Need to get appointed with a carrier for variable annuity business? Looking for an appointment form to get the process started? Everything you need to get appointed can be found on our website here! Simply print off the appointment form needed, complete all fields (if you do not have ESI specific info such as our address, phone, tax ID, etc. we can enter that once we receive the form for processing), and then send to ESI Licensing to be processed! Please DO NOT send the appointment request direct to the carrier, many of the carriers require that the request come from the back office and not the rep directly.
Also remember that most carriers have product training requirements that must be completed prior to having a new app signed (generally not needed for servicing). Specific state annuity training requirements also must be current.
Processing turn-around times vary by carrier, but plan on 5-7 business days on average (some are faster, some slower). Any questions, let your ESI Licensing Coordinator know!!
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