top of page
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
1. Go to
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
STEP 4
04
STEP
STUDY EXAM CRAMS
These 2 PDF study guides will support your knowledge base for taking the exam.
1. Use and study PDF 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:
-
Quizlet (Online Flash Cards)
STEP 5
05
STEP
APPLY FOR YOUR LICENSE
1. Go to
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, REFER TO BELOW STEPS TO PURCHASE YOUR
E&O AND GET APPOINTED WITH ANY OF OUR CARRIERS.
NAVIGATION
bottom of page