Your Path to Success with Legacy Insurance

You're Licensed? Great! Let's Get You Started

Congratulations on already having your license! You're one step ahead in your journey with Legacy Insurance. Our licensing coordinator will guide you through the appointment process, but you can also follow these steps to expedite your onboarding:

Step 1: Complete Pre-Appointment Checklist

Ensure you've completed the following courses:

- Anti-Money Laundering Course
- Initial Annuity Training (8 hours)
- Initial Long-Term Care Course

Visit our designated training portal to complete these courses:

1. Click on "Course Catalog"
2. Select "Continuing Education"
3. Choose "Initial Product Training"
4. Select your state of residence
5. Add the required courses to your cart
6. Complete the payment process
7. Begin your training

Step 2: Set Up Errors & Omissions (E&O) Coverage

You'll need your own E&O policy to work with Legacy Insurance:

1. Visit our designated E&O provider's website
2. Enter your Agent ID and email
3. Follow the prompts to set up your coverage

Step 3: Set Up Direct Deposit

To ensure prompt payment of your commissions:

1. Log into our agent portal
2. Navigate to "Administration" > "Electronic Forms"
3. Select "Direct Deposit Authorization Agreement Form"
4. Provide the following information:

- Your bank's name
- Account information
- Type of bank account
- Account owners

Note: Setting up direct deposit is crucial to avoid processing fees on commission checks.

Step 4: Complete Carrier Appointments

Our licensing coordinator will guide you through the process of getting appointed with our partner carriers. This typically involves:

- Submitting background check information
- Completing carrier-specific training
- Signing appointment paperwork

Step 5: Access Our Sales Tools and Resources

Once your appointments are complete:

1. Log into our agent portal
2. Familiarize yourself with our quoting tools
3. Review our product guides and sales materials
4. Access our client management system

Next Steps

With these steps completed, you'll be ready to start selling! Your next moves should be:

1. Schedule a meeting with your mentor to discuss your business plan
2. Set up your first client appointments
3. Begin your ongoing product and sales training

Remember, our team is here to support you every step of the way. If you have any questions during this process, don't hesitate to reach out to your licensing coordinator or mentor.

Ready to take your insurance career to the next level with Legacy Insurance? Let's get started!

[Begin Appointment Process]

No License? No Problem!

Don't worry if you're not licensed yet – we're here to help you through every step of the process. Our licensing coordinator will reach out to guide you, but here's an overview of what to expect:

Step 1: Sign Up for Exam Prep

1. Visit our partner exam prep website
2. Click on "Enroll"
3. Select "Insurance Pre-Licensing Bundle"
4. Choose your resident state
5. Select "Life Insurance Pre-Licensing"
6. Add to cart and proceed to checkout
7. Enter discount code: LEGACY
8. Create your student account
- For hiring manager, enter: [Your Hiring Manager's Name]
- For hiring manager's email, enter: [Your Company Email]
9. Complete payment for the pre-licensing course

Step 2: Complete Your Pre-Licensing Course

- Study diligently and complete all course materials
- Take practice exams until you consistently score 80% or higher

Step 3: Register for the State Exam

- Visit your state's Insurance Department website for specific requirements
- Use the provided state-specific licensing exam scheduling link
- Choose a convenient date and time for your exam

Step 4: Take and Pass Your Exam

- Arrive early on exam day with required identification
- Stay calm and apply the knowledge you've gained
- Upon passing, save your score report – you'll need it for the next step

Step 5: Apply for Your License

1. Wait 24 hours after passing your exam
2. Visit the National Insurance Producer Registry (NIPR) website
3. Click on "Individual" and select "Social Security Number"
4. Fill out your personal information
5. Select "Producer Licensing" > "Initial" > "Resident"
6. Choose your resident state
7. Select "Life" (add "Accident & Health" if applicable)
8. Complete all required information, including background check
9. Pay the licensing fee

Note: License approval typically takes 2-3 weeks.

Step 6: Complete Post-License Requirements

1. Check your email for a discount code for continuing education classes
2. Complete required courses: Life, Annuity, Anti-Money Laundering (AML), Long Term Care, and Health Insurance CE
3. Upload your AML Certificate to our agent portal:
- Go to Menu > Administration > Electronic Forms
- Select "AML Certification"
- Enter completion date and attach your certificate

Next Steps

Once you receive your license:

1. Notify your licensing coordinator
2. Begin the carrier appointment process
3. Start your product training

Remember, we're here to support you throughout this process. If you have any questions or need assistance, don't hesitate to reach out to your licensing coordinator or mentor.

Ready to start your journey to becoming a licensed insurance professional with Legacy Insurance? Let's begin!

[Start Licensing Process]