Licensing & Appointing

Getting a Recruit through Bamboo

Signing up to PHP Agency !

• Go to your Bamboo and “Enroll Associate”

Signing up to PHP Agency !

• Fill in Everything that’s Required

Enter the UPLINE Code,

YOUR CODE, or whoever it is that the New Agent will go under

ENROLLING IN� XCEL

In TEXAS

Welcome to PHP Agency !

• I’m a new agent in PHP, what do I do Next?

→ Get into your Classes !!!

https://www.xcelsolutions.com/

XCEL TESTING SOLUTIONS !

• Scroll Down and Click ENROLL on the Website:

https://www.xcelsolutions.com/

Get into your Classes Through XCEL !!!

• Select “Insurance English or Spanish Pre-Licensing Bundle courses”

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https://www.xcelsolutions.com/

Get into your Classes Through EXCEL !!!

• Select the STATE on the Website:

IF THE STATE IS NOT ONE OF THE OPTIONS, YOU NEED TO GO THROUGH OTHER SCHOOL VENDORS:

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I.E :

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https://www.examfx.com/

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Get into your Classes Through EXCEL !!!

• Click on the Price to “Add to cart”:

Sign Up for LIFE ONLY Pre Licensing Class

Click the Price !!

Get into your Classes Through EXCEL !!!

• Input Discount Code for PHP Agency!

ASK YOUR MD FOR CODE

This Discount code will bring the price to $19.95 For Texas

Get into your Classes Through XCEL !!!

• Sign Up as a new person

Click on SIGN UP !!

FILL IN YOUR INFORMATION

• Fill in your information

Fill in Everything that is REQUIRED

FILL IN YOUR INFORMATION

Click I Agree to terms

FILL IN YOUR INFORMATION

Click VIEW COURSE

Get into your Classes Through XCEL !!!

• You will then Start your courses!!

Make sure Each Chapter says COMPLETE before you move on to the next.

Intro Video

Intro Video

Intro Video

Intro Video

Complete Final Exam

• Make sure you COMPLETE/ Practice the FINAL EXAM

This is the Best thing you can do before the State Exam

Classes

• Do the Final Exam at least 3 times, the more the better

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• Learn the Lingo of the test!
• Memorize the “indemnity” Word LOL
• Make Flashcards, pictures, etc

Know the Required Hours for the State

• Make sure you are aware of how many Hours your state REQUIRES!!

https://prepare2pass.com/requirements

Get into your Classes Through XCEL !!!

• Select your State.

https://prepare2pass.com/requirements

Ex: Alabama Requires you to complete 20 Hours of study time.

Check Hours Requirements

• Select your State.

https://prepare2pass.com/requirements

You will find how much fingerprints are and the Licensing fee

BOOKING YOUR TEST

In TEXAS

Google “Texas Pearson Vue”

Create an Account for “Pearson Vue”

Create an Account!!

Check the Boxes off and hit AGREE

Fill Everything that is Required (step 1)

Fill Everything that is Required (step 2)

Fill Everything that is Required (step 3)

Click on View Exams

Pick Online or Test Center

Pick

ONLINE or

TEST CENTER

Select Your Test

Life ONLY

Agree to Terms

Select Your Time Zone

Select your Preferred date and Explore More Times

Review Everything and Continue to Payment

BOOKING YOUR TEST

OUTSIDE of Texas

Get into a test!

• If you’re not from CALI, Use AD Banker:

https://www.adbanker.com/

Get into a test!

• Select Your State:

Get into a test!

• Click On State “Requirements”:

Get into a test!

• Click On Testing site:

Click this link and it will take you to the actual Test Website

Get into a test!

• Follow Instructions for State Website:

Follow the Steps as you would in any other webpage

Once you Pass your State Test

File for your License through Sircon or NIPR!!

Once you Pass your test!!!

• File for your license On Sircon or NIPR:

https://nipr.com/

https://www.sircon.com/

We are going to use Sircon.com

Once you Pass your test!!!

• File for your license with Sircon:

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Once you Pass your test!!!

• File for your license with Sircon:

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Each State Has diff Fees:

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TX is $61.13

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Once you Pass your test!!!

• Fill in your info.

Select Your State

Select the License

• Enter License Type

If you took the LIFE ONLY License Test →

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Please select �“Life Agent Individual”

Once you Pass your test!!!

• Enter Qualification

Select the Qualification, If you took the LIFE ONLY TEST, the “Life” Option should be your only Qualification.

Once you Pass your test!!!

• Enter individual

information

Fill in everything that is REQUIRED.

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For ALIAS, If you have never used another Name in your life, just leave blank although it says Required.

Business Address:

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7300 Ranch Road 2222

Building 3, Ste 200

Austin, TX 78730

HOME

Address:

Once you Pass your test!!!

• Enter Employment

Information

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HAS TO BE

At LEAST 5 Yrs!!!

If you are going to be inputting more than 1 job, make sure you don't have more than 1 month GAP from date of start to date of end from Next Job.

Background Qs

• You will need your fingerprints receipt for this one

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• Make sure you Disclose Any Background issue Here!!!

Answer “NO”

Once you Pass your test!!!

• Don’t forget to certify that everything is correct.

Once you Pass your test!!!

