☐​ Review licensing requirements by state: HERE

 

☐​ Since you live in one of the ten states listed above, you have to complete the pre-licensing course through XCEL before scheduling your exam

​​

☐​ Sign up for the XCEL pre-licensing course.

- Look out for the "*Welcome to Family First Life" email. It will have instructions on how to sign up for the XCEL pre-licensing course

         - Make sure to use the promo code to get free access to the course 

​

☐​ Study for exam- Complete all chapter quizzes. Pass your simulator exam before sitting for the main test

​

☐​ Complete the XCEL pre-licensing course

- Save the certificate of completion. You will need it to schedule your exam

​

☐​ Schedule exam date through your resident State's Department of Insurance Proctoring Service

​

☐​ Send the onboarding manager a screenshot of your scheduled exam confirmation email, including the exam date

☐​ Check to see if your state requires fingerprints before taking your exam: HERE

 

☐​ Take - and Pass Your Exam!

- Email the onboarding manager that you passed your exam

☐​ Submit exam receipt & fingerprints to the state (if your state requires it): HERE

-Call your resident State’s Department of Insurance if unclear

​

☐​ Get National Producer Number & State License

- Call your resident State’s Department of Insurance daily & ask them to check on your progress to speed up the process.  

- Let the onboarding manager know when you receive your license

​

☐​ Finish “Licensing Checklist”

- Get started on the “New Agent Checklist”