Licensing Information
The sold case process consists of the following:
1. Application Information
2. Licensing Information
3. Bound Case Information
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.
Agent Appointment
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
Attention: Underwriting Department
2700 West Cherry Lane, Suite 110
Meridian, ID 83642
877.868.5775
208.893.5040 fax
email |
