EDUCATION & DEMAND

Anti money laundering training that keeps you compliant and contracted

Producers who sell covered products need current anti money laundering training on file. We help you understand the requirement and keep it complete so nothing stalls your business.

Get contracted Talk to the team

01 · WHY IT MATTERS

Compliance that protects your business

Anti money laundering training is part of staying appointment ready. When it is current, your business keeps moving. When it lapses, it can hold up an appointment at the worst possible time.

CR A carrier requirement

Many carriers ask producers to complete anti money laundering training before selling annuities and cash value life products.

RF Rooted in federal rules

These requirements trace back to federal law built to stop illicit funds from moving through financial products.

KC Keep it current

Training is not one and done. Carriers check that yours is on file and up to date before they let you write business.

02 · HOW WE HELP

Support that stays out of your way

We are here so the training requirement never becomes the reason a case stalls. Independent producers, agencies, IMOs, FMOs, and BGAs all get the same straight answers.

CG Clear guidance

We point you to what you need to complete and when, so there is no guessing about where you stand.

AR Appointment ready

We make sure your training is reflected before it can block a carrier appointment.

RP A real person

Questions go to someone who knows the process, not a phone tree. Call (866) 872-9394.

Independently owned since 1982 Fountain Hills, Arizona Agents, agencies, IMOs, FMOs, and BGAs

Ready to stay compliant and keep selling?

Get contracted with a team that keeps the details handled so you can focus on writing business.

Get contracted