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Lorraine Griswold
Insurance Services Manager

lgriswold@SPFnet.com

Visit www.imeriti.com, your resource for the latest products and tools to guide you through your annuity sales!

Licensing Procedures

  1. As the agent, you must either complete the online appointment, or fill out the PDF forms and fax back to our licensing team at 866.801.3507.

  2. Once step number 1 is complete, our licensing team will review the appointment and send to the insurance company.

  3. Once it is sent to the insurance company, the company will process the licensing requests based on their volume and if business is pending. Typically, with no pending business, the licensing process can take up to 4 weeks.

  4. The licensing team will follow-up with the insurance company on a regular basis to determine status and keep the agent abreast of any changes.