Online Licensing/Appointments

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 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.

Thank you,

 To view a guide to completing online contracting Click Here
*If you registered before 1/1/2010 please re-register for online Contracting Access

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