Create a profile on SureLC to get contracted with the carriers
SureLC Link
You will need PDF copies of the following to upload:
-Voided check
-Your insurance license certificate
http://www.insurance.ca.gov/0200-industry/0075-print-lic/
You will also need to have:
Errors & Omissions Certificate
**If you do not already have E&O Insurance you can go to http://www.napa-benefits.org/ ($140 down and $34.50/mo after that for agents over 2 years, a little cheaper if under 2 years) Option B includes life, health, Medicare and fixed indexed annuities.
AML certificate (this anti-money laundering course will be taken later in the process and you can go back to upload after it’s completed. You need to be contracted with Americo or Mutual of Omaha first and they will sponsor you for it thru LIMRA’s system)
Need more details? Contact us
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