Set up Direct Deposit; *Direct Deposit is not required if you wish to receive a Hard Check.
Your first payment will be a hard check, you can request a Direct Deposit Form from Agent Services after you receive your first check.
Set up Errors & Omissions Insurance (E&O) $32 monthly State Requirement All providers require you have E&O to transact business with them. To Sign Up (click on link below) NAPA *Make sure you choose Option B (to include Annuities) The payment is $132 down then $32 p/mos or it can be paid Annually $434 (recommended)
Make sure your courses Anti Money Laundering, CA Annuity Course are active (if applicable)-
One appointment has been seen in it could take anywhere from a few days to 1 week to be able to submit business. you
*It is important to know that if your team writes a piece of business with a provider that you are not appointed with, you will not receive a supervisor override. Make sure you ask your teammates which companies they are appointed & writing business with.
It is your responsibility to confirm all the documents are received.
Congratulations you have completed the Licensing Process & are ready to earn an income & build your Financial Services Business in the Highest Compensated Industry in the World!