The NAIC has adopted the 2010 Suitability in Annuity Transactions Model Regulation and several states have taken action to adopt the same or similar requirements. Producers are now required to take two different training requirements prior to soliciting business:

  1. Producers selling/soliciting annuity products must obtain a 4 hour CE course from an approved vendor. This is a one-time requirement.
  2. Prior to soliciting the sale of an annuity product, the product specific training required by the insurance carrier must be completed.

Product specific training courses vary by insurance carrier. Please contact our office for additional information on carrier specific trainings and deadlines. The list of carrier logos below are clickable and will send you to that carrier’s training website.

training

CARRIER TRAINING LINKS

AIG

Allianz

AmericanEquitylogo

AmericanNational

Athene

Equitrst

Fidelity and Guaranty Life

Foresters

Forethought

GreatAmerican

Guggenheim

Libertybankers

Lincoln

NationalLife

NationalWestern

NorthAmerican

One America

Oxford1

Phonix

Protective

Sagicor

Sentinel Security life

The Standard

WSFinancial