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Licensing information

Below is information and guidance on various aspects of licensure

Securing a Resident license

For an Individual

in Delaware

in Maryland

in Pennsylvania

For a Business Entity/Agency

Agency licensing

Securing a Non-resident license

General process - for filing a non-resident license

[Florida process]

Exemption from non-resident licensing - How certain commercial multi-state exposures can qualify for an exemption from licensing

Changing resident state - How "home state" is defined & how it impacts the licensing process

Other license-related issues

Prohibited Acts - Important prohibitions in the licensing statute

Treatment of renewal commissions for retired producer

Use of designations in sale of Life & Annuity products to Seniors

Can a personal bankruptcy impact producer licensing?


This document is not a legal opinion and should not be relied upon as such. The intent of this document is to provide a general background regarding the topic or topics discussed, not to provide legal advice. Producers and agencies should consult an attorney regarding specific situations and specific questions with respect to the topic or topics covered in this document. Neither the Insurance Agents & Brokers nor any of its employees shall be responsible for any errors or omissions regarding any statements made in this document, nor any errors or omissions regarding any statutes, regulations, court rules, and/or any other government documents cited in this document.


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Affordable, fee-based solutions in lieu of IA&B's do-it-yourself compliance resources.

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Agency Procedure Manual

Customizable documents to formalize agency workflows

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