agent licensing checklist: business - aspire benefits€¦ · revere life insurance company on...
Post on 21-Jul-2020
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Agent Licensing Checklist: Business
[ ] Broker Entity Contracting Data Sheet
[ ] Contract Compliance
[ ] Principal/Solicitor Contracting Data Sheet (for each licensed
individual associated with the broker)
[ ] Principal/Solicitor Background Information (for each licensed individual associated with the broker)
[ ] Direct Deposit Request
[ ] FCRA Summary of Rights
[ ] Background Check & FCRA Consent
[ ] W-9
[ ] Broker Agreement
[ ] Copy of Agent and/or Agency License
Please return to: Info@AspireBenefits.com or to your Aspire Sales
Executive
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