To obtain carrier appointment forms, please select the button above and let us know the following:
Name of the Carrier you would like to be appointed with?
Which type of product will you be selling (Life, LTC)?
Will commissions be paid to you or your firm?
If commissions are paid to your firm, are you an officer?
Do you know if the firm is already appointed? If the firm is already appointed, please advise the firm TIN and we will send you solicitor forms.
Most Carriers process appointments on a just-in-time basis, which means they will not process licensing forms until a new business case is submitted.
There are both Federal and Carrier Anti Money Laundering Training requirements. You can complete the courses for free on LIMRA.
User ID: first 4 letters of your last name and last 6 digits of your social.
First time password: your last name in lower-case letters.
The NIPR website can assist you in obtaining resident and non-resident state licenses. You must hold an active state license before taking a new business application.
The WebEX website can assist you in obtaining first time as well as refresher CE courses for Life and LTC CE requirements. Reminder - LTC CE must be completed PRIOR to dating a new business application.