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AML training (Must be completed)

Below you will find EXACT instructions on how to complete your Anti-Money Laundering training through RegED. 


This is a REQUIRED training that MUST be completed to get contracted with our carriers! 

Download PDF

Errors & Emissions Coverage

E&O coverage is not currently required for all of our carriers to begin writing business, however it is STRONGLY encouraged!! 


If you plan to write ANY of our advance market products such as annuities, Universal Life policies, Debt Free for Life or college funding, it will be REQUIRED!

Download PDF

Contracting Checklist

Download PDF

Be Prepared with the following to begin contracting:

Copy of your Insurance License

Copy of your Drivers License

Voided Check

If you do not have checks the carriers will accept the following:


                              Bank Letter

      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

RegEd AML (Anti-Money Laundering)

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!

Click here to complete RegED AML

Errors & Omissions Insurance

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.

Errors & Omissions

Carrier Contracting Packet



When you have your license in hand and are ready to begin the contracting process you must email terri@billlampegroup.life 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 terri@billlampegroup.life and copy your hiring manager.

 It must be ONE PDF document. Do not send individual PDF pages.

Files coming soon.


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