Congratulations
on your interest in becoming one of the select agents who
qualify for referrals from consumers interested in equity index
annuities! Below is a summary of the requirements. When you are
ready to proceed (or if you have any questions), please
Contact Us.
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1. Software Licensee |
Participating
Agents must be licensed users of one the following MCP Premium software
programs: |
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MCP Suite 2007, Basic version |
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MCP Suite 2007, Professional
version |
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Software Details and pricing:
Visit
www.mcpppremium.com |
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2. Affiliated
only with independent IMOs |
In our efforts to protect consumers from
any sales bias, agents contracted through
certain firms are ineligible to participate in our Professional
Referral Program for consumer referrals. |
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Review the Complete List:
Disqualifying IMOs |
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3. Pass our EIA Evaluation
Proficiency Exam |
Successful
completion of this online
training and self-test demonstrate your knowledge of EIA crediting
methods, conducting proper analysis and creating balanced presentations
for a client. No Charge, but should you decide to become a Certified EIA
Specialist, a fee will be due. See the
Association IFS site for more information on the designation. |
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If you meet the requirements above,
Register for the PRP Exam. |