TMK For Agent Training Only; Not for Sales Use Licensing, E-Docs John Sheere Director – Sales Support

TMK For Agent Training Only; Not for Sales Use Agenda When to use UA and LNL EDOCS Data Sheet – Review of Key Items Appointment Process – Temp and Perm Agent Licensing Automation Overview Appointment Process – Non-Resident Contact Information Questions 2

TMK For Agent Training Only; Not for Sales Use When to use UA and LNL EDOCS Traditional Liberty Branch Always use LNL EDOCS Conversion Branch Depends on license type and products to be sold 3

TMK For Agent Training Only; Not for Sales Use When to use UA and LNL EDOCS Conversion Branch Applicant holds perm license and wants an appointment with both UA and LNL Always upload through UA EDOCS LNL contract will be included to be signed Issuance of the LNL number is an overnight process once the UA number is activated 4

TMK For Agent Training Only; Not for Sales Use When to use UA and LNL EDOCS Conversion Branch Applicant holds temp license or holds a perm license but only wants an appointment with LNL Upload through LNL EDOCS 5

TMK For Agent Training Only; Not for Sales Use Data Sheet – Review of Key Items Next we will review a sample data sheet for some commonly missed items. 6

TMK For Agent Training Only; Not for Sales Use Sample Data Sheet Issues 7

TMK For Agent Training Only; Not for Sales Use Sample Data Sheet Issues Invalid Social Security Number Last name misspelled Incorrect birthday U.S. citizen Felony question Question 7 yes answers Ever used another name AL only (5 year work history) 8

TMK For Agent Training Only; Not for Sales Use Appointment Process – Temp States AL – $50 payment through PayPal or in the Home Office via money order FL/MS – Copy of online application or copy of the temp license GA/TX – Original Temp App and proof of completed fingerprinting * IL – Original Temp App *Note – TX temps should only be used when absolutely necessary because of the cost and limited number 9 Proof of Temp License

TMK For Agent Training Only; Not for Sales Use Appointment Process – Temp States (LNL) Internal Background Check State background check Agent number issued (not activated) Welcome packet sent Verify license has been issued through NIPR Complete appointment with the state (if required) Activate Agent number to write business 10 Process Steps

TMK For Agent Training Only; Not for Sales Use Appointment Process – Perm States (LNL) Passing results received Internal background check State background check Agent number issued (not activated) Welcome packet sent Verify license has been issued through the NIPR Complete appointment with the state (if required) Activate Agent number to write business 11 Process Steps

TMK For Agent Training Only; Not for Sales Use Appointment Process – Perm States (UA) Verify license has been issued through the NIPR Internal background check State background check Complete appointment with the state (if required) Agent number issued and activated to write business Welcome packet sent 12 Process Steps

TMK For Agent Training Only; Not for Sales Use TMKOnline 13

TMK For Agent Training Only; Not for Sales Use Agent Licensing – Process Status 14

TMK For Agent Training Only; Not for Sales Use Appointment Process – Non-Resident Send request to appropriate box for requested states License must be issued and on NIPR before appointment can be made Upline must be licensed and appointed in requested states Conversion Branch requests will be added to both UA and LNL unless otherwise specified 15

TMK For Agent Training Only; Not for Sales Use Agent Licensing Contact Information This is where all UA Agent Licensing questions and correspondence should be sent. This is where all LNL Agent Licensing questions and correspondence should be sent. Uploads arrive next day and take 2-3 days to process External background checks can take 3-5 days responses within 48 hours 16

TMK For Agent Training Only; Not for Sales Use What have you put on your To Do List? 17