Getting started is easy!!!
- Obtain the “licensing and product guide” from CFC office.
- Variable Annuities Broker/Dealer Selling Agreement
- Variable Annuities Appointment with variable companies through your Broker/ Dealer
- Fixed Annuities Appointment paperwork for Insurance Companies
- Return appointment paperwork as directed in the licensing guide
- Once your appointments are approved, you are ready to submit business.
NOTE: Once you are appointed, you will receive instructions/passwords to utilize websites to obtain product information, applications, and brochures and even track your submitted/pending business.
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