Contracting with Fidelity & Guaranty Life is easy. There are eight core documents that need to be completed and processed so that we can begin to accept your business and process your commissions.
- Producer Agency Form
- EFT ACH Authorization
- W9 – IRS Tax Identification
- A copy of your current resident insurance license
- A copy of continuing education (CE) certifications for states that require them prior to solicitation
- A copy of annuity suitability CE certification
- A copy of your current Errors & Omissions coverage
- A copy of your Anti-Money Laundering training certification
Once we have received all of your fully completed, signed forms and have conducted the mandatory background checks, we will set you up in our system, provided no additional inforamtion is needed. You will receive a welcome letter that contains your agent number, a PIN and logon instructions for our agent portal, SalesLink. If you have additional questions, please contact us at 800-445-6758 orContracting.Support@fglife.com
Comments
Hello,
I would like to know where I would locate these required forms?
Producer Agency Form
EFT ACH Authorization
W9 – IRS Tax Identification
Regards,
Sara
Due to forces out of my control my previous business was closed due to lack of work thrust our state. I started working in the insurance field to start a new. I’ve been appointed with F&G since 2008 under “old Mutual” I have clients who have annuities there totaling about $325,000. My contract was cancelled in Dec. 2018 for what I was told for my credit history. I would like to discuss this and explain why my situation looks not so good, but I rebuilding my business and getting bills caught up. You are the only Annity company I would want write index annuities with...but my hands are tied. Since January I’ve written $750,000 Annuity business with your competitors. I’d like to have an email address I can explain my nightmare I’ve been thru since Dec. 2017 and my request for a review of my case to help me get re-contracted. Thank you