Licensing, E-Docs

1. Licensing, E-Docs John SheereDirector – Sales Support

2. Agenda • When to use UA and LNL EDOCS • Data Sheet – Review of Key Items • Appointment Process – Temp and Perm • Agent Licensing Automation Overview • Appointment Process – Non-Resident • Contact Information • Questions

3. When to use UA and LNL EDOCS Traditional Liberty Branch • Always use LNL EDOCS Conversion Branch • Depends on license type and products to be sold

4. When to use UA and LNL EDOCS Conversion Branch • Applicant holds perm license and wants an appointment with both UA and LNL • Always upload through UA EDOCS • LNL contract will be included to be signed • Issuance of the LNL number is an overnight process once the UA number is activated

5. When to use UA and LNL EDOCS Conversion Branch • Applicant holds temp license or holds a perm license but only wants an appointment with LNL • Upload through LNL EDOCS

6. Data Sheet – Review of Key Items • Next we will review a sample data sheet for some commonly missed items.

7. Sample Data Sheet Issues

8. Sample Data Sheet Issues • Invalid Social Security Number • Last name misspelled • Incorrect birthday • U.S. citizen • Felony question • Question 7 yes answers • Ever used another name • AL only (5 year work history)

9. Appointment Process – Temp States Proof of Temp License • AL – $50 payment through PayPal or in the Home Office via money order • FL/MS – Copy of online application or copy of the temp license • GA/TX – Original Temp App and proof of completed fingerprinting * • IL – Original Temp App * Note – TX temps should only be used when absolutely necessary because of the cost and limited number

10. Appointment Process – Temp States (LNL) Process Steps • Internal Background Check • State background check • Agent number issued (not activated) • Welcome packet sent • Verify license has been issued through NIPR • Complete appointment with the state (if required) • Activate Agent number to write business

11. Appointment Process – Perm States (LNL) Process Steps • Passing results received • Internal background check • State background check • Agent number issued (not activated) • Welcome packet sent • Verify license has been issued through the NIPR • Complete appointment with the state (if required) • Activate Agent number to write business

12. Appointment Process – Perm States (UA) Process Steps • Verify license has been issued through the NIPR • Internal background check • State background check • Complete appointment with the state (if required) • Agent number issued and activated to write business • Welcome packet sent

13. TMKOnline

14. Agent Licensing – Process Status

15. Appointment Process – Non-Resident • Send request to appropriate e-mail box for requested states • License must be issued and on NIPR before appointment can be made • Upline must be licensed and appointed in requested states • Conversion Branch requests will be added to both UA and LNL unless otherwise specified

16. Agent Licensing Contact Information albranch@torchmarkcorp.com • This is where all UA Agent Licensing questions and correspondence should be sent. lnllicdept@torchmarkcorp.com • This is where all LNL Agent Licensing questions and correspondence should be sent. • Uploads arrive next day and take 2-3 days to process • External background checks can take 3-5 days • Email responses within 48 hours

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