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Christy's Blog

Just in Time Processing: How it Affects You

Our licensing team informs you on what you need to know about just in time procedures and processing.

Tips and Tricks from Licensing

Paperwork is tedious, time consuming and requires a lot of attention to detail. No wonder none of us like to do it. However, filling out paperwork is a necessary task in this industry. Therefore, Licensing would like to share a few tips and tricks with you that will help speed up the processing time of your paperwork.

On the Move? Things to Know Before you go!

Moving can be exciting, but also requires a lot of attention to details. While you are unpacking and trying to get things setup in your new space, you should remember to notify 2 entities.

Helpful Tips for Continuing Education

Did you know that it could take the Continuing Education (CE) vendors 3 to 5 business days to upload your courses to the state’s Department of Insurance? Therefore, it is very important to make sure you complete any required CE at least a week before you want to renew your appointment.

Understanding the License Renewal Notice E-mail

Every month, Licensing sends an e-mail to all the agents that have state licenses that will expire within the next 60 days. This notice allows for time to complete any necessary Continuing Education and to renew your license with the applicable state(s) prior to expiration. Here are some FAQs to help further your understanding of this process.

More States Added: NAIC Annuity Training

Do you do sell annuities in one of the thirty-eight states that has adopted the NAIC Suitability in Annuity Transactions Model Regulation? As more states adopt this regulation, more agents must complete annuity training. Are you compliant? The Frequently Asked Questions below will help you understand the requirements.

Change of Address? What you need to know.

Moving your home or office can be overwhelming with the thousands of details that need to be done. While you are unpacking and trying to get things setup, you should remember to notify 2 entities.

Licensing: The Importance of Using Your Legal Name

If you are one of the many advisors that use a nickname, do not forget to use your legal name on your appointment paperwork, new business application, and other legal documents.

Pre-appointment states and how they affect your business

Are you ready to solicit your next case? Have you checked on your appointment status? Are you already appointed with that carrier in the application state? Does the state require you to be appointed before you can solicit the product? Having the answers to these questions before you solicit new business can save you time and headaches during the process.

Anti-Money Laundering (AML) Training Requirements for Various Carriers

Do you feel like you are completing AML training more than once every 24 months because certain carriers won’t accept the AML training you have already completed? Is your appointment or new business being held up because of AML training? In this article, you will find information to help guide you the next time you need to complete AML training.

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