Contracting
At URL, we understand that contracting can be complex. That’s why we’ve partnered with SureLC—the fastest and easiest multi-carrier contracting system. SureLC streamlines the producer contracting process by efficiently applying profiles to paperwork. Join us today and experience a smoother contracting world!
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Need Guidance?
Once your registration is submitted, URL contracting will receive an email letting us know. Next, we can begin contracting you with the carriers of your choice. Unsure of what contracts make sense for you? No problem. We will put you in touch with a specialist from our dedicated departments depending on your lines of business.
Please note: Not all contracts are able to be completed through SureLC. We will contact you for completion.
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Anti-Money Laundering (AML)Training
AML training is required to receive contract approval. Once complete please submit to us a copy of your AML certificate or a screenshot containing the course name, course number and completion date to
AML training is an essential component of the financial industry. It is designed to help agents recognize and prevent money laundering activities. There are several options available to complete Anti-Money Laundering training.
- LIMRA
- FINRA
- WebCE
- RegEd
- Carrier Specific AML Training
- SuranceBay
- Other approved vendors include Success CE, Quest CE, SuranceBay5
Please note that the availability of these options may vary depending on your location and the specific requirements of your organization or regulatory body. Always ensure that the chosen method of training meets the necessary compliance standards.
Annuities Training
Effective 6/20/2022, Pennsylvania requires agents to act in the best interest of the consumer when recommending an annuity. The training requirement has been expanded to include the new standard of conduct. Producers licensed prior to 6/20/2022, who are authorized to sell annuity products in Pennsylvania, and who have completed the original training, must complete the new one-time, 1 hour course or the new one-time 4-hour course by 12/20/2022. Producers licensed on or after 6/20/2022, must complete the new one-time 4-hour course before the end of their first complete license period. Completion of the components of the training requirements of any course or courses that are substantially like this requirement will satisfy Pennsylvania’s training requirement. Insurers must provide product-specific training.
4-hour course options: Course 490
This is the standard 4-hour training course required of insurance agents before they may sell annuities. It details the standard of care agents must adhere to when recommending annuities to clients. It discusses the fact finding and analysis required to recommend that it’s in the best interest of the client. It discusses conflicts of interests, disclosures to clients, and documentation. In addition, the course reviews the operations of different types of annuities and how they are used to meet different client’s needs.
Appointment Fees
Pay Carrier Licensing Fees (using the links below)
Please note that there is a $2 convenience charge for utilizing credit card payments with PayPal.
