An application and instructions will be emailed to you.
If you don't receive the email within 15 minutes, please check your spam filter.
Once you submit your application, it takes approximately 10 business days for approval. Once appointed, if you live in a state that has adopted the NAIC Suitability in Annuity Transactions Model Regulations (Model), you must also complete product specific training. An Application for Appointment is not required to sell Mutual Fund Custodial Products.
For appointment through an Independent Marketing Organization, please call 888.361.5726, option 1.
For questions, contact your Sales Team at 800.747.5164, option 3.