Mandatory Product Training
Requirements to Sell Annuities
The majority of states have adopted a version of the NAIC Model Regulation on Suitability in Annuity Transactions. According to this regulation, producers doing business in states that have adopted this regulation must comply with state and product training requirements. We have partnered with LIMRA to provide you with training. Select the link below to launch our training site. New users will need to complete registration and will be presented with all required training.
Our Requirements
Meet these requirements before soliciting business
Insurance producers may not solicit an annuity application unless the producer has adequate knowledge about the product and the producer is in compliance with the issuing insurer’s standards for product training. We currently provide detailed product training materials. This product specific training provides the information needed to have adequate knowledge about our annuity products prior to solicitation.
In addition to the state training requirement, producers must complete product specific training before soliciting our annuity products regardless of whether you are an existing producer or a newly licensed producer.
To prevent processing delays, you must complete the required training as described above prior to appointment activation with our company and/or prior to solicitation of any new annuity applications if already appointed.
