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5 days ago WEB Register online and create a profile. Complete your state-mandated annuity training. Complete Carrier-specific courses as they are assigned to you. Download our FAQs here. Annuity Training- Best Interest Standard FAQ’s. Producers: Contact us at …
6 days ago WEB Annuity Products- Best interest category. RegEd’s courses 490 and 491 were approved on 10/15/2020. Therefore, 490 and 491 course completions will be accepted going back …
1 week ago WEB Mar 12, 2020 · How the new NAIC best-interest standard meshes with the SEC Reg BI and how it differs from New York’s Reg 187; Training requirements that producers need …
3 days ago WEB Nov 6, 2019 · Navigating NY Reg 187’s Best Interest Standard. [Originally broadcast on November 6, 2019] Description: The New York Department of Financial Services (DFS) …
5 days ago WEB In 2020, the National Association of Insurance Commissioners (NAIC) approved the “Best Interest” Standard for Annuity Sales to further protect consumers of annuity products. …
4 days ago WEB Nov 1, 2023 · The final rule took effect on June 30, 2020. In 2018, the New York State Department of Financial Services proposed a new "best interest" standard for agents …
1 day ago WEB February 13, 2020—This afternoon, the National Association of Insurance Commissioners (NAIC) voted to recommend that the states amend their annuity sales regulations to …
1 day ago WEB This course provides a thorough understanding of the NAIC’s requirements under its revised 2020 “Suitability in Annuities Transactions” model regulation. This revised …
1 week ago WEB Jan 3, 2024 · Overview. This course offers a thorough orientation to annuities and their application for long-term asset accumulation and income distribution. It focuses on the …
1 week ago WEB Nov 7, 2022 · To avoid delays when submitting new annuity applications, be sure to check your state requirements in our NAIC Suitability by State chart — and complete your …
1 week ago WEB This course is structured around the NAIC’s 2020 revisions to its Suitability in Annuity Transactions Model Regulation and, upon completion, students will be able to …
2 days ago WEB Jun 20, 2022 · The bill requires producers to put the needs of clients first and to act in the client's best interest when recommending an annuity product. This law, known as Act …
2 days ago WEB Two Courses, designed to quickly get new and experienced producers ready to sell annuities in states that have enacted the new Model Rule 275. Courses are approved …
1 week ago WEB For RegED Technical Support, call 1-800-334-8322, Option 2. Upon RegED login, if you do not see “EquiTrust Annuity Product Training,” use access code: EquiTrust. To begin …
1 week ago WEB This course provides a thorough understanding of the NAIC’s requirements under its revised 2020 “Suitability in Annuities Transactions” model regulation. This revised …
1 week ago WEB Jan 10, 2024 · The NAIC suitability guidelines set requirements for agents and insurers to only recommend annuities that fit a consumer’s financial needs. Insurers and agents …
1 week ago WEB Insurers are responsible for verifying that a newly licensed agent selling an annuity product in Virginia on their behalf, on or after September 1, 2021, has completed the one-time …
5 days ago WEB Apr 20, 2023 · Standard Annuity Suitability/Best Interest Training is a one-time training that is required to be completed before soliciting annuity business. Most states have …
4 days ago WEB Suitability and Best Interests RegulationThe Department of Financial Services has issued a final regulation, adopting a best interests standard for those licensed to sell life …
5 days ago WEB 5 days ago · It doesn’t matter whether they’re recommending mutual funds, stock investments, insurance products like annuities, illiquid real estate investments — it’s all …