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Insurance Exam Checklist: 7 Proven Steps to Get Licensed Fast

This free checklist gives you a no-fluff game plan to pass quickly and start earning. You’ll lock in your license path (Life, Health, or P&C), enroll in a state-approved course, and follow a simple study schedule (weeks 1–4) with high-value topics to focus on. Practice until you’re consistently 85%+, book your exam, then file your license and fingerprints—links and state steps included (e.g., GA Sircon & Fieldprint). 

Want structure? Grab the Study Planner (PDF) and a state-style practice quiz. No guesswork. Just a proven process, built by a tenured instructor, to get you exam-ready—fast.
Author
Torie Loga
Format
PDF
     
4.1 / 687 Reviews

Top 5 Best Practices to Pass Fast and Build Momentum

  • Lock in the Right License Early
    Don’t waste time studying the wrong material. Take the 45-second quiz to match your goals with the right license—Life, Health, or P&C.
  • Master the Modules, Don’t Just Finish Them
    This isn’t about checking boxes—it’s about knowing your stuff cold. Study to understand, not to survive.
  • Practice Like It’s Game Day
    Timed exams are your secret weapon. Keep testing until you’re scoring 85% + every time.
  • Track Weak Spots Relentlessly
    Write down every question you miss and review it nightly. The pros get better by studying what beat them.
  • Think Like a Business Owner
    Your license isn’t just a certificate—it’s your product. Plan your next move: continuing education, insurance carrier appointments, and building your book of business.

Torie Loga

Founder & Insurance Career Coach


A Message from Torie Loga

Getting your insurance license isn’t just about passing an exam — it’s about changing your life. When I first started, I didn’t have a roadmap or mentor telling me what to do next. I built one — step by step — and that’s exactly what this Insurance Study Planner & Checklist gives you.  So don’t overthink it. Follow the plan, stay consistent, and believe in yourself even when it feels tough. I’ve trained hundreds of agents who started exactly where you are right now — and they all made it. You can too.

Get your free
guide now!

Don’t miss this opportunity to learn from proven strategies used by successful independent agents in the industry.
Author
Torie Loga
Type
Design Thinking
Layout
PDF