Contracting Specialist

CRYSTAL NG

admin@ffloneculture.com 832-205-8229

APRIL LAURIE

april.fflprovision@gmail.com 501-503-1711

CONTRACTING TIPS

1. Please BOOKMARK this page for future reference.
2. Please email your writing number / producer number to Crystal or April after you get approved.
3. As a general rule, appointment approval takes 7-10 business days (some may be sooner). If you do not hear from carrier after 7 business days, please CALL carrier and ask about the status of your contract.
4. You may request to contract with additional carriers after you write your first business, and with your Manager’s approval.
5. Be sure to request for One Culture Training Library google drive access from Admin Team. Check out additional training resources at www.ffl-oc.com/training
   

Send screenshot to

Crystal or April

after you completed

your application

• Our #1 IUL carrier is NLG

• Receive contracting email directly from NLG 1-2 days after your successful onboarding. Please monitor inbox and spam box

• E-app sent from contracting@nationalife.com

• Once approved, NLG will send you a welcome email with your producer number.

Tips to fill out e-application:

1. First, you have to create an account in NLG application portal. Then, login with the user name and password you created.
   
2. Upload AML and E&O certificates in the “Attach Documents” section at the end
3. Upload copy of your voided check or direct deposit letter/instructions from your bank (best to use voided check)
4. Ensure your personal information is accurate prior to submitting your contract
5. You will receive a message at the end - “Thank you for submitting...” - to confirm your submission. If you don’t see this message, that means you have not submitted your application
6. Notify Crystal or April via email email or SLACK DM after you completed your NLG contract

Answer for tricky questions in application:

1. Select “PA” for individual contract; “PAC” is for business contract.
   
2. Agency number: pre-filled, do not change
   
3. Regional Recruiter Name = Salisbury, Navi (pre-filled in application, do not change)
   
4. Recruiter Email = srscontracting@familyfirstlife.com (pre-filled, do not change)
5. FINRA question say NO (unless you do have this license)

• Receive contracting email from SureLC portal (also ​known as SuranceBay) 1-2 days after your ​successful onboarding. Please monitor inbox and ​spam box. Contracting email sent from ​contracts@surancebay.com
  

• Once approved, F&G will send you a welcome email ​with 1st time login instructions. Your producer ​number / writing number is included in the email ​and you will also receive a letter in the MAIL.

• First time agent login, go to fglife.com

- Locate ‘For Financial & Insurance Professionals’

button on the top right side of the homepage

- Insert your username: {AgentContractNumber}

- Enter your password: a lowercase ‘s’ followed

by your Social Security Number (no

dashes/space)

Tips to fill out contract:

1. Complete all the sections in SureLC. Red or yellow ​dot in each section means there are missing ​information that you should complete
2. Upload AML and E&O certificate
3. Upload copy of your voided check or direct deposit ​letter/instructions from your bank. VOIDED CHECK ​preferred
4. Ensure your personal information is accurate prior ​to submitting your contract online
5. Notify Crystal or April via email or SLACK DM after ​you completed your FG contract
   

Answer for tricky questions in application:

1. FINRA question say NO (unless you do have this ​license)
   
2. Select NO for LTC

Call 1-800-867-6873

Email: contractsandappointments

@mutualofomaha.com

• Complete contract via NLC portal during onboarding meeting with Crystal or April

• If you are transferring your MOO carrier to FFL or if you were terminated before and need to re-contract, you will not use NLC portal, instead you will complete contract via SureLC portal
  

• A transfer form is required in addition to a complete new contract when requesting to transfer your MOO contract to FFL
  

• Once approved, MOO will send you a welcome email. Notify Crystal or April your writing number / producer number
  

• Approval take 5-7 business days!

• Receive contracting email from SureLC portal (also known as SuranceBay) 1-2 days after contracting request with Admin. Please monitor inbox and spam box

• ATHENE do not accept direct deposit letter. You MUST have a VOIDED CHECK in your name and the banking information you enter in SECTION 2 MUST match what is printed on the check. NO EXCEPTIONS! Sorry, it cannot be a starter check either. Please order checks from your bank if you don’t have one!
  

Tips to fill out contract:

1. Complete all the sections in SureLC. Red or yellow dot in each section means there are missing information that you should complete
2. Upload AML and E&O certificate
3. Upload copy of your VOIDED CHECK. No exception! ATHENE will not accept anything other than an actual VOIDED CHECK.
4. Ensure your personal information is accurate prior to submitting your contract online
5. Notify Crystal or April via email or SLACK DM after you completed your ATHENE contract
   

Answer for tricky questions in application:

1. FINRA question say NO (unless you do have this license)
   
2. Select NO for LTC

CLICK HERE TO READ FAQ

CLICK HERE

FOR STATE MANDATED

ANNUITY TRAINING CHART

State and industry requirements may change at any time without notice to our office. Please verify your licensing and education requirement with RegEd or Carrier

and share the up-to-date information with Admin Team.