Contracting Packet
Join the Solution
Email and Contact Options
If you are having any issues with our electronic application process, please send us an email or call us today and we can take care of that for you!
However, if you prefer using your own pen to fill out the form to be a part of our team, here is the printable (and fillable) version that you can sign and fax to 952-657-7568 or email at contracting@nfisolutions.com
Steps to Complete
The following documents must be submitted to NFI Solutions in their entirety:
- Agent Personal Information Licensing Questionnaire
- Copy of E&O certificate
- Letter of explanation for “yes” responses
- Proof of AML completion
- Certificate of Signature Authorization
- State annuity suitability training
- EFT form and copy of voided check
- Jurisdictional & Venue Agreement
Any missing information will be highlighted in red for your review and correction. This form will be directly sent to our contracting team.
Upon submission, our contracting team will send out a welcome email with any requirements remaining and instructions moving forward, glad to have you on the team!
Electronic Contracting Packet
Click here to start the contracting packet process! If you need assistance in completing the form, you are always welcome to reach out to the NFI Team!