I Need This
This is the first thing I NEED to obtain before I can submit an application
License
Up to how many days I can get my 1st advanced commission?
5 Days
What do I need to check all the time so I know what's going on to my policies?
What do you need to submit once the application is approved?
REVISED Illustration
I NEED to pass these trainings or else my license won't be in good order.
WFG AML/LTC
Product trainings
NY Reg 187
What is the always answer to the Temporary Insurance Application medical question?
NO
In what format should I submit the requested documents?
Two ways to issue policy
Issue In Force (IIF)
Issue Not In Force (INIF)
I NEED to purchase this to protect my license
Errors & Omissions
What is required from my client to advance 1st commission?
Initial Premium / Deposit
What is the one email address that I should include when submitting outstanding requirements and replying to underwriting questions?
lifeapps@nationwide.com
Two ways to deliver a policy
Standard Mail
Policy e-Delivery
This is the most important requirement I NEED to be able to submit an application, whether I am licensed or not.
Client
Last 4 digits of SSN
WFG agent code
Split commission % for all agents
Give three ways to follow up cases
Email case managers
Call carriers
Check agent's portal
What is the difference between IIF and INIF
IIF - need to submit all signed documents PRIOR to policy delivery
INIF - all documents will be signed AFTER policy delivery