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Welcome to AIM Group, where we are dedicated to equipping our agents with the tools they need to succeed. From the latest financial calculators and comprehensive trainings to fundamental illustrations and full access to our Case Lab, we provide everything you need to deliver personalized planning solutions for your clients.
CONTRACTING & LICENSING
Getting Started with AIM Group
Everything you need to begin your insurance journey, complete compliance requirements, maintain licensing, and access carrier portals — all in one centralized location.
Already Licensed?
Start Your Contracting Process
Begin your onboarding and carrier contracting through SureLC.
SureLC Portal
Start your contracting process now.
Not Licensed Yet?
Complete Your Pre-Licensing Education
Get started with discounted pre-licensing education through AIM Group’s preferred training partner.
Xcel Solutions Pre-Licensing Training
​Partner Code:
aimg
CONTRACTING & LICENSING
​Required Certificates Before Conducting Business
E&O Certificate
Errors & Omissions Insurance required for independent agents conducting insurance business.
Anti-Money Laundering (AML) Certification — 4 HR
Required compliance certification for all agents before conducting business.
CONTINUING EDUCATION
Stay Compliant with State Training Requirements
California State Annuity Training
Please select your resident state when registering through WebCE.
CA State Required Annuity Training — 4 HR
CA State Required Annuity Training — 8 HR
LICENSE UPDATES & MAINTENANCE
NIPR LicenseHub
Manage all state license updates including:
• Address Changes
• License Renewals
• State Maintenance
• License Updates
CARRIER PORTALS
Quick Access to Carrier Agent Portals
​Access illustrations, applications, underwriting tools, commissions, and case management systems.
Carrier
North American
National Life Group
CoreBridge
Athene
F&G
Nationwide
EquiTrust
Midland Life & Annuity
Ameritas
Transamerica
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