Doing Business With Financial Brokerage


Before you write:
Are you Licensed in the state you’re writing business?
Have you submitted an appointment request for the appropriate carrier?
Have you completed your AML training (required every 2 years)?
Do you have current E&O?
Have you completed your carrier specific Annuity product training?
Contracting:
Click on Contracting tab

Click here for Electronic Contracting for LTC, DI and Life

Click on Continue to SurranceBay

Login to SurranceBay (new users must register first, this will be separate from the FB login)

Click on my profile

Complete all sections untli you have green check marks along the bottom of the page

Click on request appointment (top right)

Click on carrier and complete 4 step process

Additional training requirements:
If you live in one of the state listed below you are required by your state to take a Long-Term care certification course before writing LTC business. If you have not already provided proof that you have taken this course please fax to us at 402-334-6300 and we will update your SuranceBay profile. The states are as follows: AL, AK, AZ, AR, CA, CO, DE,FL, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, UT,VT, WA, WV and WI.
If you live in one of the state listed below you are required by your state to take NAIC annuity training courses before you write annuity business. If you have not already provided proof that you have taken this course please fax to us at 402-334-6300 and we will update your SuranceBay profile. The states that currently require annuity training are: AL, AK, AZ, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MA,MD, MI, MN, MS, MO, NE, NH, NJ, ND, OH, OK, OR, RI, SC, SD, TN, TX,UT, VA, WA, WV, WI and WY.