SFG New Agent
Contracting Packet
Current Agents:
Follow the link below to send your new agents the contracting agreement link. If you do not have the username and password, please ask your mentor for the username and password.
CLICK HERE FOR CONTRACTING LINK
On-Coming Agents:
To ensure that you complete the packet entirely and correctly, use the checklist below or visit our Protocol Manual Page for detailed instructions and reminders.
CONTRACTING CHECKLIST:
Included 7 years’ worth of employment history and explained any gaps of 60 days or more.
Included 7 years’ worth of address history (No gaps from one address to the next).
Marked "yes" or "no" to all questions on the legal questionnaire form and explained any legal questions marked ‘yes’ on background explanation form providing full dates (month, day & year) for when event or action took place.
Included voided check or direct deposit form (See Protocol for requirements).
Completed Anti-Money Laundering Course through Web CE, AmAm or LIMRA.
AmAm AML: Included Anti-Money Laundering Course Certificate and included date on page 7 of packet.
Attached copy of producer license (Only required if already licensed).