Annuity Training

2020 NAIC REVISED ANNUITY TRAINING MODEL

Continuing Education Training 

  • If either the Original or Revised version of the NAIC Annuity Suitability regulation applies in the state where the sale takes place, you must also complete NAIC General Annuity Continuing Education Training; see chart below.
  • Additionally:
    • If you have already completed the original NAIC General Annuity Continuing Education Training  and if the Revised Annuity Suitability regulation (2020 version) applies in the state where the sale takes place, you must either complete a new one hour, one-time training CE OR an updated four-hour training CE; see chart below.
    • If you are a newly-licensed agent and the state where the sale takes place has enacted the Revised Annuity Suitability regulation (2020 version), you must complete a four hour, one-time training CE.
  • General Annuity Training CE must be completed with a state-approved training vendor.
  • Click here for your state link to your state-approved vendor.
  • New Business applications received without completed training will not be accepted.
  • Whether this training is already completed or you’re taking it now, you must provide a certificate of completion for NAIC General Annuity Continuing Education Training to the carrier  before soliciting business.

NEW REVISED PDF WITH STATE EFFECTIVE DATES

 


 

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