Partner Up With Us Today

We Help With AHIP Cost For Our Partner Agents

We Have The Top Incentive Bonus And Trip Programs


We Help With The State Appointment Fees Cost For Our Loyal Partner Agents

This is a great opportunity for any agent looking to educate seniors and to generate insurance LEADS. We provide all the marketing, advertisement, and seminar cost. Since we are providing a lot of helpful resources and expenses we require agents to partner with us through one of our insurance carriers we represent. You will need to complete paperwork to partner with us along with the necessary documentation.  Once the appointment paperwork with one of our insurance carriers is approved, and you have completed the online agent training course, you will be able to start hosting available or setup seminars.    


Agent Paperwork

Lets get started! We offer a list of insurance carriers that we work with. Please see a list of carriers below that you would like to partner with and represent at the seminars.  Click on the pdf or links to start the process. 

Aetna Form 1
Adobe Acrobat document [585.1 KB]
Aetna Form 2
Adobe Acrobat document [701.8 KB]
Aetna Form 3
CGFLP02856 Form Producer Information And[...]
Adobe Acrobat document [940.7 KB]
Aetna Product Chart
Product Availability Chart with Descript[...]
Adobe Acrobat document [290.9 KB]
W-9 Form
W-9 Form.pdf
Adobe Acrobat document [116.5 KB]

 E-CONTRACTING LINK:  Oxford Life Form

Settlers Life Paperwork
Settlers Paperwork .pdf
Adobe Acrobat document [276.3 KB]
GTL Agent Paperwork
GTL Contracting [1].pdf
Adobe Acrobat document [509.1 KB]
FGL Agent Paperwork
FGL Agent Paperwork.pdf
Adobe Acrobat document [142.3 KB]
FGL W-9 Agent Form
W9 Agent Form.pdf
Adobe Acrobat document [27.7 KB]

The required information is needed for each corresponding insurance agent or agency:

  • ​Copy of each license, resident (non-resident, if applicable)
  • If you are requesting appointment for the agency, we require that a copy of the agency's license accompany the request.
  • The W-9 form is required for agents to receive commission compensation
  • Copy of drivers license
  • Proof of E&O Errors and Omissions coverage
  • Copy of VOIDED check either individual or company (If setting up agency) - This is needed if getting paid commissions directly from the insurance carrier


What is the advantage for the insurance agent ?

National Senior Seminar is a marketing organization that uses seminars across the country to help generate leads for the agent.  Our goal is to create the opportunity for our agents by promoting education/sales events for seniors to come learn. Since we provide the cost of setting up the seminar location, sending out mailers, and other forms of advertisement we request the agent to join our marketing team by contracting through us. We are not a captive marketing organization. We only encourage agents to give our marketing organization the opportunity to help you increase your book of business and a chance to meet new clientele through our strategic successful seminar strategy.  Please call us today and we can start a strategic seminar plan for you and to help you achieve higher success through our support. 

How long does it take until the insurance agent can host its first seminar?

Once the insurance agent sends back the contracting paperwork from the insurance carrier and the online training is complete and approved we can setup your first few seminar. If the agent does not like any of our established locations already setup we can create a new location for the agent with dates and times that work for the agent. 


If you have any questions or need assistance getting started please contact one of our marketing representatives below:



Bret Louden

Agent Marketing Manager 

Contract Coordinator 

Phone: 704-806-2884

Fax:     704-806-2884




Jacqueline Juday

Agent Marketing Manager 

Drop Leads Coordinator 

Direct Phone: 704-494-9526



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