APPOINTMENTS

Get appointed with XPT. It's Fast and Easy.

We require that each retail broker be appointed

The process is easy:

  1. Download & complete the Agency Profile

  2. Download & complete the Retail Producer Agreement

  3. Download and complete the W-9 form: http://www.irs.gov/pub/irs-pdf/fw9.pdf

  4. Submit with a copy of your license and E&O Declarations Page to your local XPT office. Upon receipt of all of the necessary material listed above, we will begin processing your appointment.

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