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Carrier Training
Pacific Guardian Life
Complete this before you take an application. Carrier training and state training both have to be on file. When they are not, cases do not just wait — they come back for new signatures, and that is a conversation with your client you can avoid.
Access product specific training here:
PGL Annuity Product Training is located in the contracting packet that is completed through SureLC. Agents must attest to reviewing the training materials prior to soliciting business.
Pacific Guardian MYGA Product Training
(Last Page is a certification form and needs to be returned with contracting)
Questions on this requirement?
Call (919) 981-6355 or email info@GDPmail.com and we will tell you exactly what is outstanding.
