Producer Onboarding
Thank you for considering working with Genworth and CareScout. Please refer to training and contracting steps below.
Training
Anti-Money Laundering Training
This course provides information regarding Anti-Money Laundering responsibilities to be compliant with Section 352 of the USA PATRIOT Act.
ClearCert Long Term Care and Annuity Suitability Training
ClearCert provides state-mandated training certifications that carriers must validate for the benefit of their distributors and producers.
What are the training and appointment requirements by state?
Steps to Become a Genworth and/or CareScout Producer/Agent
Please complete the following steps to be contracted with CareScout and/or Genworth.
Depending on your activities, you may need to submit a PIF. Please note that a PIF is not needed for servicing agent changes for variable life and annuity products. If you had a previous appointment with Genworth, you may need to submit an updated PIF. This note is not applicable for CareScout. This also will ensure we have all your current contact and setup information.
Step 1: Policy Compliance
Read, understand and agree to comply with all provisions contained in the following documents:
Producer Agreement
Producer Agreement
Producer Ethical Market Conduct Guide
Producer Ethical Market Conduct Guide
Disclosure of Intent to
Obtain Consumer Reports
Disclosure of Intent to
Obtain Consumer Reports
Multipurpose Confidentiality Addendum and Producer Conduct Rule
Multipurpose Confidentiality Addendum and Producer Conduct Rule
Producer Agreement
Producer Agreement
Producer Ethical Market Conduct Guide
Producer Ethical Market Conduct Guide
Disclosure of Intent to Obtain Consumer Reports
Disclosure of Intent to Obtain Consumer Reports
Multipurpose Confidentiality Addendum and Producer Conduct Rule
Multipurpose Confidentiality Addendum and Producer Conduct Rule
Step 2: Producer Information and Appointment Form (PIF)
Read, understand and complete the following document:
PIF Package
PIF Package
Need help filling the form? See Producer Information Instructions
PIF Package
PIF Package
Please note: The ENTITY portion of the PIF is not needed.
Need help filling the form? See Producer Information Instructions.
Do you have questions? See Frequently Asked Questions.