Online Licensing/Appointments

*Due to COVID-19 Several Carriers are experiencing contracting delays, we apologize for any inconvenience.

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.

**Agent change of addresses must be updated through NIPR and or your resident state insurance department website. Please email all updated contact information to

Please be sure to send all documents to the correct department:

Licensing:   New Business: 

Fax- 954.746.9535

Please send all new business to, 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.

Life Contracting

*E&O Coverage not required for Ameritas, Assurant, Fidelity Life, Illinois Mutual, Lumico, Symetra, Transamerica Family Markets, Transamerica LTC and Transamerica NY

Annuity Contracting

Sell While You Sleep

Sell While You Sleep

Sell While You Sleep

Sell While You Sleep

To access online training for the contracting platform please click here, or watch the videos below:





Click Here to view our Contracting Infographic