Annuity Suitability Training Resources

2010 Suitability in Annuity Transactions Model Regulation

The NAIC has adopted the 2010 Suitability in Annuity Transactions Model Regulation.

As states adopt the model, you'll be expected to complete a 4-hr general annuity course and product-specific training from each insurance carrier you represent. And once the model is in effect, you will not be able to solicit annuity business in the respective state until you've completed the required training.

Click here to access a state map and find out what requirements you must fulfill for the states in which you do business.

Note: If you practice insurance in a state that has adopted the 2010 Suitability in Annuity Transactions Model Regulation, you must complete the required training course before soliciting annuity business.

Insurance Carrier Product-Specific Training

Click on the links below to access information on product-specific training.

Please Note: All American Equity and Old Mutual producers must complete mandatory training requirements prior to solicitation regardless of their resident state.

Allianz Life Insurance Company of North America
American Equity Investment Life Insurance Company          With Agent Number          Without Agent Number
American General Life Companies
American National Insurance Company
Aviva Life and Annuity
Fidelity & Guaranty Life - Compliance Bulletin
Guaranty Income Life Insurance Company
Great American
ING
Mutual of Omaha
Liberty Bankers Life
Lincoln Financial Group
National Western Life
North American Company
Presidential
Sagicor Life Insurance Company