**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. **Agent change of addresses must be updated through NIPR and or your resident state insurance department website. Please email all updated contact information to contracting@carylevinson.com 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 for most carriers in order for contracting to be processed.
Important Hierarchy Information: Click here to view which states require non-resident licenses in order to receive overrides.
Click Here to view Pre-Appointment States by Carrier
Click Here to view carrier advance guidelines, dual /pre-appointment details, scholarship eligibility, and additional appointment guidelines.
Click Here for AML Training
Life Contracting
Annuity Contracting
Sell While You Sleep
Sell While You Sleep
Sell While You Sleep
