NEW YORK PRELICENSING
Prelicensing Course: ExamFX
Prelicensing courses are offered by many vendors in each state but we have a discounted rate with ExamFX. Follow the instructions below to sign up for your course with our discount.
- ExamFX Sign Up: Go to ExamFX.
- Click the Register link in the top right.
- Your upline/AO should have provided you with an email address to enter under the Special Company Discount Pricing section, enter that email address and click the Next Step button.
- Select Insurance Prelicensing and your resident state.
- Select Life and Health Insurance and click the Next Step button.
- Select the Video Study Package and click the Next Step button.
- You are not required to purchase any add-ons. Click the Continue button.
- Click the New User tab to create your account.
- Fill out your info, agree to the terms & conditions, and enter your payment info.
- Start studying today! Study tip: Take the end of chapter quizzes first for each section. If you ace a quiz without having reviewed that chapter, it’s not a chapter you need to spend a lot of time studying.
- Remember, the state exam is pass/fail – whether you pass with a 79 or a 100, you still pass!
Exam
- New York insurance exam information can be found here.
- Select View Available Tests
- Select the NY Life, Accident, and Health Insurance Agent/Broker Exam Series 17-55
- Create an account to schedule your exam.
- Read all the information on their site to ensure you are adequately prepared on your test date.
Fingerprinting
New York does not require fingerprinting
License Application
You must wait 48 hours after passing your exam before applying for your license.
- Apply online via the NY DFS Portal.
- Business Type should be Individual.
- Fill out the required fields, click Next to proceed.
- Select your license type – contact your mentor if you need help.
- Make sure you’re applying for BOTH life and health – this may be all on one line item for your state or you may need to click two separate boxes (one for life and one for health)
- Depending on your state, what we’re calling “Health” may also be referred to as “Accident” and/or “Sickness” – it all means the same thing though.
- When prompted to enter business contact info – this still means your contact info. Do not include any contact information for Symmetry or any agency you do not own on your license application. If you do not have separate business contact info, use your regular info.
- SKIP any fields that are not required.
- Business Entity and Affiliations information – unless you are currently the principal agent of a business entity and are planning to apply for that entity to hold an insurance license, do not include any business entity info on this application. Those fields/sections are not required so you can skip them. Do NOT list Symmetry or any agency that you do not own.
- Continue to follow the prompts through the end of the application and pay your application fee.