Business Entity Adviser Applicants Instructions: Corporate Adviser Licensing Requirements pdf format of licensing-checklist-business-entities.pdf

The requirements for advisers are governed by M.G.L. c. 175 §177A and §177B. To become an insurance adviser in the Commonwealth, applicants must meet the following requirements:

  1. No insurance license issued to the applicant has ever been revoked or suspended.
  2. The applicant is trustworthy and competent.

Please review contract information: Adviser Contract Information pdf format of Adviser Contract Information (Corporate)
Written adviser's contract must correspond with the name on the insurance adviser's license; no other name will be accepted.
Please submit the following:
  1. A complete and accurate license application.
  2. A written contract describing advising services.
  3. A check for $200 made payable to the Commonwealth of Massachusetts. Please note the fee is non-refundable.