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Are you new to LifePro? Click here to get appointed!

How to Get Appointed with LifePro

Step 1 - Gather items needed to get started

Copies of necessary documents:
  • State licenses
  • Voided check for direct deposit
  • E&O Coverage (if applicable)
  • Complete the LifePro Commission Agreement - Click here to Click to e-sign or download
  • Complete the LifePro Producers Group Agreement (optional - learn more) - Click here to e-sign or download

Step 2 - Submit paperwork through Sure LC

To get started, you want to click on the first link to create/log in to your contracting account!

  Create/Log in to Your Contracting Account

 Advisor User Guide - Web Version

   Advisor Signature Tips & Tricks

Watch the training video below for an easy step-by-step process of getting appointed!



Need additional help?

Step 3 - Continuing Education

Need to complete additional CE Trainings? -  www.webce.com

Step 4 - Anti-Money Laundering

Most top companies require that AML be completed through the LIMRA system at least ONCE every two years. Has your LIMRA been completed recently? If so, is it up to date and are the appropriate carriers selected to receive notification of your completion?

If you have already completed LIMRA AML training and just need to log to make sure refresher courses have been completed, (any course that appear in red must be completed to be AML compliant) or to select additional carriers, please log in here: http://nailba.limra.com/LIMRA/NAILBA_Login.aspx If you need to complete LIMRA for the first time:

  1. Please visit http://nailba.limra.com/Nailba_default.html
  2. Register as a new user if you have never completed AML through LIMRA before. Please make sure you record the username and password you set up.
  3. When asked which carriers you want the information reported to, be sure that any company that you’re appointing with/plan to appoint with is selected.
  4. Go through each section. Take the mini-test at the end.
  5. When through, it is a good idea to print out a screen shot that proves you've taken the training. All insurance companies you select will receive a report that you’ve taken the training, but it is good to have proof to back that up. Please Click Here to view an example of another agent’s screen shot. Email screen shots to LifePro at contracting@lifepro.com or fax to our attention at 858-630-3237. Please let us know if you have any difficulty printing or emailing the screen shots, they can be a little tricky sometimes.
  6. Your LIMRA courses are up to date if they all show “Completed” status, and not “Not Started” status.
  7. Please make sure all of the companies under the “Company Pages” section are in “Viewed” status instead of “Not Started” status. You can turn them to Viewed by clicking on each.

Please let us know when you’ve completed AML and pass us a copy of your screen shot via email (contracting@lifepro.com) or fax to (858)630-3237. We're happy to answer any questions that you may have. You may also contact LIMRA’s help line at (866) 364-2380 or email them at support@cfmpartners.com

Other Useful Links

The Contracting Division has its own dedicated fax number for you: 858-630-3237!