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BEGIN LICENSING

Academy

AND APPOINTMENT

The following steps is particular to CA requirements.
Here are some State Requirements for common states we work in:
 






For specific info on outside states please see:
https://staterequirement.com/become-a-life-insurance-agent/

01

STEP

Enroll 32 Hours

1. Go to https://www.xceltesting.com
2. Scroll down and click on "Enroll now" button
3. Insurance Pre-Licensing Bundle Courses
4. Select your State
5. Select Pre-Licensing Education (LIFE INSURANCE ONLY)
6. Proceed to Checkout & Input Discount Code: PFA ($-179.05)

STEP 1

02

STEP

Fingerprinting

1. Complete Fingerprinting Before Exam. This process takes the longest, so it is highly suggested to do it prior to your exam.
2. Print Pages 1 - 2 of the PDF.
3. Take this form to any local UPS.

Note: If you are unable to do it prior, your fingerprints can also be taken the day of.

STEP 2

03

STEP

register for state exam

1. Go to www.psiexams.com 
2. Click on I'm a test taker button
3. In the Search bar, Input Life, Filter By: Insurance, and Input the state of California.
4. Select California Department of Insurance: CA PSI Site - Life-Only Agent Examination
5. Click the VIEW AVAILABLE TESTS button
6. Click on CA PSI Site - Life Examination (also available in Spanish)
7. Fill in your 32 Hour School: XCEL
8. Click on Login/Register button and click Create Account
9. Fill out information, make a payment, then select Virtual or Onsite location.

Note: Look up test schedules to determine where you want to take yours. If you have trouble, contact your CFT! The sooner you schedule your license exam, the sooner we are able to get you going, and get you paid! 

STEP 3

04

STEP

study exam crams

These 2 PDF study guides will support your knowledge base for taking the exam.

1. Use and study DOCX study guides
2 Complete your 32-hour training and practice tests
You should be well-equipped to taking your license exam!

Click Below for more Study Options:

05

STEP

APPLY FOR LICENSE

1. Go to www.sircon.com [For HI, go to www.nipr.com]

2. Apply for a new license

3. New Insurance License

4. Choose 'Resident' and 'Individual' then Continue

5. Enter Email and Continue

6. Enter Last Name, Social Security Number, Applicant

7. Choose State you are applying for

8. Keep processing method or Credit Card/Electronic Check submission

9. License Type: Resident Producer then Continue

10. Qualification Code: Life then Continue

11. Finish Application

 

The state will take about 2-3 weeks to process your application.

​

Please check your email for your license. You can contact your Department of Insurance status of licensing.

​

AFTER LICENSING, PURCHASE YOUR E&O AND

GET APPOINTED WITH ANY OF OUR CARRIERS.

STEP 4
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GET APPOINTED WITH
OUR CARRIERS

01

02

1. Sign up and Login to PFA Community at
community.pfasuccess.com 
2. Go to Tools and Documents

1. Login to PFA Community with Password
2. Go to left navigation and click on the company you want to get appointed with.

Note: To obtain copy of E&O or to look up most updated version, go to  pfaonline.com > reports > uploads

Note: Getting appointed may take up to  14 business days. (differ for each carrier)

GET APPOINTED

ANNUITY TRAINING STEPS

01

STEP

CA INITIAL 8-HOUR TRAINING

To complete state trainings, you may use any education vendor that you prefer; however, two education vendors that we recommend are: Reg Ed and WebCE

02

STEP

For RegEd:

We recommend Reg Ed Course: 444_CA – California Eight-Hour Annuity Training

For WebCE:

To find the correct course please visit: www.webce.com/catalog

1. Click on Continuing Education > Insurance CE
2. Select the applicable state & license option
3. Select Annuity - Initial under the Filters column on the left-hand side of the page and the applicable course options will populate for you to choose from. *Please make sure the course selection is for 8 hours.

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