Annuity Training

Carrier Product Training

 

NAIC Annuity Training

No agents are exempt or grandfathered in from needing this requirement.

View Full Grid of all NAIC regulations


NEW NAIC Model Regulation 275 (Best Interest) 

As states adopt the new NAIC Model Regulation 275, a new annuity standard of care rule becomes effective. This new “best interest” standard, which replaces the old suitability standard, impacts the sales process requiring producers to use new point-of-sale form requirements, producer disclosures, and documentation obligations.

New Required NAIC Best Interest Training
All producers will be required to complete a new training course related to compliance with the new model. Depending on whether the producer has already completed the 4-credit annuity training course in the past, he or she must also complete either (1) a new 1-credit hour training course or (2) a newly revised 4-credit course which incorporates the new model.

The state-by-state grid that outlines the date these changes take effective.

 View Full State-by-State Grid for all NAIC regulations


Links to Providers: 

updated 09.06.22