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Jack
Welcome back,Jack
Jack Maroney
Agency Owner · A3151
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Operations Requests

What do you need to get done?

Start with what you're trying to accomplish. We'll route it to the right team automatically, no guessing which department to email.

One front door for every request Auto-routed to the right desk No more scattered forms
Track my requests

I need to…

Pick what you're trying to do. The form opens, you fill it in, we handle the rest.

You don't need to know which department owns it. That's our job.

How your request gets where it's going

Every request flows through one intake, then routes to the team that actually handles it.

1
You tell us what you need
→
2
Central intake reviews it
→
3
Routed to the right department
→
4
The right team takes it from here

Promote an Agent

Authorization for Agent Promotion · routes to Coding & Promotion

1
Details
2
Review & sign
3
Sent
This authorization covers Senior Associate (SA) through Senior Marketing Director (SMD) only. EMD-level promotions use a separate form.
Jack
James MaroneyExecutive Marketing Director · A3151
Authorizing EMD
Authorization for Agent Promotion
Global Financial Impact
Agent name—
Agent code—
Promoted to level—
Authorizing EMDJames Maroney · A3151
Once you sign, this is sent to the agent in-app for their signature. No email required.
Your signature*
Sign here with your mouse or finger
By signing, you authorize this promotion as the agent's upline EMD.

Signed and sent

Your promotion authorization for — has been signed and sent in-app for their signature.

You signed
Agent signs
GFI Operations approves
Track in My Requests
You'll be notified when the agent signs and when GFI approves.

Discard this request?

You have unsaved changes. If you exit now, this request won't be saved.

Demote an Agent

Authorization for Agent Demotion · routes to Coding & Promotion

1
Details
2
Review & sign
3
Sent
Voluntary demotion requests cover Associate (A) through Senior Marketing Director (SMD) only.
Jack
James MaroneyExecutive Marketing Director · A3151
Authorizing EMD
Authorization for Agent Demotion
Global Financial Impact
Agent name—
Agent code—
Demoted to level—
Authorizing EMDJames Maroney · A3151
Once you sign, this is sent to the agent in-app for their signature. No email required.
Your signature*
Sign here with your mouse or finger
By signing, you authorize this demotion as the agent's upline EMD.

Signed and sent

Your demotion authorization for — has been signed and sent in-app for their signature.

You signed
Agent signs
GFI Operations approves
Track in My Requests
You'll be notified when the agent signs and when GFI approves.

Terminate My Contract

Termination Request · routes to Compliance

1
Details & sign
2
Sent
This is a voluntary request to end your contract with GFI. Once you sign, it routes to Compliance for processing.
You
James MaroneyAgent A3151 · jackmaroney90@gmail.com
Requesting agent
Your signature*
Sign here with your mouse or finger
By signing, you confirm this is your voluntary request to terminate your GFI contract.

Signed and sent

Your termination request has been signed and sent to GFI Compliance for processing.

You signed
GFI Compliance reviews

Fix a Commission Issue

Commission Resolution · routes to Commissions

1
What's wrong
2
Quick checks
3
Details
4
Sent

Tell us what's going on. We'll walk you through a few quick checks first, most issues are resolved before a ticket is ever needed.

Run these quick checks first. They catch the most common causes, and in many cases you'll resolve it here without a ticket.
Likely cause found
You
James MaroneySubmitting EMD · A3151
EMD
Policy & provider
Commission amounts
Writing agent

Commission ticket submitted

Your commission issue has been routed to the GFI Commissions team. You can track its status in My Requests.

Submitted
Commissions reviewing
Resolved
Track in My Requests

Transfer an Agent

Move an agent to a new hierarchy · routes to Contracting

1
Agent
2
Transfer type
3
Review
4
Sign & submit
5
Submitted

Start by picking the agent you're transferring. We'll pull their current hierarchy automatically, no need to retype anything.

Why is this agent transferring?
Agent Transfer Authorization
Global Financial Impact
Once you sign, this enters the approval workflow. You'll be notified as it moves through each stage.
Your signature*
Sign here with your mouse or finger
By signing, you initiate this transfer as the submitting EMD. The receiving and releasing chains will be asked to confirm.

