In several product lines, there are various federal, state or carrier-required steps which must be completed before writing business. For example, Life Insurance or Annuities may require “AML” (Anti-Money Laundering) training completion and Annuity Suitability or LTCI Certification/training may be required.
If you have questions or are uncertain about the requirements for a particular product, please ask your product Sales Solution Consultant for details and/or direction at 800-695-8224:
- Life Insurance – Option 3
- LTC Insurance – Option 2
- Annuity – x109
- General Licensing Questions – x129