If you do not have checks the carriers will accept the following:
Must be typed
Must be on bank letterhead
Account holder name must be in the letter
Bank routing number & account number must be in letter
Must be signed by a bank representative
Direct Deposit Form
Must have a voided check on the form
Must be pre-printed / Nothing handwritten
Bank logo must be on the form
Account holder info must be on the form
Bank routing number & account number must be on the form
Equis Financial REQUIRES Anti Money Laundering. We must have the RegEd AML only, no other AML will be accepted even if obtained recently. This is a free course for you, to get this deal you MUST use the link below.
You will also be presented with an option to use this course for Continuing Education with your state. You will want to opt out of this as this particular AML Course cannot be applied for CE credits.
Once you click on the link, you’ll see the below registration screen. Fill out all the required information and you will be on your way to completing your AML training!
This insurance helps to protect against claims arising from the sale and servicing of insurance products. E&O is not required to contract with most of our carriers but is highly recommended.
We recommend using CoveragePros 360. You can access their website below by clicking on Errors & Omissions button
Reminder: For any of the annuity carriers your E&O also needs additional coverage for fixed/indexed annuities.
When you have your license in hand and are ready to begin the contracting process you must email firstname.lastname@example.org and attach a copy of your state issued license. Title this email, Request Contracting Packet and be sure to include your EF Number.
After completion, email all documents in PDF format back to email@example.com and copy your hiring manager.
It must be ONE PDF document. Do not send individual PDF pages.
Files coming soon.