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  • Licensing & Contracting
    • Contracting Tools
    • Find Out More (FAQs)
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
    • Insurance Products
  • Quoting & Technology
    • Life Center
    • Life Quoting Tools
    • Medicare Center
    • Resource for Rates
    • Underwriting
  • Marketing & Leads
    • Lead Center
    • Legacy Safeguard
    • Marketing Materials
    • Plan Enroll
    • Prospecting Tools
    • Website
    • Website Quoting Tool
  • Education & Tools
    • Annual Enrollment
    • Blog
    • Certification & Training
    • File Upload
    • Referral Program
    • Webinars
  • About & Contact
    • Contact
    • Our Story
    • Our Team
    • Testimonials

Education & Tools

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Certification & Training
Visit the Certification & Training page to gain access to continuing education, E&O, Anti-money laundering training, AHIP training, our Medicare Supplement and Life insurance kits and more.
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Blog
Read our latest blog posts to stay up to date on ways to grow your business. Post questions and get answers from our knowledgable team.
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Webinars
​Never miss an important webinar, event or training session by bookmarking and subscribing to our calendar on our Webinars page.
Training Events Training Events
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Annual Enrollment
Visit the Annual Enrollment​ page to stay up to date with carrier certification, black out dates, AHIP information, First Looks and more.
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File Upload
Upload any files and documents securely to our team via our File transfer form.
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Referral Program
If you are not contracted directly with a specific carrier, or if you do not offer a certain Life or Health insurance product, consider referring your clients to us, and we’ll guide them through the process. You make the introduction, and we will do the rest! And when the policy is issued you will receive a compensation referral fee.

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

[email protected]
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​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

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