Westland Financial Services

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Contracting & Licensing

The ever growing compliance requirements placed on insurance producers often makes managing them a complex nightmare. Westland makes it easy for you as we provide all the tools you need in a single, easy to manage application so you can get back to doing what you do best – supporting your clients.

Contracting:

Complete your Westland profile once, in about 8 minutes. Then, submit to our Licensing Department without having to fill out any additional paper contracts, we can get you appointed with any of our carriers quickly and easily.

Quick Start: Automated Contracting Kit (PDF)

There are many new requirements these days, especially for annuity production. So let’s work together to do things right the first time. Don’t hesitate to call our Licensing department and ask for guidance. We understand that it is a hassle, but it’s better to do things right and in advance of getting a client application in process and come to find that we have to start over or cause unnecessary delays. Let us check on your state licensing status and your continuing education requirements for you.

NOTE: We also understand that some producers have “dings” on their record and we can assist in helping you draft appropriate explanations. Again, just reach out for our guidance.

Licensing

Easily and seamlessly obtain or renew state licenses. Our Automated System allows you to apply directly to multiple states for new licenses, or renew your licenses in a matter of minutes. Visit the National Insurance Producers Registry.

Quick Link: www.nipr.com

  • Join Westland
  • Profit Sharing
  • Partnering With Westland
  • Broker/Dealer
  • Getting Started
  • Contracting & Licensing
  • Continuing Education
  • E&O Discount Program
  • Carrier Product Training
  • Profit Sharing
 
Corporate headquarters | 15373 Innovation Drive, Suite 200, San Diego, CA 92128 | (800) 238-8144 - Contact Us

For Professional Use Only. Westland Financial Services, Inc. is not affiliated with Lucia Capital Group
Securities offered through The Leaders Group, Inc. Member FINRA/ SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080
Westland Financial Services Inc. is not affiliated with The Leaders Group, Inc. Westland CA Insurance Lic #: 0785972

© 2016 Westland Financial Services Inc.