HOME
"Think For Yourself"
Requirements
E & O Insurance
You are required to have E&O Insurance (Personal Liability coverage) to be contracted with the insurance carriers as an independent broker.
Preferred provider is Napa, please see direct link below:
Once purchased they will email you a copy of your E&O Insurance Certificate upon purchase, make sure to download and save the certificate.
AML Certificate
Ensure you have the Anti-Money
Laundering (AML) exam certificate
prepared as well. You can take the exam here.
Beneficiary
Please also select a beneficiary, such as
a family member or friend. Ensure you
have their contact information, address,
social, and date of birth.
Voided check or direct
deposit form​​
Make sure the info on your voided check
is accurate, especially your name. If not,
get a direct deposit letter from your
bank. Carriers will pay commissions
directly into the account you provide,
so confirm it's the right one.