Annuity Product Training
Annuity Product Training
Section titled “Annuity Product Training”Overview
Section titled “Overview”Annuity Carrier Specific Product Training and state mandated NAIC Annuity Training (see NAIC Annuity Suitability and Best Interest Standard State Training Requirements for regulation) must be completed prior to soliciting business. Failure to do so will result in rejected business.
Important Information
Section titled “Important Information”Who Should Complete Product Training?
Section titled “Who Should Complete Product Training?”All agents must complete product training, regardless of state.
When Can Product Training Be Taken?
Section titled “When Can Product Training Be Taken?”Product training is available at any time. Training and new business can be dated the same day.
Carrier-Specific Training Platforms
Section titled “Carrier-Specific Training Platforms”Allianz
Section titled “Allianz”Annuity Product Training are completed on their website here. Must be appointed first.
Appointment open to MDs and above ONLY. MD must have an annual GFI income of $50,000 and above ONLY to process.
American Equity
Section titled “American Equity”Annuity Product Training are completed on their website here. Must be appointed first.
American National
Section titled “American National”Annuity Product Training are completed on their website here. Must be appointed first.
Ameritas
Section titled “Ameritas”Coming Soon
AuguStar
Section titled “AuguStar”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Corebridge
Section titled “Corebridge”Corebridge provides product specific training through QuestCE.
EquiTrust
Section titled “EquiTrust”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Fidelity & Guaranty (F&G)
Section titled “Fidelity & Guaranty (F&G)”Annuity Product Training are completed on their website here. Must be appointed first.
Global Atlantic (Forethought)
Section titled “Global Atlantic (Forethought)”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Lincoln
Section titled “Lincoln”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
NASSAU
Section titled “NASSAU”NASSAU provides product specific training through LIMRA. Training Guide can be found here.
National Western
Section titled “National Western”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
North American
Section titled “North American”Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Securian
Section titled “Securian”Coming Soon
Security Mutual
Section titled “Security Mutual”Coming Soon
Annuity Product Training are completed on the RegEd website. RegEd product code can be found here.
Quick Reference
Section titled “Quick Reference”| Carrier | Training Platform | Appointment Required First? |
|---|---|---|
| Allianz | Carrier Website | Yes - MDs and above only ($50K+ income) |
| American Equity | Carrier Website | Yes |
| American National | Carrier Website | Yes |
| AuguStar | RegEd | No |
| Corebridge | QuestCE | No |
| EquiTrust | RegEd | No |
| F&G | Carrier Website | Yes |
| Global Atlantic | RegEd | No |
| Lincoln | RegEd | No |
| NASSAU | LIMRA | No |
| National Western | RegEd | No |
| North American | RegEd | No |
| SILAC | RegEd | No |
Important: Complete all required product training before soliciting business to avoid rejected applications.