MEET PAULETTE ROSTRAN - PROSPER WITH PURPOSE FINANCIAL ONBOARDING MANAGER
Paulette Rostran
Office/Onboarding Manager
We are so excited for you to be joining our family!
I will be your point of contact through your pre-licensing course, state licensing and contracting journey. Our goal is to have you helping families and earning commission in 2-3 weeks. If you have any questions, please contact me directly and or schedule a “Welcome Call”
STEPS
STEP #1 SCHEDULE EXAM
(If already completed, please skip to Step #2)
There are 3 different test providers, one of which your state will use. Click on the “Schedule Exam” link below to determine which provider your state uses. If you are in Alabama, Colorado, Maryland, Michigan, Mississippi, Louisiana, North Carolina, South Carolina, or Tennessee: Skip this step as you are required to complete the pre-licensing course prior to scheduling your exam. Both “Life only” (20 course hours on average) or “Life & Health” (60 course hours on average) state licensing will be suitable. We recommend “Life & Health” if you would like to sell our portfolio of Health, Obamacare and Supplemental insurance products as well.
STEP #2 REGISTER FOR COURSE
Please email Paulette Rostran at onboarding@pwp-financial.com with your state exam confirmation and request the Pre-Licensing Course Voucher. Use the Discount Code provided to make your pre-licensing course $0 at checkout. By clicking the link below, you will register for your Pre-licensing Course which will be your study guide to prepare you for your state exam. The voucher expires 30 days from being activated. For Spanish speakers; after selecting "Enroll Now", click on "Select Your Course" on the top left, select "Spanish Course" and choose your state.
STEP #3 FINGERPRINTS
Some states will require your fingerprints to be completed by an approved vendor. Once you pass your state exam, you will be given a list of approved vendors to contact by your state. If not; please refer to NIPR.COM, search for your state requirements and go to your state website to find approved vendor locations. (Register your fingerprint as “Individual”) We encourage you to complete your fingerprinting prior to taking your state exam to expedite Step #4.
STEP #4 PASSED YOUR EXAM / APPLY FOR STATE LICENSE
Once you pass your state exam, please notify Paulette Rostran via email at onboarding@pwp-financial.com. When applying for your state license, please go to NIPR.com and apply for your residential state license as an “Individual” (Not agency).
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Click where it says the following “Apply for a New License”
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“Resident License”
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“Go to the online application” (Have available: Your NPN (National Producer Number) Social Security, Date of Birth and payment method.
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“Individual” (Unless you want to apply as a Registered Agency, if so, call Paulette first at (941) 479-0223. We recommend individual.)
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Complete filling out all of the required fields.
STEP #5 REQUEST CARRIER Appointment DocuSign
Once you have your state license number, check the status of your National Producer Number (NPN) on NIPR.com. (Note: This number may take a couple of days after you receive your license to reflect in their system) Once you have your NPN, request your Carrier Appointment DocuSign (PandaDoc) by emailing onboarding@pwp-financial.com. In this email, please specify if you would like ACA/Obamacare and Cigna Supplemental contracting in addition to our life insurance carriers. Upon completion of this DocuSign, our contracting team will commence with your carrier appointments and communicate next steps.
STEP #6 EXPAND YOUR PRODUCT PORTFOLIO WITH THE FOLLOWING PRODUCTS/COMPANIES:
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(ACA) OBAMACARE
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AFLAC – GROUP BENEFITS
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CIGNA SUPPLEMENTAL
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MEDICARE (ADVANTAGE & SUPPLEMENTAL)
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HEALTH INSURANCE
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ASSURE FOR LIFE
Please send contract requests to onboarding@pwp-financial.com
FOLLOW US
UNBEATABLE CULTURE
WHAT MAKES US THE BEST IN THE INDUSTRY
We cover the cost of your Pre-Licensing Course and Carrier Contracting
Highest Compensation in the Industry (Get paid directly from the insurance carriers, no middleman)
Producer and Agency Bonuses
(Last month we paid out over $3.5 Million in bonuses)
Warm Exclusive Leads
(Direct Mail, Internet, Social Media, Live Transfers, etc)
Fully Vested from Day one (Renewals)
Non-Captive / No Contract
Free Training, CRM, Mentorship
High Integrity Culture
Hybrid Sales Platform, Remote Sales or Face to Face
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Streamlined Onboarding, Hassle Free Contracting
Support, Training and Leads in Spanish
Integrity Partnership, Exclusive Opportunity for Agency Owners
SOME OF THE CARRIERS WE REPRESENT
Coverage options available up to the age of 89
We also assist our clients with Private Health Insurance, Obamacare (ACA), Medicare
(Advantage/Supplemental), Group Benefits and Supplemental Insurance
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