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Email Login Knowledge Database
 


Appointment Papers - Fax to 972-395-3653
DO NOT FAX PAGES THAT DO NOT HAVE SIGNATURES OR YOUR INFO

Be sure to include a voided check and a copy of your insurance license.
Old Mutual Transfer form (if you have been appointed before)
OM Contract ( if you have never been appointed before) download and complete ) - download instructions download contracts  w-9 annualization  state requirement You need to attach the new agent form as well. Does not require E&O insurance

Fidelity Life  - download application  download agent agreement download Advance Commission Agreement( complete both forms) Does not require E&O insurance

AIG Appointment Papers - download forms Does not require E&O insurance
Life Investors Appointment Papers - download forms  Does not require E&O insurance
Mutual of Omaha (United  of Omaha) - download forms  (if previously appointed complete transfer form as well State Approvals (products) Requires E&O insurance

Americo - download forms  Transfer Form State Approvals (products)  Requires E&O insurance
Assurity - download forms Requires E&O insurance

Software Downloads

Mutual of Omaha  download  *Run a Winflex update prior to installing.

AIG (user ID -->  download  AIGLB  password--> SEPCD
OM FG Life (Home Certain password is --> HomeWork)  - download (1)    download (2) update

Life Investors  download
 

Forms

Business Card Template - download PDF format
Credit Card Form - download (MS word doc)
Misc Forms - referral

Error and Omission Insurance
Old Mutual - download
Assurity Life  - https://tipu.calsurance.com/calsurancecom/calsurance/index.aspx  (For all insurance companies )

Licensing
Non-Residence License - www.sircon.com - Apply - pay fees on line
Base Course – Complete the AML course OR the Self-Certification.  - https://aml.limra.com

Processing - Helpful Info
Physician Lookup - address -  http://www.ama-assn.org/

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