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, Unkefer and Simplicity.

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

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.

Set up an account with Quantum Contracting Portal

  1. Click Apply Now
  2. Click Register New Account & complete personal info
  3. When completing setup, use the following information:
  • Doing Business As - Select “Licensed Only Agent”
  1. CE & Training > Add New accounts > Link your CE provider account

SETUP E&O COVERAGE

  1. Login to Quantum Contracting Portal
  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 = $100,000 - $1,000,000
  6. Upon approval, the policy will be automatically uploaded to SureLC

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

UNKEFER CONTRACTING PORTAL

Register new account with unkefer

  1. Enter your information as prompted, the rest of your profile information should automatically be pulled from your Quantum SureLC profile so no further setup will be required. You will need to select a different password for each SureLC account).
  2. Confirm: Doing Business As - Select “Licensed Only Agent”

Complete appointments with UNkefer

  1. Click Requests
  2. Complete ONLY Nationwide (AmeriLife) appointment
  • Fixed Annuity
  • Broker Dealer Appointment - "Independently through your BGA"
APPLY NOW
INSTRUCTIONS

GET APPOINTED - F&G LIFE

Complete F&G Life appointment

note: You MUST REQUEST NON-RESIDENT APPOINTMENTS PRIOR TO WRITING BUSINESS, EMAIL contractingandlicensing@fglife.com

& CC contracting@universalwealth.com

  1. Click "Apply Now" & complete application
  2. Add date to the bottom of 3rd page next to Signature of Authorized Agent
  3. Do NOT add banking information to 4th page
  4. Sign & date the 5th & 15th pages (MUST BE WET SIGNATURE OR DOCUSIGN)
  5. Complete 6th page if you plan to write business in Georgia
  6. Attach the following documents
  7. E&O certificate
  8. AML certificate
  9. Email to contracting@universalwealth.com
  10. You will receive an approval email with next steps
  11. Can take up to 10+ business days due to background check
  12. Contracting might be inhibited if you have a vector and/or $20K in credit card debt
APPLY NOW
INSTRUCTIONS

SIMPLICITY CONTRACTING PORTAL

Register new account with SIMPLICITY

  1. Enter your information as prompted, the rest of your profile information should automatically be pulled from your Quantum SureLC profile so no further setup will be required. You will need to select a different password for each SureLC account.
  2. Confirm: Doing Business As - Select “Licensed Only Agent”

Complete appointments with SIMPLICITY

  1. Click Requests
  2. Complete ONLY the top 3 companies you intend to write business with immediately. Do NOT apply for all carriers unless you have business to write. Submit appointment requests with the remaining companies ONLY when you are ready to write business otherwise contracts will be terminated due to lack of production & you will have to apply again.
  • Assurity
  • Forsesters
  • Lafayette
  1. North American
  2. PacLife

Request Access to Carrier Portal

Carrier-portals

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 apply (deducted from earned commissions)


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