Procedures for License Training & Testing

Training is very important.You will receive a study manual for your license of choice and instructions on UFDBLIC products, policies and procedures.

 

This will include extensive training on our application and contract forms. This is crucial to keep errors at a minimum and more importantly to make sure that the product chosen best matches the needs and affordability of the prospect. 

 

Training is provided by a specialist from the Home Office or Company MGA. You must make an appointment and schedule at least 3 hours. Testing for the The Life Insurance Not Exceeding $25,000 or the Funeral Prearrangement Life Insurance License will be administered after training.

Also available to you is an Agent Training Presentation Disk or USB Drive. This tool gives specific instructions and examples of how to accurately fill out our applications and contracts.