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STEP 1
01
STEP
FINGERPRINTING
1. Complete fingerprinting before your exam. This process takes the longest, so it's strongly recommended to do it in advance.
2. Print Pages 1 - 2 of the Fingerprinting PDF.
3. Take this Fingerprinting form to any local UPS.
Note: If you can't complete it before your life license exam, you can have your fingerprints taken on the exam day.
STEP 2
03
STEP
1. Go to
2. Click on "I'm a Test Taker" button
3. Filter By: Insurance > Select state: California > Input in Search bar: Life
4. Click More+ to expand the list and Select: CA PSI Site - Life Examination
(available in Chinese, Korean, Spanish, Tagalog, and Vietnamese)
5. Click on Check for available dates
6. Select CA PSI Site - Life Examination and click on Continue
(available in Chinese, Korean, Spanish, Tagalog, and Vietnamese)
7. Choose a Test Format:
-
Online Proctored (Live)
-
Onsite (Test Center) < Recommended
8. Locate and select your nearest test center, then choose an available date and time slot.
9. Sign in or Create Account to book a test and input your information
10. Complete the Process and Input all your data.
Note: The sooner you schedule your license exam, the sooner we are able to get you going, and get you paid!
STEP 3
STEP 4
04
STEP
STUDY EXAM CRAMS
These 2 PDF study guides will support your knowledge base for
taking the exam.
1. Use and study PDF study guides
2 Complete your 32-hour training and practice tests
You should be well-equipped to taking your license exam!
Click Below for more Study Options:
-
Quizlet (Online Flash Cards)
STEP 5
05
STEP
APPLY FOR YOUR LICENSE
1. Go to
2. Click on Apply for a License
3. Select New Insurance License
4. Choose 'Resident' and 'Individual'
5. Input Your Email and Create an Account
6. Enter Last Name, Social Security Number, and Select Preparer: Applicant
7. Choose State you are applying for: California
8. Select Payment Method: Credit Card/Electronic Check submission
9. License Type: Insurance Producer
10. Qualification Code: Life
11. Finish Application
The state may take approximately 2-3 weeks to process your application. We recommend checking your licensing status with the Department of Insurance weekly. You should receive an email regarding your license.
NEXT STEPS AFTER APPLYING FOR YOUR LIFE LICENSE:
NAVIGATION
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