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Licensing Information The sold case process consists of the following: 2. Licensing Information Agency & Agent Licenses Required for both the entity and an employed individual of the entity (preferably an officer), in both their resident states and the account’s state. Verifies the office location where the appointment is required and who will receive commissions, if applicable. In addition to the above, BEST RE also requires a copy of the Administrative Agreement between the Plan Sponsor and the TPA. BEST
RE
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