New Brunswick - Get Life Insurance Agent Certificate of Authority

Advertisement

Procedure

Apply Online:

1. To Get a Life Insurance Agent Certificate of Authority, the applicant will need to approach the Financial and Consumer Services Commission. Here is the contact Link
2. The applicant will need to create an account. Click on the following link to the login page Link
3. If the applicant has an account they can log in. If the applicant does not have an account, follow these steps:
   • On the log-in page, click on the “New User” option.
   • The applicant will need to enter their email address and click on “Submit”.
   • The applicant will need to enter an invitation code sent to their email address.
   • Enter password and click on “Sign Up”.
   • The applicant will receive a pop-up confirmation that their account has been created. the applicant will also receive an email confirmation.
   • Once logged in, the applicant will need to enter their personal information.
   • Under account type, select “Insurance Registrant”.
4. The applicant will be directed to the application form. Fill out the application form with all the relevant details.
5. Submit digital copies of the documents under the “Required Documents” section of this page.
6. The applicant will need to make the fee payment, find further information under the “Fees” section of this page.
7. The application will be processed within a few days from the submission.
8. Once the application has been approved, the applicant shall receive a confirmation email.
   

Advertisement

Required Documents

• Criminal record check
• Proof of completion of the required education and experience requirements
• CIPR number
  

Office Locations & Contacts

Address:
225 King Street
Fredericton
Email: [email protected]
Contact Link

Eligibility

• The applicant must obtain a criminal record check.
  

Fees

• The applicant will need to pay fees this will be intimated by the authorities.
• Find fee information here Link
  

Validity

• The validity will be specified by the authorities.
  

Documents to Use

Please attach documents that can be used by other people. e.g. Links.

Sample Documents

Please attach sample completed documents that would help other people.

Processing Time

• The application will be processed within 15 days from the submission.
  

Related Videos

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.g In the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.

Instructions

• If the applicant is a non-resident agent, they will have to provide the Certificate of Authority issued from the jurisdiction where they reside.
  

Required Information

• Name
• Civic address
• Mailing address
• Contact information
• Examination requirements
• Questionnaire
• Date of birth
• Employment history
• Applicant’s signature
• Certificate of sponsor
• PROBATIONARY ADJUSTER AGREEMENT
• Assistant adjustment agreement
• Adjuster agreement
• Payment type
  

Need for the Document

• A life insurance agent is an expert in fitting clients with their insurance needs. A person is required to be licensed before they can work as a life insurance agent.
  

Information which might help

• Information Link
  

Other uses of the Document/Certificate

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.

External Links

Place some external links which might help.

Others

More information which might help people.