New Annuity Suitability and Best Interest Requirement

Anyone wanting to sell Annuities must complete a 4-hour course on Annuity Suitability and Best Interest and a company training on their annuity products.  For those producers that complete the prior 4-hour course, they have an opportunity to complete a 1-hour course covering the changes within 6-months of the effective date.

  • Alabama** 1 hour Webinar expires on 1-1-2022
  • Arizona   1 hour course expired on 6-30-2021
  • Arkansas* 1 hour Webinar expires on 1-1-2022
  • Delaware* 1 hour Webinar expires on 2-1-2022
  • Idaho*  1 hour course expired on July 1, 2021
  • Iowa* 1-hours course expired July 1, 2021
  • Michigan
  • Montana
  • Nebraska* 1-hour Webinar expires on 1-1-2022
  • North Dakota* 1 hour course expired on 8-14-2021
  • Ohio
  • Rhode Island
  • Virginia**   1 hour Webinar expires on 3-1-2022

* We offer 4-hour online & 1 hour update webinar .

** Courses Pending

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