Licensing with The Producer’s Firm: Your First Step Towards Success
At The Producer's Firm, we ensure that all agents and advisors are fully licensed and compliant to protect both their business and clients. Licensing is a crucial first step for any professional in the financial services industry. Whether you're new to the business or expanding your services into new markets, we are here to assist with every aspect of the licensing process.
How We Help:
Customized Support: Contact our licensing expert, Lisa, at 860-584-5448 or via email at [email protected] for personalized assistance throughout the licensing journey.
Fast-Track Your Licensing: By clicking here to license with The Producer’s Firm, you will begin the process of registering as a producer with various carriers. We offer a streamlined experience to ensure your application is processed efficiently, saving you valuable time.
Errors & Omissions (E&O) Insurance: Essential Protection for Your Practice
E&O insurance is a critical component of your professional protection as a financial advisor. It shields you from claims of negligence or inadequate work, providing you with peace of mind as you help clients navigate their financial futures.
What’s Covered?
Legal fees and court costs associated with client claims.
Protection against claims related to advice, misrepresentation, and clerical errors.
By clicking here, you can easily obtain E&O coverage through our recommended providers. We collaborate with top insurers to ensure our agents have the best possible protection at competitive rates.
Non-Resident Licensing: Expand Your Reach
As a licensed financial professional, you may want to offer services in states beyond your home jurisdiction. Non-resident licensing allows you to operate legally across state lines, expanding your client base and growing your business.
Benefits of Non-Resident Licensing:
Grow your business by offering services to clients in multiple states.
Ensure legal compliance when advising clients who may have moved to different locations.
Click here for the non-resident licensing link and streamline the process of obtaining the necessary certifications.
Anti-Money Laundering (AML) Training: Compliance Made Easy
Anti-Money Laundering (AML) training is a regulatory requirement for all financial professionals. This mandatory training ensures that you are equipped to detect and prevent illegal activities, including money laundering and terrorist financing, while maintaining the integrity of the financial system.
Why AML Training is Important:
Protects your practice and your clients from fraud.
Ensures compliance with federal regulations under the USA PATRIOT Act and other laws.
We make it easy to complete this training with our trusted partner, LIMRA. Click HERE to access the AML training platform and complete your certification in a user-friendly online format.
Get Licensed Today
Ready to get started? The licensing process can be complex, but we are here to simplify it for you.
Contact Lisa at 860-584-5448 or [email protected] for dedicated support and guidance. By working with The Producer's Firm, you'll gain access to the tools and resources needed to build a successful financial services career.
Visit here to begin your journey to success today!
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Seasoned Agents, Seasoned Support
Jody Goss, President, CEP®, RFC®, NSSA®
Jody has over three decades of experience in the insurance industry. He is a nationally recognized expert in retirement income planning, estate planning, and Medicaid/long term care planning. He is listed in the Library of Congress as an Executive and Professional Who’s Who. Jody's expertise has made him an in-demand speaker where he has addressed a variety of professionals on substantial platforms across various media outlets, including radio, newspapers, and social media. He has helped to create several trademarked programs that have been successfully implemented in the financial services community. Jody can be contacted at 860-585-7958, or [email protected]. Connect on LinkedIn.
Eden C. Goss, Vice-President
Eden has over three decades of experience in the insurance industry. Eden oversaw the processing and paying of claims at Cigna Life. As an integral partner in The Producer’s Firm, she has helped to make the firm a preeminent source for insurance agents. She has done this by overseeing proper compensation for services rendered. Eden can be contacted at 800-639-2032 or [email protected]
Bianca Noiseux, RFC®, NSSA®
Director of Retirement Resources
Bianca has over two decades of experience in the financial services industry, she has excelled in various roles including Financial Advisor, Sales and Marketing Coordinator, and Case Coach©.
Through the years, Bianca has worked with Financial Advisors to accelerate their practices by acquiring new clients and deepening existing relationships. Her background as an annuity Case Coach©, retirement income expert, banking, insurance, business development, marketing, and client relations equip her to be a partner to your success.
Bianca’s primary focus is helping our agents understand and select proper annuity solutions leading to better client outcomes. Tap into her expertise by calling her at 860-956-5377 or email her at [email protected]
Lisa Newton
New Business / Licensing Specialist has focused on customer service for over two decades. This includes managing a national retail organization. As a new business and licensing specialist she has become proficient in navigating the process associated with expediting licensing and new business applications. She has the required skills to ensure that all requirements are obtained and processed in a timely manner, minimizing NIGO’s. Her oversight enables agents to obtain the desired financial solution as efficiently as possible for their clients. You can reach Lisa at 860-584-5448 or [email protected]
Linda Shorette
Insurance Specialist with over three decades of experience in the insurance industry. She has worked in key positions and earned various honors at organizations such as ING and BISYS. Her vast experience enables her to provide exceptional oversight of the insurance marketing and underwriting process. Contact Linda at 1-800-639-2032 or [email protected]
Get In Touch
The Producers Firm is closed on:
New Years Day
Martin Luther King Day
Good Friday
Memorial Day
Juneteenth
Independence Day
Labor Day
Thanksgiving Day
The Day After Thanksgiving
Christmas
