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.

AIG

MUST COMPLETE BEFORE SOLICITATION

FORETHOUGHT

MUST COMPLETE BEFORE SOLICITATION

GUGGENHEIM

MUST COMPLETE BEFORE SOLICITATION

NORTH AMERICAN

MUST COMPLETE BEFORE SOLICITATION

MUST HAVE PRODUCT CODES IN ADVANCE

PRINCIPAL

MUST COMPLETE BEFORE SOLICITATION

SENTINEL SECURITY

MUST COMPLETE BEFORE SOLICITATION

ALLIANZ

MUST COMPLETE BEFORE SOLICITATION

Contact us directly for updated contracting information.

GERBER

MUST COMPLETE BEFORE SOLICITATION

Contact us directly for updated contracting information.

LINCOLN NATIONAL

MUST COMPLETE BEFORE SOLICITATION

ONE AMERICA

MUST COMPLETE BEFORE SOLICITATION

PROTECTIVE LIFE

MUST COMPLETE BEFORE SOLICITATION

SYMETRA

MUST COMPLETE BEFORE SOLICITATION

PRODUCT CODE: SYAADVANTAGE

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AMERICAN EQUITY

MUST COMPLETE BEFORE SOLICITATION

GREAT AMERICAN

MUST COMPLETE BEFORE SOLICITATION

NATIONAL WESTERN LIFE

MUST COMPLETE BEFORE SOLICITATION

PACIFIC LIFE

WEBSITE REGISTRATION REQUIRED (CONTACT MARKETMaxx FOR REGISTRATION INFO.)

MUST COMPLETE BEFORE SOLICITATION

CALIFORNIA

ALL STATES

ROYAL NEIGHBORS

MUST COMPLETE BEFORE SOLICITATION

VOYA

MUST COMPLETE BEFORE SOLICITATION

AMERICAN NATIONAL

MUST COMPLETE BEFORE SOLICITATION

ATHENE

MUST COMPLETE BEFORE SOLICITATION

EQUITRUST

MUST COMPLETE BEFORE SOLICITATION

PHOENIX

MUST COMPLETE BEFORE SOLICITATION

SAGICOR

MUST COMPLETE BEFORE SOLICITATION

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Annuity Training