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Academy

BEGIN LICENSING

get compensated

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. Enroll now
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)

 

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.

 

03

STEP

register for state exam

1. Go to www.psiexams.com 
2. Create an Account.
3. When registering, please choose: 
Government/State Licensing Agency
- Your State,
- Department of Insurance
-
Life Agent ONLY Exam PSI 
4. School/Provider, Select: XCEL SOLUTIONS LLC

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! 

 

04

STEP

study exam crams

These 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
2. Apply for a 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 at Credit Card/Electronic Check submission
9. License Type: Resident Producer then Continue
9. Qualification Code:
Life then Continue
10. Fill in Required Field Only 
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 for status of licensing. 


After Licensing, Purchase your E&O and get appointed with any of our carriers.

 
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GET APPOINTED WITH
OUR CARRIERS

01

02

1. Login using Agent code and Password
2. Go to Success Mall
3. Select E&O Insurance
4. Add to Cart and Checkout to Purchase

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

1. Login using Agent code and Password
2. Go to
Licensing
3. Select Get Appointed
4. Choose the carrier to get appointed with.

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