Partner Up With Us Today




  • We Help With AHIP + CE CREDITS Expenses
  • We provide AML Training + Support 
  • We Have A Gas Allowance Program 
  • We Offer Top Level Contracts
  • We Provide National Retail Kiosk Programs
  • We Offer A Bonus Incentives Opportunity
  • We Have Several Lead Programs - Including NEW FACEBOOK LEADS
  • We Help Pay For E & O Coverage For TOP Producers 
  • We Offer  E & O Coverage To Our Agents At A Discounted Price 
  • We Pay 50/50 For The NEW FACEBOOKS LEADS
  • We Offer So Much More...

This is a great opportunity for any agent looking to educate seniors and to generate a book of business through insurance LEADS. We provide marketing and support to help you as an agent/agency to be successful in this senior market thats growing rapidly. Since we are providing a lot of helpful resources and marketing expenses we require agents to partner with us through our insurance carriers we represent. You will need to complete paperwork to partner with us and provide the necessary documentation.  Once the appointment paperwork with our insurance carriers are approved some additional training is required depending on the product you are wanting to market.  The agent will need to complete the online training courses before being able to sale. We look forward to working with you!


Agent Paperwork


Lets get started! We offer a list of insurance carriers below that we are currently working with. Click on the pdf or links to get started.  If you have any questions please complete the contact us form and a marketing coordinator will follow up with you. 

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]


Aetna Sr. Dental / Vision / Hearing
Adobe Acrobat document [1.3 MB]
SC Aetna Sr. Dental / Vision / Hearing
Adobe Acrobat document [1.3 MB]

 E-CONTRACTING LINK:  Oxford Life Form

American Amicable
AA Form 1.pdf
Adobe Acrobat document [202.1 KB]
American Amicable
AA Form 2.pdf
Adobe Acrobat document [482.9 KB]
American Amicable
AA Business Form.pdf
Adobe Acrobat document [86.8 KB]
Greece Trip 2020
Adobe Acrobat document [772.8 KB]
Final Expense
Senior Choice Brochure.pdf
Adobe Acrobat document [305.0 KB]
AML Instructions.pdf
Adobe Acrobat document [25.2 KB]
New file download
Paper FE Flyer.pdf
Adobe Acrobat document [842.4 KB]
GTL Agent Paperwork
GTL Contracting [1].pdf
Adobe Acrobat document [509.1 KB]
GTL Advance Paperwork
Adobe Acrobat document [54.5 KB]
FGL Agent Paperwork
Adobe Acrobat document [856.0 KB]
FGL W-9 Agent Form
W9 Agent Form.pdf
Adobe Acrobat document [27.7 KB]
Mutual Trust Paperwork
MGA Agent Contracting Package-16 (0217)[[...]
Adobe Acrobat document [366.2 KB]
Mutual Trust Paperwork 2
Confidential Background Questionnaire Fo[...]
Adobe Acrobat document [217.9 KB]
Mutual Trust W9
2017 Form W-9 template and instructions[[...]
Adobe Acrobat document [127.6 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 Direct 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. 


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