To start your Annuities Appointing, go to Menu, then Licensing & Appointments , Appointments, Carrier Appointments.
To start your Annuities Appointing, go to Menu, then Licensing & Appointments , Appointments, Carrier Appointments.
On the Carrier Appointments page, click on Fixed / Indexed Annuities
On the Carrier Appointments page, click on Fixed / Indexed Annuities
Pick a Choice, for this demo we'll do out of state appointing. ex: Non-New York.
Pick a Choice, for this demo we'll do out of state appointing. ex: Non-New York.
Choose the desire Carrier Appointing. for example: Transamerica.
Choose the desire Carrier Appointing. for example: Transamerica.
Before clickin on "Start Electronic Appointment" Read thru the instructions carefully. Then Click Start Appointment.
Before clickin on "Start Electronic Appointment" Read thru the instructions carefully. Then Click Start Appointment.
On the Next page you can review your appointings. For Now click on "New Appointment"
On the Next page you can review your appointings. For Now click on "New Appointment"
Read through the Consent to do business electronically.
Read through the Consent to do business electronically.
Type the date and your name at the bottom of the page. Then click on " I accept"
Type the date and your name at the bottom of the page. Then click on " I accept"
Read carefully thru the next set of instructions then click "Next"
Read carefully thru the next set of instructions then click "Next"
Review and Revise your Personal Information, then click next to review Addresses,
Review and Revise your Personal Information, then click next to review Addresses,
Read carefully and answer through Background Information questionnaire then click next!
Read carefully and answer through Background Information questionnaire then click next!
Select the state you want to be appointed. Remember this walkthrough is for Non-New York Appointments. For NY Appointing go back to the Carriers page.
Select the state you want to be appointed. Remember this walkthrough is for Non-New York Appointments. For NY Appointing go back to the Carriers page.
Now you must complete the training for annuities. Remember the Provider page: it provided you that information. So sign in to Secure.reged.com/TrainingPlatform
Now you must complete the training for annuities. Remember the Provider page: it provided you that information. So sign in to Secure.reged.com/TrainingPlatform
at the Reged page, Complete the Product Training for Transamerica Secure 2 Product code TSRIA2 and the NAIC Suitability for Annuity.
at the Reged page, Complete the Product Training for Transamerica Secure 2 Product code TSRIA2 and the NAIC Suitability for Annuity.