Federal law requires insurance agents and brokers to complete Anti-Money Laundering Training. AML training is intended to familiarize agents with the process of money laundering and the laws that make it a crime.
To view where to take the training and carrier specific requirements CLICK HERE.
Prior to the solicitation of an annuity application, you must be in compliance with all training requirements which include:
- NAIC Suitability
- Carrier Product Specific Training
- Anti-Money Laundering Training
CLICK HERE for requirements and where to take the training.
Long Term Care training is required for both regular long term care products and for products that have a long term care rider.
For state training requirements and carrier information, CLICK HERE.
Suitability and Best Interests Regulation