Are you compliant?

Agent Training & Compliance

Annuity Training NAIC State Training and Carrier Training are both required prior to solicitation

Complete the state NAIC Annuity Training

Step One

Complete the state NAIC Annuity Training
Complete the Carrier Specific Annuity Product 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:

WebCE          QuestCE          RegEd

Step Two Carrier Specific Annuity Product Training

American Equity

American Equity

 

Please contact our contracting team if you have any questions or need any further assistance at 214-696-9756 or Contracting@insdesign.com

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