When complete return to Next Steps page, Step 4 Get Appointed to complete product training

Do I need to create separate SureLC Accounts?

Yes, you need a separate account for Quantum and Universal Wealth.

You can use the same email, but you'll need a different password for each.

All data from your previous SureLC accounts will be imported.

INSTRUCTIONS

UNIVERSAL WEALTH CONTRACTING PORTAL

Register New Account with Universal Wealth

  1. Click Apply Now
  2. Click Register New Account & complete personal info
  3. When completing setup make sure to do the following:
  4. Profile information
  5. Answer all questions; supply supporting documentation if applicable
  6. CE & Training > Add New accounts > Link your CE provider accounts
  7. Purchase or upload E&O
  8. Signature

Purchase E&O Coverage

  1. Login to Universal Wealth SureLC
  2. Click E&O Insurance on the left side > Signup with CalSurance
  3. Select 2nd option (Fixed Indexed Annuities and Life, Health & Accident)
  4. Complete application
  5. Annual Revenue = Less than $100,000
  6. Upon approval, the policy will be automatically uploaded to SureLC

Complete Appointments with Universal Wealth

  1. Click Requests
  2. Apply for carriers
  • F&G Life
  • Nationwide (AmeriLife) - Peak 10 Fixed Indexed Annuity ONLY
  • Broker Dealer Appointment - "Independently through your BGA"

Request Access to Carrier Portal

Carrier-portals

APPLY NOW
INSTRUCTIONS

QUANTUM CONTRACTING PORTAL

*Please note if you were already registered with Quantum SureLC through Vantage you do NOT have to complete setup again, your login info will be the same (use the apply now button below to access the correct SureLC webpage). You can confirm you were move to Universal Wealth by clicking your initials in the top right corner, the company name should be displayed. You will need to reapply with the Quantum carriers to start the transfer process, process can take ~7-10 days. Also, keep in mind that Quantum appointments are JIT (just in time) so you will need to contact Quantum to activate carriers when you’re ready to write business.

Register new account with Quantum

  1. Enter your information as prompted, the rest of your profile information should automatically be pulled from your Universal Wealth SureLC profile so no further setup will be required. You will need to select a different password for each SureLC account.

Complete appointments with Quantum

  1. Click Requests
  2. Complete ONLY the following appointments & add Product-Specific Training certificates to applicable appointments
  3. Nationwide - Annexus
  • Fixed Life AND Fixed Annuity
  • Broker Dealer Appointment - “Independently through your BGA”
  • Who is your Annexus IDC Marketer Name = Marc Lindsey
  • Athene Annuity & Life Company
  • ANICO Annuity
  • Fixed Annuity ONLY
  • Fidelity & Guaranty Life Insurance Company
  • Global Atlantic
  • North American (ANNEXUS)
  • Annuity ONLY
  • Security Benefit
APPLY NOW
INSTRUCTIONS

NLG CONTRACTING REQUEST

Complete appointment with NLG

  1. Email contract request to Contracting@UniversalWealth.com
  2. Include your legal name & preferred email address
  3. You will receive an email with the application within 1 business day
  4. Check your spam folder if you do not see it in your inbox
  5. Subject: Thank you for your interest in contracting with National Life Group!
  6. Complete application; make sure to complete the application in one sitting, do not start the app unless you have time to complete it fully as this will ensure a smooth appointment process
  • Approval can take up to 10+ business days due to background check
  • Non-resident appointment fees may apply (deducted from earned commissions)


INSTRUCTIONS

CRUMP CONTRACTING REQUEST

Request Access to Crump

  1. Email the following documents to contracting@universalwealth.com (requests will not be processed without ALL documents)
  2. Crump Producer Agreement
  3. Complete page 1 & sign/date page 8 (wet signature or esign)
  4. Current E&O Certificate
  5. Resident Insurance License
  6. Allow 2 business days for Crump to process the request and send portal login information

Register New SureLC Account with Crump

  1. Login the Crump Agent Portal
  2. Click Get Contracted under Quick Links
  3. Create Your SureLC Account
  4. If you already have a SureLC with another IMO your data will transfer automatically
  5. Do NOT change the affiliation

Complete Appointments with Crump

  1. Click Requests
  2. Apply for ONLY these carriers
  • Allianz Life Ins Co of NorthAmerica
  • Banner Life
  • Symetra Life Ins Co
  • United of Omaha
INSTRUCTIONS

FINAL EXPENSE CONTRACTING REQUESTS

Request Contract for Aflac

  1. Email contract request to Contracting@UniversalWealth.com
  2. Include your legal name, phone number & preferred email address
  3. You will receive an email with the application within 1 business day
  4. Check your spam folder if you do not see it in your inbox
  5. Subject: Your request to be appointed with Aflac Products
  6. Complete application; make sure to complete the application in one sitting, do not start the app unless you have time to complete it fully as this will ensure a smooth appointment process
  • Approval can take up to 10+ business days due to background check

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