Life Insurance Guidance in West Covina, California

Explore life insurance and financial solutions with Rose P Katigbak, an independent agent affiliated with Vantage Financial Alliance.

LIC. California Agent #OA86988 — Also licensed in other states.

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Independent brokerage

Guidance built around your needs

Rose is affiliated with Vantage Financial Alliance and helps clients explore solutions from multiple insurance carriers. Product availability and features vary by state and carrier.

How to Get Licensed

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Step 1: Enroll 32 Hours

Review pre-licensing course options at xceltesting.com.

  1. Insurance Pre-Licensing bundle courses
  2. Select your state.
  3. Select Licensing education (LIFE Only)
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Step 2: Fingerprinting

Fingerprinting needs to be done before your exam. This process takes the longest, so it is highly suggested to do it prior to your exam. If you choose to do fingerprinting before your exam, please print page 1 only of the pdf below. You can take this form to any local UPS. If you are unable to do it prior, your fingerprints can also be taken the day of.
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Step 3: Register for State Exam

Visit psiexams.com and create an account.

- When registering, please choose:

  1. Government/State Licensing Agency.
  2. Your State.
  3. Department of Insurance.
  4. Life Agent ONLY Exam PSI .

- When it asks for your school/provider, select: XCEL SOLUTIONS LLC

Look up test schedules to determine where you want to take yours. If you have trouble, contact me! The sooner you schedule your license exam, the sooner we are able to get you going, and get you paid!

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Step 4: Study Exam Crams

These are some additional study guides to support your knowledge base for taking the exam. With these study guides, paired with your 32-hour training and practice tests, you should be well-equipped to taking your license exam!

Here is also a Quizlet (flash card online) to help you:
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Step 5: Apply for License

Visit sircon.com and follow these steps:

    New insurance license
  1. Choose ‘resident’ and ‘individual’ then continue
  2. Enter email and continue
  3. Enter last name, ssn, applicant
  4. Choose state you are applying for
  5. Keep processing method at credit card/electronic check submission
  6. License type: resident producer then continue
  7. Qualification code: Life then continue
  8. Fill in require field only
  9. Finish application

The state will take anywhere from 2-3 weeks to process your application. Please check you email for your license.

After licensing move on to getting appointed below.

Vantage Financial Alliance
ADDRESS

3044 S Adrienne Dr

West Covina, CA 91792

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