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Agent Licensing Checklist: Business [ ] Broker Entity Contracting Data Sheet [ ] Contract Compliance [ ] Principal/Solicitor Contracting Data Sheet (for each licensed individual associated with the broker) [ ] Principal/Solicitor Background Information (for each licensed individual associated with the broker) [ ] Direct Deposit Request [ ] FCRA Summary of Rights [ ] Background Check & FCRA Consent [ ] W-9 [ ] Broker Agreement [ ] Copy of Agent and/or Agency License Please return to: [email protected] or to your Aspire Sales Executive

Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer

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Page 1: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer

Agent Licensing Checklist: Business

[ ] Broker Entity Contracting Data Sheet

[ ] Contract Compliance

[ ] Principal/Solicitor Contracting Data Sheet (for each licensed

individual associated with the broker)

[ ] Principal/Solicitor Background Information (for each licensed individual associated with the broker)

[ ] Direct Deposit Request

[ ] FCRA Summary of Rights

[ ] Background Check & FCRA Consent

[ ] W-9

[ ] Broker Agreement

[ ] Copy of Agent and/or Agency License

Please return to: [email protected] or to your Aspire Sales

Executive

Page 2: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 3: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 4: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 5: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 6: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 7: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 8: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 9: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 10: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 11: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 12: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 13: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 14: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 15: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 16: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 17: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 18: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer
Page 19: Agent Licensing Checklist: Business - Aspire Benefits€¦ · Revere Life Insurance Company on applications of insurance for said company secured by me as a solicitor or producer