ANNUITY TRAINING INFORMATION

Carrier specific requirements:

Allianz

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.

American Equity

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)

American General

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

AIG Fixed Annuities Training Information  / AIG Power Select Products

For AML training, the carrier only accepts LIMRA. They also require their carrier specific page to be viewed.

American National

Click here to access the Product Specific Training.

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

Assurity

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

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

Benefit 10 – B10_2014

Elevate – Athene_2016Ele

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.

Equitrust

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.

Genworth

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 (Forethought)

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.

Guggenheim

Review Guggenheim Agent Product Training, Complete the form at the end and return to Lakeview Financial.

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

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.

National Western Life

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

North American Product Specific Training Instructions

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.

One America

Click here to access the Product Specific Training.

Click here to access One America’s AML training.

Principal

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.

Protective

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.

Reliance Standard

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.

The Standard

Click here to access the Deferred and Immediate Annuity Product Training.

For information on individual annuities, click here

Symetra

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.

Voya Insurance and Annuity Company (VIAC):

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