Mandatory Product Training

Requirements to Sell Annuities

The majority of states have adopted a version of the NAIC Model Regulation on Suitability in Annuity Transactions. According to this regulation, producers doing business in states that have adopted this regulation must comply with state and product training requirements. Details regarding these procedures are as follows.

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State Requirements

Learn the specific product training
and continuing education requirements
for your state.

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Our Program: Access Courses

Complete the Nassau annuity training course
prior to any solicitation.