Important Required Annuity Training
NAIC States require that agents complete Annuity Suitability Continuing Education, AML, and product specific training BEFORE an annuity application is dated.
Now that all 50 states have adopted the NAIC Suitability in Annuity Transaction Model (NAIC Reg. 275), agents and insurers are required to have reasonable grounds before recommending annuity products and they must ensure they are suitable. Additionally, insurers are required to formulate methods to monitor annuity sales. This new regulation has specific annuity training requirements for insurance agents. Below, you'll find all the links you need to register for and complete your training.
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NOTE: Already completed your training but still need to request a contract for a particular carrier?
1. State Annuity Suitability CE
There are two options for training:
2. Product-Specific Training Links
This must be renewed every two years. There are two options for completion:
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