Step 1. Complete the Contracting Packet
In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting solution. This system will securely store your information for use with any future contracting. All pages of the contracting packet must be completed and submited prior to, or with, your first piece of business.
Step 2. Additional Requirements
We are pleased to offer you free access to complete your required Anti-Money Laundering (AML) training. This AML training option is accepted by all of the life insurance carriers we represent. It is easy to use, will save you a lot of time, and can be completed quickly. Reporting to the carriers is automatic and instantaneous.
Be sure that any state mandated continuing education is current. Many states require follow up C.E. every 2 years. Applications from agents with non-current C.E. will be rejected and returned to the carriers as mandated by the Department of Insurance in that state.
Step3. Connect to SureLC
SureLC is a single repository that manages all aspects of your licensing & contracting needs. It is a program we are providing FREE OF CHARGE to you. It provides you up-to-date licensing statuses for each state license you maintain, as well as up to date contracting status with your carrier partners.
This is all done automatically. SureLC integrates with NIPR (National Insurance Producer Registry) so you have up-to-the-minute information right on your desktop.
SureLC Training Video
Let one of our team members contact you and discuss your needs. Whether your next opportunity requires a simplified underwriting process, affordable term life insurance, funding for a Buy/Sell agreement or an exotic, multi-index universal life insurance product with financed premiums, Pelorus Financial Group the experience and knowledge to assist you in closing your next sale.
Developing new ways to help you by assembling a collection of “best in class” resources.
We bring the top insurance carriers who can provide every insurance solution for your clients.
We offer an online system designed to make submitting contracts easier, faster & more accurate.