Pearson VUE Exam 01: 55 scored questions + up to 5 unscored pretest, 75 minutes, scaled passing score 70, $45 per attempt. Content per Pearson VUE Outline #123415 (eff. Mar 2, 2026): Types of Life 17, Annuities 5, Provisions/Options 11, Other Life Topics 8, NC Statutes (Life) 14.

Pearson VUE Exam 02: 55 scored questions + up to 5 unscored pretest, 75 minutes, scaled passing score 70, $45 per attempt. Content per Pearson VUE Outline #123415 (eff. Mar 2, 2026): A&H Policies 22, A&H Provisions 11, Other A&H Topics 8, NC Statutes (A&H) 14.

Sprint 2 / Phase 3: Complete open-book AHIP & carrier readiness engine built directly on 42 CFR Parts 422 & 423 (including 91 FR 17583 April 2026 Final Rule). Covers Parts A, B, C, D, IRMAA brackets, Late Enrollment Penalties, 21 MARx SEP codes, TPMO rules, SOA rules, and FMV compensation.

Sprint 3 / Phase 4: Fiduciary Investment Adviser Representative qualification tailored for Series 66 alumni. Covers Investment Advisers Act of 1940, Uniform Securities Act, Form ADV Parts 1 & 2A/2B, custody, performance fees (Rule 205-3), Modern Portfolio Theory (Sharpe, Treynor, CAPM, Alpha, Beta, DCF), and Fixed Income/Equity valuation.

Post-March 2027 Expansion (Q2 2027): Zero pre-licensing under Session Law 2025-45 (HB 737). Unlocks Canopy Connect 1-click Auto/Home senior rate audits inside the Senior Magic Portal and Commercial Church Multi-Peril, Pastoral Liability, and D&O packages.

Post-March 2027 Expansion (Q3 2027): 3-Part self-study federal tax practitioner exam (Part 1: Individuals, Part 2: Businesses, Part 3: Representation). Unlocks automated OCR 1040 Retiree Tax Prep, RMD/Roth conversions, IRMAA appeals (Form SSA-44), and Clergy IRC § 107 housing allowance compliance.

Post-March 2027 Expansion (Q4 2027): 100% self-study exam under N.C.G.S. Article 33A. Authorizes representing homeowners, churches, and commercial properties in hurricane, wind, hail, and fire insurance claim negotiations for 10%–15% settlement contingency fees.