Become an IM65 Approved Advisor

This page is an application form for agents who are already licensed. It is not a consumer page.

Required: first and last name, email, phone number, National Producer Number, and state license number. Optional: an agency or LLC name, the states you hold licenses in (all 50 plus DC), your product specialties from a fixed list — Medicare Advantage, Medicare Supplement, Part D drug plans, final expense, term and whole life, IUL, fixed indexed annuities, dental and vision, hospital indemnity, ACA plans, mortgage protection and more — and a free-text message about your experience or questions.

Beside the form, the page lists what the portal includes: quoting tools (a final expense quoter, a multi-product quoter, a Sunfire Matrix integration), a resource center of scripts and training, referral and pipeline tracking, a compliance center, an IM65 Approved badge, and a public advisor profile page.

What it will not do: submitting is an application, not an acceptance. After you submit, the page says it will reply within one to two business days, and that approved applicants then get instructions to set up a portal login. It does not publish commission levels, contracting terms, or carrier appointments. And it cannot be submitted without an NPN and a state license number — there is no path through this form for an unlicensed applicant, so the form links one instead.

Next: submit the application, sign in to the portal if you already applied, or start with the licensing page if your license has not been issued yet.