines.
