Are you compliant?
Agent Training & Compliance
Annuity Training NAIC State Training and Carrier Training are both required prior to solicitation
Step One
Complete the state NAIC Annuity Training
Step Two
Complete the Carrier Specific Annuity Product Training
Step One NAIC State Annuity Training
The NAIC has adopted the 2010 Suitability in Annuity Transactions Model Regulation. Producers will be required to complete two different training requirements prior to the solicitation of an annuity:
View NAIC Annuity Training Regulations by State
**California, Florida, Hawaii and Texas have state specific annuity courses, which are not reciprocal in other states.
Annuity Suitability Training Vendors:
Step Two Carrier Specific Annuity Product Training
American Equity
- American Equity
- American General
- American National
- Great American
- Integrity
- Jackson National
- Lafayette
- Lincoln National
- Minnesota Life
- Mutual of Omaha
- Nationwide
- New York Life
- Oxford
- Penn Mutual*
- Principal
- Protective
- RSLI
- Sagicor
- SBLI
- Standard
- State Life
- Symetra
American Equity
- Product Training: Access Here
Please contact our contracting team if you have any questions or need any further assistance at 214-696-9756 or Contracting@insdesign.com