Annuity Training
Before contracting with an annuity carrier, product training is REQUIRED. Links to REQUIRED annuity training are below. Note that before contracting with an LTC carrier the eight hour CE or 4 hour refresher course is required. Click HERE for required LTC CE Courses.
A majority of states have adopted the 2010 NAIC Model Regulation on Suitability in Annuity Transactions. In states that have adopted this regulation, producers doing business in these states must comply with any new state and product training requirements. Majority of states require producers complete a minimum of four (4) continuing education requirements from an APPROVED vendor offering NAIC Training prior to solicitation. Carriers also require agents to take product specific training for their products.
Below is a chart with direct links to the carriers website to complete product training.
Carriers REQUIRE product training before soliciting ... and PROOF OF DATE OF COMPLETED TRAINING PRIOR to dates on submitted applications.
ALLIANZ
MUST COMPLETE BEFORE SOLICITATION
GERBER
MUST COMPLETE BEFORE SOLICITATION
Contact us directly for updated contracting information.
WEBSITE REGISTRATION REQUIRED (CONTACT MARKETMaxx FOR REGISTRATION INFO.)
MUST COMPLETE BEFORE SOLICITATION
MUST COMPLETE BEFORE SOLICITATION
MUST COMPLETE BEFORE SOLICITATION