Now you’re ready to start the express on-boarding process.
Send an email to firstname.lastname@example.org with the subject line “Ready to Apply.”
Within 24 hours, you’ll receive an email from email@example.com with subject line On-boarding Application Questionnaire. (Make sure to check your spam filter in case the email gets caught!)
While you wait, make sure you have .pdf versions of the following items ready:
- State Insurance Licenses (if you’re licensed)
- Either a voided check (Requirements) or a bank letter (Requirements)
- Anti-Money Laundering Training Certificate (What’s this?)
After gathering these items, complete your application using the link in your email (note: some mobile devices and tablets are not compatible with the application).
So we know how to move forward, do you already have your state life/health insurance license?