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Your next step

Get Licensed in the Industry

Explore the path toward a life insurance license, starting with the requirements in your state.

Start with clarity.

Capital Expansion's guidance begins with understanding the industry and exploring the appropriate licensing channels. Ashley, our Licensing Coordinator, helps coordinate steps and inquiries related to the licensing process.

  1. 01

    Check your state's requirements

    Confirm eligibility and current requirements with your state's insurance department. Requirements depend on your state and the license you seek.

  2. 02

    Prepare for required education and exams

    Find out whether pre-licensing education and an examination apply. Use the providers and procedures accepted by your state.

  3. 03

    Complete the application process

    Follow your state's instructions for applications, fees, and any fingerprinting or background checks. The state determines whether a license is issued.

  4. 04

    Plan for ongoing responsibilities

    Review continuing education, renewal, and any appointment requirements before conducting licensed activities.