Step 1: Complete The Contracting & Appointment Packet 

Contracting and Appointment Packet Link

Step 2: Review Additional Requirements 

 

  • Annuities and LTC: Be sure that any state mandated continuing education is current. Many states require follow up C. E. every 2 years. Applications from Advisor with non-current C. E. will be rejected and returned by the carriers as mandated by the Department of Insurance in that State. 

 

  • Annuities: According to NAIC Model Regulation 275, each Advisor is required to complete product specific training modules through each insurance carrier prior to the date of an annuity application. Applications from Advisors who have not completed the training will be rejected and returned by the carriers, according to each state’s requirements. 

State Requirements 

Carrier Specific Annuity Product Training Links

 

Step 3: Submit Completed Contracting & Appointment Packet

Simply follow the instructions on the first page of the packet, including filling out all applicable pages of the packet. Then submit your completed & signed packet to the LifeBrokers Contracting Team via mail, email or fax.

SureLC Advisor Website Access Link

Contact Our Contracting Department

Phone: 602-494-9500 ext. 103 Fax: 602-494-0500 

General: licensing@lbiusa.com   

Sue Morrison Contracting Manager: smorrison@lbiusa.com