Contracting & Licensing

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Completing contracting and licensing paperwork for multiple carriers is not only annoying, it keeps you from doing what you do best—working with your clients. At Dixon Wells, simply complete the C&L packet once—and we will use that information for most of our carriers. A few carriers will only accept their own paperwork (i.e. MassMutual, Penn & Voya).   Please note that our contracting and licensing team WILL reach out to you for current E&O, AML, annuity and LTC training when necessary.  Additionally it is YOUR responsibility to notify us of ANY and ALL changes to the legal questionnaire portion of your licensing packet.   If you have any questions, please contact either Nicole or Becki (our wonderful contracting & licensing team).  They are always happy to assist you. 

Dixon Wells uses SureLC, an online contracting system to appoint you with most carriers. This safe and secure system allows us to enter and save all of your contracting information once.  This simplifies the contracting process and saves you time.  Before you begin, please check the FAQ below and cover pages of the SureLC licensing packet. 

 

Frequently Asked Questions