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.
**PLEASE NOTE** NAIC States require that agents complete Annuity Suitability Continuing Education and product specific training before an annuity application is dated.
We have compiled a list of carriers and the links to their annuity training modules. The first group of carriers does not require agents to be appointed in order to access the training. The second group does require an appointment prior to access.
Product-Specific Training Links
- American Equity
- American General
- American National
- Great American
- Lincoln Financial
- North American
- Voya: Please contact us and we'll provide you with the required training module and documents.