When complete return to Next Steps page, Step 4 Get Appointed to complete product training

Do I need to create separate SureLC Accounts?

Yes, you need a separate account for Quantum and Universal Wealth.

You can use the same email, but you'll need a different password for each.

All data from your previous SureLC accounts will be imported.

INSTRUCTIONS

QUANTUM CONTRACTING PORTAL

*Please note if you were already registered with Quantum SureLC through Vantage you do NOT have to complete setup again, your login info will be the same (use the apply now button below to access the correct SureLC webpage). You can confirm you were move to Universal Wealth by clicking your initials in the top right corner, the company name should be displayed. You will need to reapply with the Quantum carriers to start the transfer process, process can take ~7-10 days. Also, keep in mind that Quantum appointments are JIT (just in time) so you will need to contact Quantum to activate carriers when you’re ready to write business.

Set up an account with Quantum Contracting Portal

  1. Click Apply Now
  2. Click Register New Account & complete personal info
  3. When completing setup, use the following information:
  • Doing Business As - Select “Licensed Only Agent”
  1. CE & Training > Add New accounts > Link your CE provider account

SETUP E&O COVERAGE

  1. Login to Quantum Contracting Portal
  2. Click E&O Insurance on the left side > Signup with CalSurance
  3. Select 2nd option (Fixed Indexed Annuities and Life, Health & Accident)
  4. Complete application
  5. Annual Revenue = $100,000 - $1,000,000
  6. Upon approval, the policy will be automatically uploaded to SureLC

Complete appointments with Quantum

  1. Click Requests
  2. Complete ONLY the following appointments & add Product-Specific Training certificates to applicable appointments
  3. Nationwide - Annexus
  • Fixed Life AND Fixed Annuity
  • Broker Dealer Appointment - “Independently through your BGA”
  • Who is your Annexus IDC Marketer Name = Marc Lindsey
  • Athene Annuity & Life Company
  • ANICO Annuity
  • Fixed Annuity ONLY
  • Fidelity & Guaranty Life Insurance Company
  • Global Atlantic
  • North American (ANNEXUS)
  • Annuity ONLY
  • Security Benefit
APPLY NOW
INSTRUCTIONS

UNIVERSAL WEALTH CONTRACTING PORTAL

Register new account with Universal Wealth

  1. Enter your information as prompted, the rest of your profile information should automatically be pulled from your Quantum SureLC profile so no further setup will be required. You will need to select a different password for each SureLC account.

Complete appointments with Universal Wealth

  1. Click Requests
  2. Do NOT apply for all carriers. Apply for only F&G first; you can apply for others when you have business to write. Similar to Quantum, all appointments except F&G Life are just in time, this means your appointment will not be sent to the carrier until you have business to write.
  3. When you have business to write email contracting@universalwealth.com and your request will be submitted to the carrier for processing.
  • Assurity
  • F&G Life
  • Forsesters
  • Lafayette
  • Nationwide (AmeriLife) - Peak 10 Fixed Indexed Annuity ONLY
  • Broker Dealer Appointment - "Independently through your BGA"
  1. North American
  2. PacLife

Request Access to Carrier Portal

Carrier-portals

APPLY NOW
INSTRUCTIONS

NLG CONTRACTING REQUEST

Complete appointment with NLG

  1. Email contract request to Contracting@UniversalWealth.com
  2. Include your legal name & preferred email address
  3. You will receive an email with the application within 1 business day
  4. Check your spam folder if you do not see it in your inbox
  5. Subject: Thank you for your interest in contracting with National Life Group!
  6. Complete application; make sure to complete the application in one sitting, do not start the app unless you have time to complete it fully as this will ensure a smooth appointment process
  • Approval can take up to 10+ business days due to background check
  • Non-resident appointment fees may apply (deducted from earned commissions)


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