• Sign That you agree to payment by using your email.

Once you Pass your test!!!

• Don’t forget to Write down your Confirmation #�To track the status of your license

How can I download my license?

Depending on the state where you’re in, time for your license to post, varies.

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Ex:

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Texas is 24-48hrs turn around

Cali takes 7-10 Business days

Other States Vary.

Download your License From Texas state

How do I know I got my License Ready?

Google “NIPR Print my License”

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How do I know I got my License Ready?

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Save it in PDF

https://nipr.com/help/look-up-your-npn

How do I know I got my License Ready?

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Save it in PDF!

Upload License to BAMBOO

Upload to Bamboo

Make SURE its in PDF!!

Accept E&O Insurance

E&O Insurance

You Accept E&O with your PIN

You find PIN in your PROFILE!!

Errors and Omissions - professional liability insurance that protects against claims of inadequate work or negligent actions. It protects you and your business from claims if a client sues for negligent acts, errors or omissions committed during business activities that result in a financial loss

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Who Needs E&O Coverage? - Anyone who provides a service requires E&O insurance including financial services, insurance agents, doctors, lawyers, and wedding planners.

How do I find My PIN??

In your PROFILE:

E&O Insurance

You Find your PIN to Accept, in your PROFILE

Get your

CE Courses Done!

For TEXAS

https://successce.com/php/

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CE Courses through Success CE

Carriers Require you to have your:

• Anti Money Laundering
• Annuity Training “Regulation Best Interest”

**Courses Change according to the state

https://successce.com/php/

This link has the Discount Embedded!!

CE Courses

• Create an Account
• Purchase Courses depending on the state Requirements

Fill Everything REQUIRED, Including the NPN (Click the link if you need to Find it)

These are the Classes For TEXAS ONLY, Other States have different names for each Class.

CE Courses

CE Courses

CE Courses

• Example: Texas, it is $24.35

Pay!!

CE Courses

• Complete the Tests and Download The Certificates.
• Make sure you Download them PDF !!!

CE Courses

• Submit them on Bamboo PDF!!

New Business → Licensing & Contracting → CE Courses

CE Courses

• Submit them on Bamboo PDF!!

New Business → Licensing & Contracting → CE Courses

Get Appointed with Carriers

Make sure you have uploaded Your License, Signed for E&O and completed your CE Courses or you will be DENIED Appointments with Carriers

Appointing

• The ones with STARS on them are High Priority

Appointing

• Getting Appointed with NLG

DO THIS ONE FIRST !!!

Appointing

• #1 NLG

Submit your AML or Annuity certificate and COMPLETE the Next day EMAIL!

Getting Appointed with SILAC

Appointing

• #1 SILAC

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Appointing

• #1 SILAC

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Appointing

• #1 SILAC

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Enter ALL one by one

Appointing

• #1 SILAC

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Getting Appointed with

NLG

Appointing for NLG

• You will receive 2 emails!

Appointing for NLG

Appointing for NLG

Fill in everything with Asterisks

Appointing for NLG

Appointing for NLG

This is Optional

Appointing for NLG

Appointing for NLG

Appointing for NLG

Appointing for NLG

Appointing for NLG

Fill As Shown

Appointing for NLG

Follow the Format!

PHP Phone # is 469-917-4600

Put NO for FINRA

Appointing for NLG

Appointing for NLG

Appointing for NLG

Try to find your license through here. Otherwise you need to enter it Manually.

Appointing for NLG

Answer All your Background Questions Truthfully!

Appointing for NLG

Appointing for NLG

Follow these EXACT Steps

Appointing for NLG

“Do you have anything to Disclose?”

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If no, select “NO”

Appointing for NLG

Getting Appointed with North American

Appointing

• North American

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Appointing

• North American

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Appointing

• North American

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Enter ALL one by one

Appointing

• North American

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Finish all trainings at once.

Appointing

• North American

HAVE LIMRA AML or WEB CE + Complete Trainings

https://www.reged.com/annuities-training-platform/

Keep hitting Next until it’s done

Click ATTEST

Getting Appointed with Fidelity & Guaranty

Appointing

• The ones with STARS on them are High Priority

Appointing

• It will bring you here, select “Create Account”

Appointing

• It will bring you here, select “Create Account”

Appointing

• It will bring you here, select “Create Account”

Appointing

• It will bring you here, select “Create Account”

Appointing

• It will bring you here, select “Create Account”

Appointing

• It will bring you here, select “Create Account”

Getting Appointed AIG, ANICO, and Foresters

Appointing

• The ones with STARS on them are High Priority

Appointing

• It will bring you here, select “Create Account”

Appointing

• In the next page, fill in all your information.

Appointing

• Next step is to upload appointment paperwork

Appointing

• Next step is to select carrier

Appointing

• Select the products & states you’re requesting to get appointed through (should be resident state). Select Next

Appointing

• Input all missing information on application

Appointing

• Review application and sign

SIGN HERE

Appointing

• Once submitted, you will be able to see status on the Contracting Requests

DONE

• Now we just Wait for your Writing Codes to come in!!

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Ex: Estimated time for Company Codes:

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• NLG - 3-5 business days after completing email
• ANICO - 3-5 business days after submission
• AIG - 3-5 business days after submission