You should receive a Partner Code via email. Follow these instructions to sign up for your course:

• Visit https://www.xcelsolutions.com/
• Enter the Partner Code you received via email to receive a discount on your course. (Didn’t receive a code? Reach out the person who hired you for assistance.)
• Select the following from the dropdown menus:
  • State: choose your resident state
  • Education: Get Licensed
  • Line of authority: Life and Health
• Select the Life and Health Pre-licensing course for your state. (You do not need the Premier course.)
• Purchase your course and start studying right away!

Successful agents complete their course, prep review, and exam simulator within 10-14 days.

• 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.

New York does not require fingerprinting

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.