Reg 187 Resource Center

What you need to know

NY Reg 187 Best Interest Training & Carrier Specific Product Training are required prior to solicitation

Step One

Complete the NY Reg 187 Best Interest training

Step Two

Complete the Carrier Specific NY Product Training

Step One NY Reg 187 - Best Interest Course

You must take training on the NY Reg 187 Best Interest and the applicable carrier specific product training. Both trainings must be completed prior to making a recommendation and the application sign date for Term Life Insurance, Term Conversions, Guaranteed Universal Life Insurance, and Index Universal Life Insurance. If you are involved with the recommendation of a rider add or face increase transaction you must complete Best Interest Rule training prior to making the recommendation and the inforce policy change form sign date.

View NY Reg 187 – FAQ

NY Reg 187 Best Interest Training Vendors:

RegEd LIMRA Kaplan

Step Two Carrier Specific NY Product Training

Equitable
Lincoln National

Nationwide

Carrier approved Regulation 187 Best Interest Training vendors:

Any standard industry course

Carrier Specific Training:

Training Portal

	RegEd Product Code	Product Name
	GL Term	Nationwide – Guaranteed Level Term
	Whole Life 100-20-Pay	Nationwide – Whole Life 100-20-Pay Whole Life
	YourLife CareMatters NY	Nationwide – YourLife CareMatters -NY
	YourLife Indexed UL Prot	Nationwide YourLife Indexed UL Protector – New York
	YourLife Indexed UL Accum	Nationwide YourLife Indexed UL Accumulator – New York
	No Lapse Guar UL II	Nationwide No-Lapse Guarantee UL II

Nationwide Reg 187 Training Info

Reg 187 FAQ

Protective Life & Annuity

Carrier approved Regulation 187 Best Interest Training vendors:

Any standard industry course

Carrier Specific Training:

Training Portal

	RegEd Product Code	Product Name
	PSPTNY	Protective Series Passport Term Life NY
	PSWLNY	Protective Series Whole Life
	PSEMNY	Protective Series Estate Maximizer
	PCCTNY	Protective Classic Choice Term NY
	PC2ULNY	ProClassic II UL
	NPWLNY	Protective Non-Participating Whole Life Insurance

Protective Reg 187 Training Guide

Principal
Prudential
Securian

Transamerica

United States Life Insurance | Corebridge (AIG)
William Penn

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

	Select a Vendor	Course Code
	RegEd	19TERM0100
	Kaplan	19TERM0100

	QuestCE Product Code	Product Name
	PLIFE1262019	Securian – NY Reg 187 Life Product Training

RegEd Product Code		Product Name
TLFINALEXP	19TL_01	Transamerica – Final Expense Portfolio Training
TLFFIUL	19TL_02	Transamerica – Financial Foundation IUL

Reg 187 Resource Center

What you need to know

NY Reg 187 Best Interest Training & Carrier Specific Product Training are required prior to solicitation

Step One

Step Two

Step One NY Reg 187 - Best Interest Course

View NY Reg 187 – FAQ

NY Reg 187 Best Interest Training Vendors:

Step Two Carrier Specific NY Product Training

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Equitable Compliance Bulletin

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Nationwide Reg 187 Training Info

Reg 187 FAQ

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Protective Reg 187 Training Guide

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training:

Approved Regulation 187 Best Interest Training vendors

Carrier Specific Training:

Compliance Bulletin

Carrier approved Regulation 187 Best Interest Training vendors:

Carrier Specific Training: