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  The Professional Referral Program - Requirements Overview

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.

1. Software Licensee

Participating Agents must be licensed users of one the following MCP Premium software programs:
  MCP Suite 2007, Basic version
  MCP Suite 2007, Professional version
  Software Details and pricing: Visit www.mcpppremium.com

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.
  Review the Complete List: Disqualifying IMOs

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.
  If you meet the requirements above, Register for the PRP Exam.

 

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