Free agent resources
Helpful links for every final expense agent
Official tools and plain-English guides for licensing, contracting, calling rules, Medicare, taxes and helping families. Free to use, whether or not you contract with us.
Licensing
- Look up your NPNNIPR tool to find your National Producer Number.
- NIPR Licensing CenterApply for non-resident licenses, renew, and update your address.
- State insurance departmentsNAIC directory of every state insurance department.
Contracting & compliance
- SureLC by SuranceBayThe online contracting platform most carriers use.
- FinCEN anti-money launderingU.S. Treasury agency behind the AML rules carriers train on.
- Vector OneDebit balance reporting carriers check during contracting.
- MIBUnderwriting information exchange used by life insurers.
Calling & texting rules
- Do Not Call Registry for telemarketersRegister and download the numbers you must not call.
- FTC Telemarketing Sales RulePlain-English guide to federal telemarketing rules.
- FCC robocall and telemarketing rulesFCC actions on autodialed calls and texts.
Helping final expense clients
- VA burial benefitsWhat the VA may provide for eligible veterans.
- Social Security survivor benefitsBenefits a surviving spouse or family may receive.
- FTC Funeral RuleClients' rights when buying funeral goods and services.
- NAIC life insurance guideNeutral consumer information on life insurance.
Medicare
- CMS marketing guidanceOfficial Medicare Advantage and Part D marketing rules.
- Medicare Plan FinderCompare Medicare plans by ZIP code.
- AHIP Medicare trainingAnnual Medicare certification required by most carriers.
Your business & taxes
- Self-employment taxIRS basics for 1099 agents.
- Estimated taxesWhen and how to pay quarterly estimated taxes.
- Home office deductionIRS rules for deducting a home office.
These links go to outside websites we do not own or control. They are for general information only and are not legal or tax advice.
Ready to work independent?
Request life, final expense and Medicare contracts at street level. Own your book. One contract is fine.
Start my contracting request →