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Agent Resources

Agent Resources

Everything you need to get licensed, stay compliant, and reach the carriers fast.

Documents & guides

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Folder

Comp Grid — Per Carrier

Your detailed compensation by carrier — exactly what each one pays based on the commission level you're at.

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Document

Promotional Guidelines

What you can and can't say when you advertise — stay compliant when promoting yourself and the agency.

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Spreadsheet

Underwriting Cheat Sheet

Carrier-by-carrier underwriting guide — build conditions, height/weight, and knockout questions at a glance.

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Document

Top States to Get Licensed

The best states to license in based on the lead volume we actually generate — prioritize where the leads are.

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Document

Non-Resident License Fees

Life insurance non-resident license fees for the buying states — what each state costs before you apply.

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Document · Uplines

Override States

The states you need to hold if you're an upline collecting overrides on your downline's production.

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Document

Carrier E-Signature Tutorials

Step-by-step walkthroughs for sending and completing e-signatures with each carrier so applications don't stall.

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Document

Corebridge Bonus Program

How Corebridge's production bonus works — the thresholds and payouts that stack on top of your base comp.

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Course · WebCE

California Continuing Education

The required CE training for your California license. Complete this to stay appointed and in good standing.

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Carriers & applications

Tap to call · applications open in a new tab
Transamerica Press 3, then 1
(877) 454-4768 Open application