Planning Excellence for Life

Contracting / Licensing


Get Contracted Now in 1 Easy Step

Complete The Easy Online Contracting

Connect to SureLC

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  • New users please click the new user link to create your login credentials. Please keep track of your password.
  • Complete each screen, much of your information is pulled directly from NIPR. All fields with a red bullet point are required and you can move forward with a green checkmark. Please be sure to verify that all this information is correct.
  • Upload the following documents: Background Explanations, Voided Check, E&O, AML and most importantly a signature authorization form or signature capture.
  • Watch this Instruction video that should answer your questions

Review Additional Requirements

  • AML: The AML (Anti-Money Laundering) refresher course must be completed on a yearly basis. This training can be done online at https://aml.limra.com/LimraLogin.aspx or with a 3rd party vendor.
  • Annuities and LTC: Be sure that any state mandated continuing education is current. Many states require follow up C.E. every 2 years. Applications from agents with non-current C.E. will be rejected and returned to the carriers as mandated by the Department of Insurance in that state.
  • Annuities: According to NAIC Model Regulation 275, each agent is required to complete product specific training modules through each insurance carrier prior to the date of an annuity application. Applications from agents who have not completed the training will be rejected and returned by the carriers, according to each state’s requirements.
  • Producer Information Updates: It is up to the individual producer to provide updates to any changes to their information. If there have been changes to any information on the above forms, please let the carrier and us know as soon as possible.

State Requirements

Annuity Product Training Links

 

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Optional Fillable Paper Version

Producer Contracting Packet

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  • Please note you will still receive an email verification link which will require you to create credentials to the online portal and confirm information so we can process your appointment request.
  • Simply follow the instructions on the first page of the packet, including filling out all applicable pages of the packet. Then submit your completed packet to the Rohrer & Associates Licensing Team via Email (Securely) or Fax to our licensing team.

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Contact Our Licensing Department

6822 Hemlock Ln N, Maple Grove, MN 55369
800.525.1325 | Fax: 763.424.6498
info@rbrokers.com

Contracting Resources

E&O Coverage
Get Nonresident License
Carrier Commission Cut-Offs
Anti-Money Laundering Training


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