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1 week ago Learn the basics of NAIC's suitability guidelines for recommending annuities to consumers, which set standards for agents and insurers to only recommend produ…
1 week ago WEB Kaplan offers training courses to help you meet the NAIC Annuity Best Interest Standard for annuity sales in certain states. Check to see if your state has adopted the rule and …
6 days ago WEB Participating Carriers: Click here for a full list of participating carriers. Producers Get Started Register online and create a profile. Complete your state-mandated annuity training. …
2 days ago WEB Learn how to access carrier-specific and general annuity training courses required by most states for producers soliciting annuity sales. Find out the course codes, lengths, and …
1 week ago WEB ARIZONA. Effective January 1, 2021, Arizona requires all producers who hold a resident or non-resident license in the state of Arizona to complete the following training …
1 week ago WEB Jan 23, 2024 · Navigating annuity suitability training requirements is a dynamic and essential part of being a financial advisor. Understanding and adapting to these state …
1 week ago WEB Effective until 1/1/2022, Effective January 1, 2017, Alabama Rule 482-1-137 requires all producers who hold a resident or non-resident license in the state of Alabama to …
1 day ago WEB Meet any state or reciprocity for annuity certification training requirements with our ClearCert-approved courses. Online Courses Feature Engaging, Interactive, and …
5 days ago WEB understanding that producers must meet the annuity training requirements to sell in each state. Technical Questions- Implementation of states that have recently ... the 390 …
2 days ago WEB Before selling, soliciting, or negotiating annuity products in Louisiana, producers must complete a one-time, 4-hour annuity training course. Compliance with another state's …
4 days ago WEB Apr 1, 2024 · You must complete an “Annuity Best Interest 4” course. Non-resident agents. You must do one of the following: Complete an “Annuity Best Interest 4” course. Take a …
3 days ago WEB Oct 29, 2013 · Approved. NAIC Suitability Training Requirement – Effective June 1, 2013, Kansas Administrative Regulation 40-2-14a. An insurance producer who engages in the …
3 days ago WEB Other states will likely adopt the Model #275 regulation in the coming months. The new best interest amendments to the model regulation require producers to be trained on its …
6 days ago WEB Jan 10, 2024 · Annuity Regulations. Annuities are regulated by state insurance commissioners. Some, like variable and registered indexed-linked annuities, are also …
6 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 week ago WEB STATE. ANNUITY TRAINING REQUIREMENTS FOR PRODUCERS (requirements subject to change) Alabama. Effective 01/01/2022 producers who were licensed and …
1 week ago WEB In order to satisfy the annuity training requirement, a course must qualify for at least four (4) hours of continuing education credit and must include the following topics: The types …
1 week ago WEB Updates to annuity suitability training in 2024. The WAC 284-17-265 Sales of Annuities - insurance producer training will be updated on January 1, 2024, to include the Best …
4 days ago WEB State Class of Annuities Residency (R=Resident, NR=Non-resident) Initial Requirement RegEd Course Recommended for Initial Training Requirement ClearCert Approved …
1 week ago WEB Apr 30, 2024 · Prudential. Founded in 1875, Prudential is a leading financial services company with a long history. It offers six different types of annuities to consumers, …
4 days ago WEB 37 requirements of the 'Georgia Peace Officer Standards and Training Act' contained in 38 Chapter 8 of Title 35, and who has satisfactorily completed one or more of the 39 …
5 days ago WEB We’ll provide an overview of how RegEd’s enterprise platform enables our clients to improve efficiency, effectiveness and transparency across the enterprise. RegEd’s State …