Follow Our 3 Step Contracting Process

Step 1: Complete The Contracting Packet

In order to complete your contracting request, please complete the following contracting questionnaire. This information will be entered into SureLC, our online contracting solution. This system will securely store your information for use with any future contracting. You will only be required to complete the following documents once – we are able to apply this information to all contracts requested through CPS-RFG.

The vast majority of our carriers participate in this system; if you do not see a particular carrier with whom you want to contract on the attached list, please contact CPS-RFG Licensing for the appropriate paperwork.

Producer Contracting Packet (Existing CPS-RFG Producers)
Producer Contracting Packet (New CPS-RFG Producers)

Step 2: Review Additional Requirements

  • AML: The AML (Anti-Money Laundering) refresher course must be completed on a yearly basis. This training can be done online by clicking here or with a 3rd party vendor.
  • Annuities, Disability, Life, and LTC: Be sure that any state mandated continuing education is current. Many states require follow up C.E. every 2 years. Applications from agents with non-current C.E. will be rejected and returned to the carriers as mandated by the Department of Insurance in that state. You can earn C.E. credits here.
  • Annuities: According to NAIC Model Regulation 275, each agent is required to complete product specific training modules through each insurance carrier prior to the date of an annuity application. Applications from agents who have not completed the training will be rejected and returned by the carriers, according to each state’s requirements.

There are 10 carriers that require training in all states: American Equity, Athene Annuity, Equitrust, Fidelity & Guarantee, ING USA, Lafayette Life, National Western, North American and Reliance Standard.

State Requirements

Annuity Product Training Links

E & O: Agents and agencies are required to carry full E & O Coverage. You can purchase E & O
Coverage here.

Step 3: Submit Completed Contracting Packet

Simply follow the instructions on the first page of the packet, including filling out all applicable pages of the packet. Then submit your completed packed in either typed (PDF) or hand-written fashion to the CPS-RFG Licensing Team.

Contact Our Licensing Department

CPS-Reliable Financial Group



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