The Excelsior Marketing Appointment Process (for licensed agents)
All agents and brokers are required to take the Anti–Money Laundering Training Course per the USA Patriot Act.
The Insurance Carriers have partnered with LIMRA International to offer the AML base and recertification training.
The life carriers will contact LIMRA to set up an account for you. Once appointed to a carrier please log in to the course at the following web address: https://aml.limra.com
The first time you log in, you must enter your user name and password as follows:
- Username – Your username is the first four letters of your last name (lowercase) combined with the last six digits of your Social Security number.
- Password – Your pre–assigned password is your complete last name (lowercase)
Once you have logged in you will be prompted to create a new password. The new password must be different from the pre-assigned password to gain access to the training site.
If you are not appointed to a carrier and wish to complete the training before you submit your appointment application you can log in to the course at the following web address: http://nailba.limra.com/Nailba_default.html
Please follow the above instructions once you log in for the first time.
If you complete your AML training through another provider the life carriers will require a copy of the Certificate showing proof of completion.
LIMRA will not send you a certificate of completion as the life carriers will be able to verify the training through the LIMRA website.
Please click here for more info