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Liberty Financial Resources Contracting Forms


Click here to download Liberty Financial Resources contracting forms 


This package works for ALL the Carriers we represent and you only need to do this ONCE unless there has been a major change in your status or background.

If you have already completed a Liberty Financial Resources Contracting package and simply want an additional appointment for another carrier, all you need to do is send us an e-mail requesting an appointment for that additional company.

For a list of the Carriers we currently represent, please click on the Carriers button on theleft side of this page. If the company you are seeking an appointmnet with is not listed orif you have any questions about Liberty Financial Resources contracting, please call our office at

(866) 234-4370.

If you are currently or were previously contracted with the Carrier you are requesting,please check with them to see if you are eligible to transfer. If not, you will need to secure a written release from your existing upline.
  • Print out the entire document
  • Check off the insurance carriers you wish to be contracted with
  • Circle the states where you wish to be appointed. (Some companies may charge non-res fees)
  • Complete all areas requested
  • Sign the Liberty Financial Resources Disclosure and in the Box of the Signature Authorization Form
  • Email, Fax or Mail the completed forms along with copies of: Current E&O Certificate, Voided Check, AML Training Certificates, Proof of 4 hour CEand Product Training in NAIC states and any required written explanationsor documentation pertaining to background questions. Please send to:


Fax: 216.539.3416

Mail: Liberty Financial Resources
70 W. Streetsboro St, Suite 301

Hudson, OH 44236

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