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:
- Producers selling/soliciting annuity products must obtain a 4 hour CE course from an approved vendor. This is a one-time requirement.
- 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.