Important Required Annuity Training

NAIC States require that agents complete Annuity Suitability Continuing Education, AML, and product specific training BEFORE an annuity application is dated.

Now that all 50 states have adopted the NAIC Suitability in Annuity Transaction Model (NAIC Reg. 275), agents and insurers are required to have reasonable grounds before recommending annuity products and they must ensure they are suitable. Additionally, insurers are required to formulate methods to monitor annuity sales. This new regulation has specific annuity training requirements for insurance agents. Below, you'll find all the links you need to register for and complete your training.

Jump to a section:

1. State Annuity Suitability CE
2. Product-Specific Training Links
3. AML

NOTE: Already completed your training but still need to request a contract for a particular carrier?

1. State Annuity Suitability CE

There are two options for training:

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2. Product-Specific Training Links

Carrier Training Link Additional Information
American Equity American Equity Training
Americo Americo Annuity Training & Certification
American National American National login
Non-contracted agent training
Assurity Annuity Suitability Agent Training
Athene RegEd.com List of course names & corresponding product codes needed to register
Clear Spring Pre-Appointment is needed, Product training is completed with contracting paperwork through SuranceBay.
Corebridge Financial Quest CE
Delaware Life RegEd.com Instructions
EquiTrust EquiTrust Training
F&G F&G Required Annuity Product Training Registration instructions
Forethought / Global Atlantic RegEd.com List of course names & corresponding produce codes needed to register
Integrity Financial Education portal Portal code needed to register
Liberty Bankers libertybankerslife.com Instructions
Lincoln Financial Lincoln Financial Annuity Training
Mass Mutual Ascend MassMutual Ascend Annuity Training
National Life Pre-appointment is needed, Product training can be accessed through the agent portal once the contract has been approved.
Nationwide RegEd.com List of course names & corresponding product codes needed to register
Nassau Nassau Training Requirements
North American RegEd.com List of course names & corresponding product codes needed to register
Oceanview RegEd.com Instructions
OneAmerica OneAmerica Annuity Training
Oxford Life Pre-Appointment is needed, Product training is completed with contracting paperwork through SuranceBay.
Principal RegEd.com List of course names & corresponding product codes needed to register
Protective Quest CE
Royal Neighbors Agent Training for MYGA
Sagicor Sagicor Annuity Training Center
SBLI (S.USA) RegEd.com List of course names & corresponding product codes needed to register
Securian State and carrier-specific product training Search for code 17120
Sentinel Security Sentinel Security Life Training
Symetra Symetra Training
Upstream Pre-Appointment is needed, Product training is completed with contracting paperwork through SuranceBay

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3. AML

This must be renewed every two years. There are two options for completion:

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Need Help? Contact us – call 800-823-4852 x8752 or email us at [email protected].