Licensing & Contracting

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New Advisors

For advisors that are new to MarketShare, or for those that are contracting with a new line of business, you can access our L&C Enrollment Kit to provide your information online, one time!

L&C Enrollment Kit

Anti-Money Laundering (AML) Training

For complete instructions, access our L&C Kit:  AML Training

Anti-Money Laundering (AML) must be completed every two years.  Insurance carriers will require a copy of the Completion Certificate to verify that the training is current; however, if the course was taken through LIMRA, the Completion Certificate will be automatically provided to the carrier.  Most carriers will also accept AML training completed through affiliated broker dealers.

LIMRA      WebCE      RegEd      CETrack

Carriers With Restrictions

The following carriers have restrictions on accepted AML vendors:

  • Brighthouse:            LIMRA only; must complete current course annually
  • John Hancock:        LIMRA only
  • Mutual of Omaha:   LIMRA, WebCE, RegEd, Kaplan, and Sandi Kruise
  • Prudential:               LIMRA or broker dealer AML
  • Principal:                 LIMRA, RegEd, or broker dealer AML