Course curriculum

  • 1

    STEP 1: DOCUMENT SUBMISSION TO BACK OFFICE

    • 5 General Steps for Different Carriers Appointment

    • Explanation of DocuSign Process
  • 2

    SETUP: NATIONAL LIFE GROUP (NLG)

    • Application Process with NLG

    • NLG Appointment - Knowledge Check
  • 3

    SETUP - MULTIPLE ANNUITY COMPANIES

    • SureLC Activation and Annuity Carrier Contracts

    • Business Submission Portal

    • Update Your SureLC Account Documents
  • 4

    SETUP: LUMICO

    • Lumico Agent Application Instructions