Get Started

Let's map your path to producing.

Four quick questions about what you want to sell and where you are today. No securities license required for anything we offer.

Lines of business

Where you are

State & payee

Your plan

Step 1 of 4

What do you want to sell?

Select every line you're interested in — most agents start with one and add from there.

Health Insurance

Both of these run on the same Accident & Health license. Adding the second one is mostly a certification, not a new license.

Life Insurance

All three run on the same Life license. Pick one or all three — the getting-started work is nearly identical.

Ancillary

The supplemental products that pair with a core health plan. They work with Medicare clients AND under-65 ACA clients — same license, twice the market.

Annuities

Everything we offer is a FIXED product. No securities license, no broker-dealer, no Series exams.

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