LICENSING CHECKLIST

FOLLOW THESE STEP-BY-STEP in ORDER

☐ Reach out to your Manager for an enrollment code to XCEL

- "Add To Cart" - Life & Health Insurance License Study Package for your State

☐ Review licensing requirements by state: HERE

☐ Schedule exam date through your resident State's Department of Insurance Proctoring Service

☐ Inform your manager of exam date

☐ Study for exam

- Complete all chapter quizzes. Pass your simulator exam before sitting for the main test.

☐ Take – and Pass Your Exam!

☐ Get fingerprints done (if applicable)

- Review requirements by state: HERE

☐ Submit application for your Life & Health Insurance License: HERE

- Call your resident State’s Department of Insurance if unclear

☐ Get National Producer Number (NPN) & State License: HERE

☐ Create a new, business-specific email address

- We recommend this new email address to be FirstNameLastName.FFL@gmail.com

☐ Send your First and Last Name (as it appears on your Insurance License), NPN, your new business Email Address to your manager