- A one-time, four-hour state approved continuing education course;* and
- A one-time product-specific training, as required by the insurance company, prior to the solicitation of the sale of an annuity. Product-specific training will also need to be completed for new products and major changes to an existing product.
*Requirement varies for California.
*For approved firms only
Revised NAIC Suitability Model Regulation
In February 2020, the NAIC amended the Model Regulation to incorporate a best interest standard of care.
The amended regulation is adopted on a state-by-state basis and may require additional training if you were contracted before the effective date. Visit our Best Interest Resource Center to learn more.