Suitability Map

In 2010, the NAIC adopted the Suitability in Annuity Transactions Model Regulation. If you conduct business in a state that has also adopted this model, you’re expected to complete a 4-hr general annuity course and product-specific training for each carrier you represent before you solicit annuity business in that state.

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

For carrier specific requirements, please call us at 800.362.1097