Qualify by Income
To qualify by income, a certification letter signed by the applicant is required with supporting documents that verify the amount claimed, such as:
- Commission statements
- A statement of income signed by:
- Representative of the company/broker-dealer/brokerage agency;
- CPA (or equivalent); or
- Representative of the applicant’s personal agency/corporation/office.
- A W-2, 1099 or other income tax statement
Business written by a single producer
An employee of an insurance carrier working with producers
Management of a general agency or agency.
Carrier/Home Office sales managers, directors of sales & vice presidents of sales
Levels of Membership
Available to members applying for the first 9 consecutive years of qualification OR for the first 14 total years.
Available to non-producing members applying and qualifying for 10+ consecutive years OR for 15+ total years; for members that are no longer in production.
Life & Qualifying
Available to members that still generate production at qualifying level and have achieved lifetime membership.
Leading Producer Qualifier