From Licensed to Launched

You passed the exam. Now what?

Getting your Life & Health insurance license is an accomplishment, but passing the exam is only the beginning. The steps that come next can feel surprisingly confusing when no one has clearly explained what to do or in what order.

From Licensed to Launched is a simple, practical checklist created to help new Life & Health insurance agents understand the road from getting licensed to getting set up and moving forward.

Inside, you'll walk through:

• Getting licensed and understanding your next steps
• Fingerprinting, E&O, AML, and continuing education requirements
• Contracting and carrier or agency appointments
• Learning the basic tools you'll use as an agent
• What to focus on during your first 30 days
• Helpful industry websites and common insurance acronyms

This isn't a giant training manual designed to overwhelm you. It's a clear starting point you can work through step by step, checking things off as you go.

Because you don't need to know everything on Day One.

You just need to know your next step.

Digital Product: PDF download
Length: 9 pages
Designed for: New and aspiring Life & Health insurance agents

Requirements and processes may vary by state, agency, carrier, and the products you represent. Always verify current requirements with the appropriate licensing authority, agency, or carrier.