Hot state-MA

26 views
Skip to first unread message

Vickie Chiang

unread,
Jan 21, 2015, 3:27:29 PM1/21/15
to licens...@googlegroups.com, chiang...@gmail.com

Dear all

Our team expanding quickly to MA, it is a very good market and I am happy to see we have a team growing!

Please pay more attention, MA is a hot state which means you need to have all license and appointment ready to get override.

 

You can use attached form to request to add a line to your current MA license, ex. Health or security.

And pls make sure you have every company’s LTC appt too!

 

Thanks!

 

 

Best Regards,

 

Vickie Chiang

Senior Marketing Director

World Financial Group

Transamerica Financial Advisors, Inc.

Registered Representative

Cel:       650-799-8977

Fax:      888-674-8723

 

Office 1: 3907 Prince St. 6A-3

             Flushing NY 11354

 

Office 2: 520 White Plains # 5025

             Tarrytown NY 10591

 

producer-lr-dup.pdf

Vickie Chiang

unread,
Jan 21, 2015, 3:40:38 PM1/21/15
to licens...@googlegroups.com

Sorry for get to indicate how to add a line to your current license for MA.

http://www.mass.gov/ocabr/licensee/license-types/insurance/adding-a-new-line-of-authority-to-an-active.html

Adding a New Line of Authority to An Active Producer License

If you hold an active Individual Producer License and you would like to add on a new line of authority to your license, please follow the instructions below, as we do not require a new application for adding on a new LOA's:

Adding on the Accident, Health or Sickness Line of Authority

Resident - To add on this new Line of Authority, mail in your new test score report with a cover letter, include your MA Producer license number and home address.Mail your request to the following address: The Division of Insurance, Attn: Producer Licensing, 1000 Washington St, Suite 810, Boston, MA 02118. If you are currently grandfathered and you add on this new LOA, you will no longer be considered grandfathered for Continuing Education requirements.

Non-resident - Send an email to ProducerUpd...@state.ma.us and in the subject line type in, "Adding on Accident, Health or Sickness LOA". Indicate your MA Producer license number and your resident state in the email; as your request will be verified with your resident license on NIPR's PDB.

Adding on Life Line of Authority

Resident - To add on this new Line of Authority mail in your new test score report with a cover letter to the Division's address above; include your MA Producer license number and home address. If you are currently grandfathered and you add on this new LOA, you will no longer be considered grandfathered for Continuing Education requirements.

Non-resident - Send an email to ProducerUpd...@state.ma.us and in the subject line type, "Adding on Life LOA". Indicate your MA Producer license number and your resident state in your email request, as your request will be verified with your resident license on NIPR's PDB.

 

 

Best Regards,

 

Vickie Chiang

Senior Marketing Director

World Financial Group

Transamerica Financial Advisors, Inc.

Registered Representative

Cel:       650-799-8977

Fax:      888-674-8723

 

Office 1: 3907 Prince St. 6A-3

             Flushing NY 11354

 

Office 2: 520 White Plains # 5025

             Tarrytown NY 10591

 

producer-lr-dup.pdf

Shufang Hsieh

unread,
Jan 21, 2015, 3:58:26 PM1/21/15
to Vickie Chiang, licens...@googlegroups.com
When I apply for MA's license, they asked me to provide affiliated company and I need to fill out their FEIN number, where can I find these information? Thank you!

Shufang 

--
You received this message because you are subscribed to the Google Groups "licensedteam" group.
To unsubscribe from this group and stop receiving emails from it, send an email to licensedteam...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.



--
Shufang Hsieh
Preferred Financial Planner

World Financial Group

Office 1
3907 Prince St. 6A-3
Flushing, NY 11354

Office 2
520 White Plains # 5025
Tarrytown, NY 10591 

Vickie Chiang

unread,
Jan 21, 2015, 3:59:17 PM1/21/15
to Shufang Hsieh, licens...@googlegroups.com

No need to fill that out.

It doesn’t have the red *.

 

 

Best Regards,

 

Vickie Chiang

Senior Marketing Director

World Financial Group

Transamerica Financial Advisors, Inc.

Registered Representative

Cel:       650-799-8977

Fax:      888-674-8723

 

Office 1: 3907 Prince St. 6A-3

             Flushing NY 11354

 

Office 2: 520 White Plains # 5025

             Tarrytown NY 10591

 

Tso-Hui Ting

unread,
Jan 21, 2015, 6:32:23 PM1/21/15
to Shufang Hsieh, Vickie Chiang, License Winning
I think I went to NIPR to apply non-resident license.  I don't think I fill FEIN number.
where did you apply for the MA license?

Ting
Reply all
Reply to author
Forward
0 new messages