Getting licensed

Study tips

While studying, be very certain you never go past a word you do not fully understand. The only reason a person gives up a study or becomes confused or unable to learn is because he or she has gone past a word that was not understood. The confusion or inability to grasp or learn comes AFTER a word the person did not have defined and understood. It may not only be the new and unusual words you have to look up. Some commonly used words can often be mis-defined and so cause confusion. If the material becomes confusing, you can't seem to grasp it, you go blank on a page, or you get tired and yawn while studying, there will be a word just earlier that you have not fully understood. Go back until you find the word and define it until you are comfortable with it. This habit will greatly improve the consistency and retention of your study!

The expectation is to study for a minimum of 2 hours a day. Look at each one as a step towards ownership. With consistent study, you will pass all of your exams and be on your way to owning your own agency!

Life insurance License

There are three initial steps to becoming a licensed life insurance agent. The licensing coordinator in our Primerica office can send you all the necessary links for each step.

Register and complete your training class that will prepare you for the test.
Register for your exam for 5 days or less after your class. Recommended to schedule the exam before you attend class so you can focus strictly on studying.
Register to have your fingerprints taken for a date immediately after you have successfully passed your test.

Once you have passed your test and completed your fingerprints, you will then need to complete your Primerica State Application.

Securities Industry Essentials (SIE)

Kaplan recommends 40-80 hours of study spread out over ~4 weeks depending on your background. It is recommended a person starts studying after they are promoted to District Leader.

series 6

Kaplan recommends 40-60 hours of study spread out over ~2-3 weeks. FINRA requires submission the U4 before the testing window is opened. Ensure your RVP is aware as they have to submit it to home office.

series 63

Kaplan recommends 30-40 hours of study spread out over ~3 weeks.

series 26

Kaplan recommends 40-60 hours of study spread out over ~3-4 weeks. Recommended if you are pursuing the RVP contract.

"A crusade is, simply put, something that's bigger than you are. It's a 'cause' with an impact that reaches beyond your personal wants and needs." - Art Williams

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