Online Contracting
Welcome - Step 1 of 10


To get started, please fill out the form and submit to us with these additional documents:

  • A copy of your insurance license
  • A copy of your E&O (if you carry it)
  • A copy of a voided check for direct deposit
  • A copy of the proof of anti-money laundering training
  • A copy of the written explaination(s) for any background issues (explained further on the Background Information page)
  • A copy of your CE training certificate (if required in your state)
  • If applying as the principal of a corporation: provide a corporate license and a voided check in addition to your individual license
  • If applying for Athene and are a corporation: provide a corporate resolution or a list of authorized signers

Please be advised that some carriers charge resident and-or non-resident appointment fees. Contact Pinnacle Financial Services for details.

Registration on is required to process contracts.
Click or drag files to this area to upload. You can upload up to 10 files.