Licensing Papers

Licensing Papers Search
  Name Size Type Created On
Allianz License Papers 0.49 MB Acrobat 8/21/2007 
Allianz wants their agents appointed PRIOR to signing applications. Please fax back to us BEFORE submitting new business.
American Equity License Papers 0.52 MB Acrobat 3/28/2007 
Appointment application, Consumer Report Authorization, Agents Agreement
AVIVA Commission Assignment Form 0.11 MB Acrobat 1/31/2008 
Use ONLY if you want your commissions paid to someone other than yourself.
AVIVA License Papers 1.43 MB Acrobat 11/5/2007 
E&O Required! Appointment application, authorization, Anti-Money Laundering form (only needed if you took a course OTHER THAN LIMRA), amendment, Producer Contract.
AXA/Equitable/MONY License Papers 0.72 MB Acrobat 6/5/2007 
E&O REQUIRED! If you have taken your Anti-Money Laundering training from a vendor OTHER than LIMRA, please attach proof. Please complete and sign the Agent Profile and Independent Agent Sales Agreement.
Companion Life License Papers 0.9 MB Acrobat 5/8/2008 
ANTI-MONEY LAUNDERING REQUIRED! LIMRA is the ONLY acceptable course. E&O REQUIRED! Complete and sign Info Form, Disclosure, Special Agent Agreement.
Genworth - LTC - License Papers 1.57 MB Acrobat 6/25/2007 
For LTC only! Info form, Disclosure, Comp Arrangement, Advertising Guidelines, Agent Agreement.
Genworth Commission Assignment form 0.23 MB Acrobat 3/28/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Genworth NY - LIFE - License Papers 1.8 MB Acrobat 7/1/2008 
For Life and Annuity business only. LIMRA Anti-Money Laundering is required. LIMRA is the only course Genworth will accept. Need Producer Info form, Disclosure, Agent Agreement. If EFT not desired, commission will only pay quarterly. Please note special instructions if licensing in a corporate name.
John Hancock - LIFE - License Papers 0.35 MB Acrobat 3/28/2007 
E&O required! Information Sheet
John Hancock - LTC - License Papers 0.4 MB Acrobat 3/28/2007 
Must be appointed PRIOR to submitting your first app. Appointment Data Sheet. For LTC Only!
Lincoln Commission Assignment form 40.85 KB Acrobat 4/13/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Lincoln License Papers 1.33 MB Acrobat 4/13/2007 
Anti-Money Laundering Compliance required. Professional Profile, Disclosure Authorization, Producer Agreement.
Mass Mutual License Papers 0.81 MB Acrobat 3/28/2007 
MedAmerica License Papers 1.35 MB Acrobat 12/12/2007 
E&O REQUIRED! Complete and sign the Producer Profile & Producer Agreement. Be sure the license papers are dated one day before the date on the client's application.
Met - Long Term Care License Papers 0.45 MB Acrobat 3/28/2007 
Appointment form. For Long Term Care products only! If writing the partnership plan, also need a copy of your your Partnership Certificate.
MetLife - DISABILITY - License papers 1 MB Acrobat 8/27/2008 
For the sale of DISABILITY products ONLY. Appointment form, W-9, Disclosure, Producer Agreement.
MetLife-First MetLife License Papers 0.65 MB Acrobat 2/8/2008 
FOR LIFE PRODUCTS ONLY! Profile Form and Disclosure.
National Integrity License Papers 0.15 MB Acrobat 3/28/2007 
Agent Appointment questionaire. May fax back.
Old Mutual (NY) License Papers 1.57 MB Acrobat 5/7/2008 
Old Mutual prefers license papers be submitted PRIOR to your first application. Please complete and sign the Producer Info Form.
Penn Mutual - LIFE - License Papers 0.38 MB Acrobat 6/3/2008 
You MUST be appointed PRIOR to submitting business with Penn Mutual. E&O Required! Please complete and sign the Sub-Agent Appointment Form, Certification, and Disclosure.
Presidential Life License Papers 1.33 MB Acrobat 5/7/2008 
Anti-Money Laundering Required. Please be sure to complete and sign the Memorandum in this packet, as well as the Agent Info Form, W-9, Agent Agreement in duplicate, and the Direct Deposit form.
Principal Commission Assignment Form 71 KB Acrobat 3/28/2007 
Use ONLY if you want commissions paid to someone other than yourself.
Principal Life - License Papers 1.76 MB Acrobat 1/11/2008 
E&O REQUIRED. Need Producer Info form, Consumer Report Authorization, and Brokers DD715 contracts. If writing in a corporate name, Producer Info form is in corp name, and Producer Appointment form (in the packet)is in the name of the writing officer.
Protective Life Commission Assignment 78.6 KB Acrobat 3/28/2007 
Use ONLY if you want your commissions paid to someone other than yourself.
Protective Life License Papers 1.55 MB Acrobat 3/28/2007 
E&O REQUIRED! Background questionaire, W-9, NY certification, Commission Direct Deposit (MANDATORY), Agt Agreement, and add'l form if writing business as an officer/sub-licensee of a corporation. For Life products only.
Prudential License Papers 1.57 MB Acrobat 5/1/2008 
E&O Required! Confidential Data Sheet, Disclosure, Broker Agreement.
Reliastar - NY - License Papers 0.73 MB Acrobat 7/11/2008 
E&O Required! Please complete Application for Appointment and Contract. Please note Anti-Money Laundering requirements under Section E.
Reliastar Commission Assignment Form 0.11 MB Acrobat 8/27/2008 
Use ONLY if you want your commissions paid to someone other than yourself.
Security Mutual Licensing 18.58 KB Acrobat 6/13/2008 
Security Mutual is going "paperless". See attached instructions.
TransAmerica License Papers 1.47 MB Acrobat 3/28/2007 
Contracting & Licensing Application for individual or corporate. TransAmerica prefers the licensing before the 1st app.
U.S. Life License Papers 1.21 MB Acrobat 3/28/2007 
E&O REQUIRED! Agent's Profile & Producers contract needed to be submitted.
Union Central - CORPORATE- License Papers 1.13 MB Acrobat 3/11/2008 
E&O REQUIRED! Please be sure to complete and sign all forms in the packet that are also listed on the Checklist.
Union Central - INDIVIDUAL - License Papers 1.26 MB Acrobat 3/11/2008 
E&O REQUIRED! Use if conducting business in your individual name. There is seperate paperwork if conducting business in a corporate name. Be sure to complete and sign all ppwk in the packet.
Union Central Commission Assignment Form 54.7 KB Acrobat 3/28/2007 
Use only if you want commissions paid to someone other than yourself.
Wm Penn Commission Assignment Form 77.55 KB Acrobat 3/28/2007 
Use ONLY if you want commissions paid to someone other than yourself.
Wm Penn License Papers 1.05 MB Acrobat 3/28/2007 
Proof of Anti-Money Laundering Course completion required! Info Form, W-9, Signature Addendum, & Agt/Broker Contract.

 

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