Getting Started

Congratulations on the start of an amazing journey towards simplifying both your clients’ and family’s  family’s finacial future! As a full-fledged life and health insurance broker we offer everything you need to make this a reality, and best of all – we make it simple!

In fact, getting started is simply a matter of contacting the manager that hired you and letting him or her know that you’d like to get started with us or completing the new agent affidavit/registration form.

Alternatively, if you have questions you’d like to ask first you may contact us directly at or dial us at (469) 578-5679.


E&O Insurance

  • The insurance carriers require Errors and Omissions (E&O) Coverage to write business with them. You can sign up for that coverage with any company of your choice.
  • One popular E&O provider is CalSurance. They’re one of the largest providers of E&O coverage to financial professionals nationwide, and underwritten by AAIC, a Fireman’s Fund Insurance Company.

    Agents may enroll to CalSurance’s E&O coverage HERE.

Contracting 101

Are you someone who likes to know what's just around the corner? If that's you, you're in luck!

We've put together a detailed cheat sheet - outlining the contracting process, along with key tips to ensure you're never left wondering what to do next.