Transfer submitted

Your transfer request has been signed and submitted. It's now moving through the approval workflow.

Draft
Submitted
Approvals
Compliance
Completed
Track in My Requests
You'll be notified as the transfer moves through approvals and compliance review.

Licensing & Education Center

Licensing, CE, and training · answers first, help if you need it

Most licensing and CE questions have a quick answer. Find what you need below, and if it's not here, send it to the right desk at the bottom.

Still need help?
Didn't find your answer above? Tell us what's going on and we'll route it to the right team automatically.

Errors & Omissions (E&O)

Buy, renew, and manage your E&O · all in one place

Your E&O is activeAnnual policy · renews 04/30/2027 · $3,000,000 total limit
Active
Your plan
Manage
Payment
E&O is billed separately from the rest of GFI. Your card is entered fresh here and handed to GFI's secure checkout.
New to E&O? Here's how it works

E&O is a group policy GFI carries; you buy your individual coverage right here. It must stay active at all times while you hold a license.

  1. Pick your plan above (monthly $45, or annual $499).
  2. Enter your card and check out.
  3. Your coverage activates immediately and shows here as Active.

Marketing Directors and above are required to carry the annual plan. Best practice for everyone is annual, so a missed monthly payment never lets your coverage lapse.

Non-Resident License

Get licensed in a state you don't live in · done on NIPR

Before you startStep 1 of 5
This one happens on NIPR

A non-resident license is applied for directly on NIPR, the national licensing site. GFI can't submit it for you, but it only takes a few minutes and we'll walk you through every screen so you don't get lost.

Have your SSN, date of birth, and a payment card handy. You'll also enter your last 5 years of employment history.
Open NIPR in a new tab Need your NPN?
Identify yourself

On the NIPR screen, prove who you are. This is quick.

  1. Choose Individual.
  2. Set Search Type to SSN, enter your Last Name and SSN, check I accept, and verify you're human. Then click Next.
  3. Enter your Date of Birth and click Next.
  4. Click Start.
Choose what you're applying for

Tell NIPR which license, where, and what type.

  1. Choose Producer Licensing → Initial → Non-Resident.
  2. Select the state (or states) you're applying in.
  3. Pick your line of authority. It always starts with Life (sometimes shown as Life & Annuities, pick that variation).
  4. Review the license cost for that state.
Fill out your info

Complete your biographic data, then work down the sections on the left.

  1. Complete your biographic data, then go through each section:
    • Confirm your address (you can skip if it's not accurate)
    • Confirm your phone number
    • Confirm your email
    • Add your employment history for the last 5 years
  2. Answer the background questions.
Background questions and required documents vary by state. If you answer Yes to any of them, that state will ask you to upload supporting documents before you can finish.
Review, attest & pay

Last stretch. Confirm everything, sign off, and submit.

  1. Review your info.
  2. Choose that you're submitting for yourself.
  3. Read the attestation and accept it. This is a legal certification, under penalty of perjury, that your info is true and that you're licensed and in good standing in your home state.
  4. Enter your email for the receipt, review, enter your card, then submit and pay.
That's it. Your application goes straight to the state. Most non-resident licenses come back quickly once your home-state license verifies.

State Licensing Guide

What getting licensed looks like, step by step

This is your map of what to expect, so nothing catches you off guard. Your GFI licensing coordinator walks you through every step when it's time. You're never doing this alone.
Pick your state above to see the licensing roadmap, timeline, and what to expect.

AML & Annuities Training

What to assign before this agent can sell

Pick a state to see exactly what training each agent needs and which SuccessCE course covers it. No guessing which course to assign.
Pick a state above to see the required training and exactly which courses to assign.

CE Requirements

What your state requires to stay licensed

This is what your state asks for to keep your license active. Your licensing coordinator helps you get it done right when it's time.
Pick a state above to see its continuing education requirements.

Order a Recognition Award

Your Success Club ring or Achievement watch

Update Ownership / Beneficiary

Your beneficiary on file and how to request a change

Request submitted