Step 1. Request Contract

You should receive your contracting link in the next 24-48 business hours.  If you do not, please contact your recruiter.  In the meantime, there are a few things you will need in order to complete your paperwork.

  1. Anti Money Laundering (AML) training (see instructions below).
  2. State Issued Life Insurance License or receipt of pre-licensing course enrollment. You will submit this after you’ve completed the online course.  Go ahead and fill out the contract and upload your license when you get it.
  3. Electronic Funds Transfer (EFT) Verification (for direct deposit of commissions).  Acceptable forms of verification are either a voided check with check number over #100 or a letter from your bank on bank letterhead containing the routing and account number.  No starter checks or deposit slips may be used.


Anti-Money Laundering

Once finished, print or save a copy of your certificate of completion. You will be asked to and attach it to this contracting packet. When you’re filling out your contracting paperwork, they will require that you upload proof of completion of the anti-money laundering course.  To complete this 20-minute course, follow the instructions below.

  1. Click here
  2. Click Login -> Agent
    • Agent Number: aml
    • Password: course