Each state has its own licensing requirements, but the process generally involves completing an in-depth program covering different types of insurance, state regulations, and best practices for client needs. Agents must pass a licensing exam and undergo a thorough background check covering both criminal and financial history. Once licensed, they apply with insurance carriers, completing additional background checks and providing proof of insurance to protect clients. To maintain their licenses, agents must complete continuing education and renew their credentials regularly.

Every agent on My Trusted Advisor has successfully navigated this rigorous process, ensuring that you receive guidance from professionals committed to excellence.