Rootfin Agent Contracting

life insurance contracting resized 600

Completing this online contracting will take 30-45 minutes.  Please allow enough time.

Make sure you have:

– Copy of your state licenses.
– Copy of your E&O
– Completed your AML (Anti-Money Laundering) training recently.  If you haven’t, you can do so for free here.  It will take about 10 minutes.

You’ll see a list of life insurance companies.  You won’t be appointed with any of them until you submit your first piece of business.  We recommend checking all the boxes so you have access to every carrier we offer.

At the end of the process you’ll have to fax over some documents.  If you prefer to scan and email, please email to jeff @

Click the link below to begin the processs:

Pinney Insurance/Root Financial AGENT CONTRACTING


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