1). Complete required education
You can attend live classes or take an online course. This will be an out of pocket expense that will be reimbursed upon registering your license under my agency.
* Up to $500 total combined credit towards fees.
Click this link to get started
Visit Enterprise Training School
2). Take your Pennsylvania License Test
Click the following link for requirements and documents needed in addition to the completed education standards. This will be an out of pocket expense that will be reimbursed upon registering your license under my agency. * Up to $500 total combined credit towards fees.
https://www.insurance.pa.gov/Licensees/BeforeYouApply/Pages/Testing-Site-Information.aspx
3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC
3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC
This is where you will find a world of information and tools to help you succeed in our new career.
**Please view, download, and follow the directions for "Contracting Instructions" under the "Useful Documents" tab above to register as a new agent under Jeffrey J. Rood and Associates LLC
4). Register with AHIP
3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC
This is also a requirement for doing business as an insurance professional. You'll receive important updates on any changes with Medicare Supplemental and Advantage insurance Plans. This will be an out of pocket expense that will be reimbursed upon registering your license under my agency. * Up to $500 total combined credit towards fees
.
Take the AHIP testing through Aetna and save $50
5). Take individual certifications for the healthcare plans that you plan to offer your clients.
Depending on your coverage area, these plans may be different, and change from year to year.
Errors and Omissions insurance must be purchased before completing these certifications. Cost is approximately $465.00
6). The ABC's of Marketing and reaching new clients.
- You'll need to create a Fictitious name or Corporation.
- Order brochures and postcard mailers.
- Accompany me on an appointment and see first hand how to present the products and answer the clients questions.
- A detailed outline can be found under the tab "agents" above.