We Are Excited to Get to Work
Before we start submitting business, there are a few things that need to be completed. There is a contracting packet that must be completed and returned so we can organize your appointments with carriers. Please read through the Contracting Instructions, fill out the Contracting Packet and return it to email@example.com.
Anti-Money Laundering (AML)
Most carriers require AML to be completed every 24 months. The list below are the most widely accepted vendors carrier-wide.
|FINRA||AML-Retail: Variable Annuities and Variable Life Insurance||https://finraeducation.plateau.com|
|Insurance Training Associates||Money Laundering and the Insurance Agent||http://itaamerica.com/|
|Kaplan||AML Training Program for Life Insurance Agents||http://www.kfeducation.com|
|LIMRA||Stages of AML-AML For Insurance Review||http://www.aml.limra.com|
|QuestCE||AML Regulations and Ramifications||https://learn.questce.com|
|RegEd||AML CE course for Insurance||https://www.reged.com|
|Sandi Kruise Training||AML CE course for Insurance Agents and Brokers||http://www.kruise.com|
|WebCE||AML for the Insurance Industry||http://webce.com/|
Errors & Omissions Insurance (E&O)
E&O is very important in this industry. If you need to obtain E&O, please visit http://eno.surancebay.com
Long Term Care & Annuity Sales
LTC sales require an initial 8-hour training, with a 4-hour refresher needed every 24 months. This training must be completed prior to solicitation on LTC products and/or LTC riders.
Fixed annuities require a 4-hour state-specific training and must be completed prior to solicitation of business. In addition, each carrier will have a product-specific training that will also need to be completed prior to solicitation.