Required Training

NAIC Product Specific Training

The 2010 NAIC Suitability in Annuity Transactions Model Regulation training is required in all states. This includes:

  • 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.

Frequently Asked Questions

Complete Training Through LIMRA

Complete Training Through SIMON

*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. 

Commission will not be paid and new business will be rejected and returned to you if training is not completed prior to the solicitation of an annuity product.