Step 1: Overview of the Application Process
Please review the information below about the Retiring America Associate Application.
Instructions for Completing the Retiring America Associate Application
Fill out the Associate Application
Please provide all of the requested Personal and Contact information and answer the questions in the Background Questionnaire. You can go "Save" or "Exit" the application at any time and complete the application later.
Accept the Retiring America Back Office Website Terms of Use
Please review and accept the terms of use for the Retiring America Associate Back Office Website ("Retiring America Back Office").
Enrollment Processing Fee - $100.00
Your Associate Application will not be submitted to Retiring America until you click the "Submit and Complete My Application" button at the end of the application process and your payment of the enrollment fee has successfully been processed.
Your card will not be charged unless your application is accepted and an account is created to access the Retiring America Back Office.
Before you proceed, please make sure you have the following information:
Your Social Security Number.
Retiring America and its affiliates and subsidiaries are required by Federal law to obtain your Social Security Number for wage and tax reporting purposes. The number you provide must correspond to your legal last name.
Your Personal and Contact Information.
This includes your current address, e-mail address, phone numbers, date of birth, and State Driver's License information.
Credit Card Information
. You will be asked to pay a non-refundable $100.00 enrollment processing fee as part of the Application. Please have the exact name on your credit card, expiration date, and billing address ready.
Important Disclaimers:
This is not an application for employment with Retiring America or its affiliates or subsidiaries.
Associates are independent contractors who may opt to be representatives of various providers of products and services offered through third parties and distributed through Retiring America.
Due to licensing requirements and different legal requirements in various jurisdictions, we recommend that you do not apply unless you are a U.S. Citizen or Permanent U.S. Resident. In addition, please note that we are unable to accept Applications from individuals residing in the following states:
Alaska, Hawaii, Louisiana, Massachusetts, Mississippi, Montana, Virginia, West Virginia, and Wisconsin
. This list is subject to change without notice.
Associates are not compensated for recruiting other Associates.
Compensation to Associates is based on commissions or referral fees for the sales of products and services offered to the public. Before you can solicit or sell any products or services, or earn any commissions, you must obtain any required state licenses, obtain errors and omissions insurance coverage (for sales of insurance and annuities), and enter into contracts with product or service providers to solicit business on their behalf.
Neither Retiring America nor its affiliates or subsidiaries guarantee approval of your Application and Retiring America reserves the right to decline or cancel your application(s) for any reason. In the event that your application is declined or canceled, you will not be charged the Enrollment Processing Fee.
While we take various electronic and physical measures to secure your personal information, you enter any personal data onto this site at your own risk. Retiring America and its affiliates or subsidiaries are not responsible in any manner for damage or injury that may occur from use of this site or the interception of your personal data by a third party. Your use of this site is provided "as is" and without warranties of any kind, either express or implied. Please see the Terms of Use for the Retiring America Back Office.
The Enrollment Processing Fee of
$100.00 is non-refundable
and covers the costs associated with creating and providing ongoing access to the Retiring America Back Office, and providing administrative support for applications and Insurance Carrier appointments (if applicable). Continued access to your account will be subject to the Terms of Use for this site. Attempts to refund or charge back this processing fee will result in a revocation of access to the Retiring America Back Office.
Please note that you may also be responsible for any State examination fees, pre-licensing training and education, as well as any regulatory licensing fees (if applicable) and the Enrollment Processing Fee does not cover those costs.
I Understand and Wish To Proceed
Exit