Contracting Rules
ATTENTION AGENTS:
**Some States require State specific CE training BEFORE writing new business.
**Most carriers have adopted Product Specific Training to be completed BEFORE writing new business.
**Some States require State specific CE training BEFORE writing new business.
**Most carriers have adopted Product Specific Training to be completed BEFORE writing new business.
Universal Appointment paperwork “click here“
Contracting Rules |
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Carrier Name | Description | |
Accordia Life | Life Carrier. E&O and EFT required. | |
Allianz Standard Contract | Life & Annuity. EFT and E&O required. | |
American Equity | Annuity Carrier only. E&O not required. Dual appointment Not allowed. EFT optional. | |
American General | Life and Annuity Carrier. Dual appointment allowed. E&O & EFT required. | |
American National | Life and Annuity Carrier. E&O and EFT required. | |
Assurity Life | Life Carrier Only. Dual appointment Not allowed. E&O & EFT required | |
Athene (formerly Presidential) | Annuity Only Carrier. EFT required. Resident & Non-resident fees required. Dual appointment allowed. | |
AXA/MONY | Life only carrier. E&O required. Dual contracting allowed. EFT not required. | |
Banner Life | Life Carrier only. Dual contracting allowed. EFT not required. | |
Cincinnati Life | Life Carrier only. EFT required. | |
EquiTrust | Annuity & Life Carrier. E&O and EFT required. | |
Fidelity Life | Life Carrier Only. E&O not required, EFT required | |
F&G – Fidelity & Guaranty | Life and Annuity Carrier. E&O only required in KY, MS & AL. EFT Required | |
Fore Thought | Annuity Carrier Only. E&O Not required. EFT optional | |
Genworth Financial | Life, Annuity & LTC Carrier. Includes NY. EFT not required. | |
Gerber Life Agency & Principal Contract | E&O and EFT required | |
Gerber Life Writing Agent Contract | E&O and EFT required | |
Great American | Annuity Carrier Only. EFT and E&O required. | |
Guaranty Life (GILICO) | Annuity Carrier Only. E&O required in AL. | |
Guggenheim Life and Annuity Company | CA Contract Only. E&O required | |
Guggenheim Life and Annuity Company | All states except CA. Annuity only contract. E&O required. | |
Integrity | Annuity Carrier Only. E&O not required. EFT optional | |
John Hancock LTC | LTC Only Contract. E&O required. EFT optional | |
John Hancock Life | Life Only Contract. E&O required. Dual appointment allowed. EFT required. | |
Legacy Assurity SPWL | Life Only Carrier. E&O Required. EFT not available. SPWL life product Only. | |
Legacy Marketing Americo Products | Annuity Only. E&O and EFT required | |
Legacy Marketing Group | E&O required. EFT optional | |
Lincoln Financial | Life and Annuity Carrier. E&O is required. Dual appointment allowed. EFT Required. | |
Metropolitan Life (Disability) | Disability Only. E&O required. EFT optional | |
MetLife (Life) | Life Only Carrier. E&O required. EFT optional | |
MN Life | LIFE ONLY Contract. E&O and EFT required | |
National Western Annuity | Annuity Only contract. . E&O not required. EFT optional. | |
National Western Life | Life Only contract. EFT and E&O not required. | |
North American (NACOLAH) | Life and Annuity contract. E&O and EFT Required. Dual appointment allowed up to 2 contracts. | |
One America | Life, Annuity & LTC Contract. EFT and E&O required | |
Penn Mutual Annuity | Annuity Only Contract | |
Phoenix | Life & Annuity Contract | |
Principal Contracting | Life and Annuity Carrier. E&O and EFT required. Dual appointment allowed. | |
Protective Life | Life and Annuity Carrier. E&O and EFT required | |
Prudential Financial | Life Only Carrier. E&O required. EFT Required. Dual appointment allowed. | |
Royal Neighbors of America | Life and Annuity Carrier. E&O and EFT required. | |
Sagicor | Life and Annuity Carrier. EFT and E&O required. Dual appointment Not allowed. | |
Sentinel | Annuity and MedSupp Carrier. E&O and EFT required | |
Standard Insurance | Annuity Only Carrier. E&O and EFT required | |
Symetra Financial | Life and Annuity Carrier. E&O not required. | |
Transamerica | Life Only Carrier. E&O and EFT required. | |
Transamerica for NY | Life and Annuity Carrier. EFT and E&O required. | |
United of Omaha/Mutual Of Omaha | Life and Annuity Carrier. E&O Required. Dual appointment allowed. | |
Voya Annuity (formerly ING USA) | Annuity Carrier Only. E&O required. Dual appointment Not allowed. EFT optional. |
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