Licensing & Contracting

licensing-contracting

Signature Financial Brokerage Contracting

 

Below is a list of requirements needed in order to complete the contracting processing.

 1. Licensing Questionnaire

 2. Carrier Appointment Application

 3. Electronic Funds Transfer (void check included)

 4. Copy of current E&O Coverage

 5. Agent/Agency State Insurance License

    • Annuity – state specific 4-hour completion certificate
    • Life Insurance – anti-money laundering certificate
    • Long-Term Care Insurance – CE certificates for initial 8-hour and current 4-hour completion certificate

Please send this information to Linda Thomas via email lindat@sfbrokerage.com or fax 614-846-6419.

When commissions are assigned to an agency, the application must be signed by an officer. Contact us for additional information when writing business outside your resident state. For any questions, please call Linda Thomas at 614-846-6000 ext 111.