Contracting & Appointing
Get licensed, contracted, and ready to write business. Follow these steps in order.
Getting Started Checklist
Get Your State Insurance License
Register at your state's Department of Insurance. Most agents use Pearson VUE or PSI. Pass the Life & Health exam.
Register with NIPR
The National Insurance Producer Registry stores your license and allows you to add non-resident licenses. Go to nipr.com.
Complete AML Training
Anti-Money Laundering training is required for many carriers. Complete via LIMRA or your carrier portal before submitting contracting.
Get E&O Insurance
Errors & Omissions coverage is required by most carriers. SFG has preferred rates — ask your upline for the current provider.
Submit Contracting via SureLC
Log in to SureLC and submit contracting for each carrier. Your upline will approve your hierarchy.
Carrier Appointments
Each carrier will appoint you in your state after contracting. You'll receive a welcome email with your agent number when live.
Carrier Quote Links
Use sfgquotes.com for all carrier quotes.
| Carrier | Product Type | Portal / Quote Link |
|---|---|---|
| Americo | Final Expense | SFG Quotes → |
| Mutual of Omaha | Final Expense / Term | SFG Quotes → |
| American Amicable | Mortgage Protection | SFG Quotes → |
| North American | Annuities / IUL | SFG Quotes → |
| Global Atlantic | IUL / FE | SFG Quotes → |
| National Life Group | Term / IUL | SFG Quotes → |