Alberta - Get Life Insurance Agent Certificate of Authority

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Procedure

Apply Online

1. To Get a Life Insurance Agent Certificate of Authority, the applicant will need to approach the Alberta Insurance Council. Here is the contact Link
2. The applicant will need to pass an exam within the previous 12 months before a license can be issued. Find further information under the “Information which might help” section of this page.
3. The applicant will need a CIPR number before logging in to their account. Click on the link under the “Required Documents” section of this page to obtain the number.
4. The applicant can log in using the following Link
5. If the applicant does not have an account, follow these steps:
   • Click on the following link to the user registration page Link
   • Enter all the relevant information when prompted and click on the “Register” option.
   • Once the applicant enters the information and clicks on the register, they shall obtain their CIPR number, save this information.
   • The applicant must click on the link sent to their registered email to activate their account.
   • Log in to the account using the credentials once the applicant has clicked on the link.
6. Once logged in, on the left side of the page, click on “Licenses”.
7. Under “No active licenses”, click on the “Apply for a License” option.
8. Enter all the details when prompted. Under license class select one of the options under the “general” option depending on the one that applies to the applicant and click on “Continue”.
9. Select “Yes, create an application”.
10. Enter all the other information when prompted.
11. Submit digital copies of the documents under the “Required Documents” section of this page.
12. The applicant will need to make the fee payment, find further information under the “Fees” section of this page.
13. Submit the application by clicking on “Submit”.
14. The applicant will need to write exams depending on the level they have applied for. Once they pass this exam, they shall obtain their certificate.

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Required Documents

• Criminal record check Link
• Recommendation letter by an authorized person i.e., employer (agency or sponsoring insurance company)
• Errors and omission policy Link
• CIPR number Link

Office Locations & Contacts

Office Address & Exam Centre:
1430 308 4th Avenue SW
Calgary AB T2P 0H7
(403) 233-2929
Office Address & Exam Centre:
2700 10180 101 Street NW
Edmonton AB T5J 3S4
(780) 421-4148
For general information: info@abcouncil.ab.ca
For licensing-specific information: licensing@abcouncil.ab.ca
For exam-specific information: exams@abcouncil.ab.ca
Phone: (800) 461-3367
Contact Link

Eligibility

• Any applicant with an employer (agency or sponsoring insurance company) can apply for the life insurance agent certificate.

Fees

• The applicant will need to pay a fee of 95$.
• Find information here: Link

Validity

• The validity will be specified by the authorities.

Documents to Use

Please attach documents that can be used by other people. e.g. Links.

Sample Documents

Please attach sample completed documents that would help other people.

Processing Time

• The applicant shall receive their certificate once they complete the exams.

Related Videos

Videos explaining the procedure or to fill the applications.
Attach videos using the following tag <&video type='website'>video ID|width|height<&/video&> from external websites.
Please remove the '&' inside the tags during implementation.
Website = allocine, blip, dailymotion, facebook, gametrailers, googlevideo, html5, metacafe, myspace, revver,
sevenload, viddler, vimeo, youku, youtube
width = 560, height = 340, Video ID = Can be obtained from the URL of webpage where the video is displayed.
e.g In the following url 'http://www.youtube.com/watch?v=Y0US7oR_t3M' Video ID is 'Y0US7oR_t3M'.

Instructions

• The applicant will need to write exams and pass them to obtain their certificate. Find information here: Link

Required Information

A list which displays the kind of information which is required to complete the procedure.
e.g.
1. Date of Birth.
2. City or Country of Birth.

Need for the Document

• A life insurance agent is one who is an expert in fitting clients depending on their insurance needs. If a person wishes to work as a life insurance agent, they will need to be licensed.

Information which might help

• Exam information Link

Other uses of the Document/Certificate

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.

External Links

Place some external links which might help.

Others

More information which might help people.