ANNUITY TRAINING INFORMATION

NAIC Annuity Suitability Adopted Regulations by State

NAIC Annuity Suitability Training websites

Carrier specific requirements:

Click here for Product Specific Training; You will need to have an agent code in order to complete the training.

To Review the current DOL fiduciary rule, your responsibilities under PTE 84-24, and how to submit annuity business to Allianz using PTE 84-24- Access the training tutorial.

For AML training, the carrier accepts training from:

        • LIMRA
        • RegEd
        • WebCE
        • SuccessCE
        • Sandi Kruise
        • Kaplan

If the training is NOT done through LIMRA, you will need to supply a copy of your completion certificate.

If you are an active agent, click here to access product training.

Non active agents click here to access product training.

American Equity Approved AML Vendors (they will not accept LIMRA)

New Suitability Training Due By July 31, 2020

To stay current with industry regulation, we have updated our suitability training. Please visit the training tab on our agent website to complete the required training.

The training will take approximately 25 minutes to complete and will need to be completed in one sitting. Please keep in mind that you’ll need to review all information in the training course prior to answering questions.

If you have questions, contact the Marketing department at 888-647-1371.

Click here for agent portal to access Product Specific Training if you are currently appointed.

If you are not currently appointed, click here.

For AML training, the carrier prefers LIMRA, but will accept others. Click here to view their AML Practices and Procedures.

Americo Annuity Training and Certification 

Click here to access the Product Specific Training. Must be contracted first (with active code) in order to properly complete the product training.

For AML training, the carrier ONLY accepts LIMRA.

Athene Product Training

Product training is required prior to selling any Athene annuity. You are only required to take training for products you choose to sell. Please take care of any outstanding requirements before submitting business.

The Product Codes below will be required when you enter the RegEd site. Please have the appropriate code(s) easily accessible.

Ascent Pro Bonus – PROBO_2017

Athene Agility 10 – Agility10_2018

Athene Velocity – Velocity_2019

BCA 6,8,10 2.0 – BCA6810_2019

BCA 6,8,10,12 2.0 – BCA681012_2019

MaxRate – MaxRate_2017

Performance Elite – PerformanceElite_2015

SPIA – SPIA_2016

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Click here to access the Product Specific Training.

If product training is not completed within 30 days from the date Agent Contracting is received the request will be closed. They may re-open if the product training is completed within 90 days from the date Agent Contracting was received.

For AML training, the carrier ONLY accepts LIMRA.

Click here to access the Product Specific Training.

The carrier has their own AML training, click here to access. They will accept other vendors but require a certificate of completion, for LIMRA, they will accept a screen shot showing it as completed.

Global Atlantic Annuity Product Training and Product Codes

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

NAIC Product Specific Training through LIMRA

The 2010 NAIC Suitability in Annuity Transactions Model Regulation training is required in all states.

Commission will not be paid and new business will be rejected and returned to you if training is not completed prior to the solicitation of an annuity product.

Complete Training

Review Guggenheim Agent Product Training, complete the acknowledgement and return to Lakeview Financial.

Highlander Fixed Indexed Training / Acknowledgement

TriVysta Fixed Indexed Training / Acknowledgement

MYGA / Acknowledgement

SPIA / Acknowledgement

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Lincoln Financial Annuity Training Guide

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

LSW / National Life Annuity Product Training Requirements

LSW / National Life Field Annuity Product Training Web Aid

Click here for Product training:  NWL Product Specific Training Instructions

For AML training, the carrier accepts training from

        • LIMRA-They will not pull the info from LIMRA, so a screen print is needed
        • RegEd
        • WebCE
        • SuccessCE
        • QuestCE
        • FINRA

North American Product Specific Training Instructions

North American RegEd Product Codes

New NAIC Model Regulation 275 requires sales process changes starting Jan. 1, 2021 for Arizona and Iowa producers.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Click here to access the Product Specific Training.

Click here to access One America’s AML training.

Instructions

Click here to access the Product Specific Training. How to access training courses through LIMRA.

For AML training, the carrier accepts training from:

        • LIMRA
        • RegEd
        • NW Mutual

Need a copy of completion certificate if done through a vendor other than LIMRA.

Click here to access the Product Specific Training.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Click here to access the Product Specific Training

Do not need agent number.

The carrier accepts AML through RegEd or LIMRA only. They receive a weekly report from LIMRA, so it is faster if we can send a screen print.

Denali Product Training

Secure Savings Product Training

Teton Product Specific Training

The Standard Product Training Guide

Click here to access the Product Specific Training.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate. They will not pull the information from LIMRA, so a screen print is needed.

Click here to access the Product Specific Training. They will also accept Product Training done through Kaplan

Portal code: INGAnnuities

Voya accepts AML from:

    • ACLI
    • Affordable Educators
    • Ameritas
    • Andover Bank
    • AXA Equitable Life Insurance Company
    • Crump Life Insurance Services (formerly Bisys)
    • Cape School, Inc.
    • Farmer’s Financial Solutions
    • Financial Campus
    • FINRA
    • Fire Solutions
    • First Merit Insurance
    • Voya Advisors Network Firm Element course
    • Learning Center AML Course
    • Kaplan
    • Legend Equities
    • LIMRA
    • LOMA
    • Motorists Life
    • National Western Life
    • NY Life
    • Northwestern Mutual
    • Prudential
    • Quest
    • Reg Ed
    • Sandi Kruise
    • Securities America, Inc.
    • Security Mutual
    • Security National Life
    • Securities Training Corporation (STC)
    • Softech/360 Training
    • Success Family of CE Companies
    • Transamerica Securities
    • Thrivent
    • WebCE
    • Western United Life
    • Wilmington Trust
    • WRP Investments