Texas Life Agent licensing

Texas application steps, fingerprints, exemptions, temporary authority, and license scope.

Showing 21–30 of 69 articles · Page 3 of 7

Do Nonresident Texas Life Agents Need Texas CE?Most nonresident Texas insurance agents follow the continuing-education rules of their resident state rather than completing a separate Texas CE progr…
Does Annuity Best-Interest Training Transfer to Texas From Another State?Sometimes. TDI allows a nonresident agent to use a course approved by a state that complies with NAIC annuity best-interest training requirements, or …
How to Verify a Texas Agent's Annuity CertificationStart with TDI’s quarterly list of agents who completed annuity certification, then separately check the agent’s license and appointment status. The c…
How to Verify a Texas Life Insurer's License and Complaint HistoryUse TDI’s Company Lookup and company profiles to confirm that a life insurer is authorized in Texas and review available financial and complaint infor…
Texas Annuity Agent Compensation Disclosure: What Must Be Explained?Before recommending an annuity in Texas, an agent must give the consumer the prescribed transaction disclosure, including information about the agent’…
Texas Annuity Best Interest: Care, Disclosure, Conflict, and DocumentationTexas Insurance Code Chapter 1115 structures an annuity recommendation around four duties: care, disclosure, conflict management, and documentation. A…
Texas Annuity Best-Interest Conflicts: What Must an Agent Address?Texas Insurance Code §1115.0515 requires agents to take reasonable steps to identify material conflicts related to annuity recommendations, then avoid…
Texas Annuity Best-Interest Records: What Agents and Insurers KeepTexas law requires an agent to keep a written record of an annuity recommendation and its basis, along with applicable consumer refusal or non-recomme…
Texas Annuity Best-Interest Training and Continuing EducationTexas resident agents must complete an approved four-credit Annuity Best Interest certification course before selling annuities, then complete eight h…
Texas Annuity Consumer Profile: Information to Collect Before RecommendingBefore recommending an annuity in Texas, a producer should understand the consumer’s financial situation, insurance needs, objectives, time horizon, i…