NAIC Training by Carrier

 

States that have adopted the NAIC Model Regulation, listed alphabetically

State

Effective Date

General Annuity Deadline if licensed prior to effective date

General Annuity Deadline if NOT licensed prior to effective date

Product-Specific Annuity Deadline (for all producers)

Alaska

October 16, 2011

April 16, 2012

January 1, 2012

January 1, 2012

California

January 1, 2012

January 1, 2012

January 1, 2012

January 1, 2012

Colorado

April 1, 2011

October 1, 2011

April 1, 2011

April 1, 2011

Connecticut

February 18, 2012

August 18, 2012

February 18, 2012

February 18, 2012

Dist. Of Columbia

June 24, 2011

December 24, 2011

June 24, 2011

June 24, 2011

Hawaii

January 31, 2012

January 31, 2012

January 31, 2012

January 1, 2012

Illinois

June 30, 2012

July 1, 2012

July 1, 2012

July 1, 2012

Indiana

January 1, 2012

July 1, 2012

January 1, 2012

January 1, 2012

Iowa

January 1, 2011

May 1, 2011

January 1, 2011

January 1, 2011

Kentucky

January 1, 2012

July 1, 2012

January 1, 2012

January 1, 2012

Maryland

November 1, 2011

May 1, 2012

November 1, 2011

November 1, 2011

New York

June 30, 2011

Not Required in NY

Not Required in NY

June 30, 2011

North Dakota

August 1, 2011

August 1, 2012

August 1, 2011

August 1, 2011

Ohio

July 1, 2011

January 1, 2012

July 1, 2011

July 1, 2011

Oregon

July 1, 2011

January 1, 2012

August 1, 2011

July 1, 2011

Rhode Island

June 1, 2011

December 1, 2011

June 1, 2011

June 1, 2011

South Carolina

September 25, 2011

March 25, t011

September 25, 2011

September 25, 2011

Texas

September 1, 2011

March 1, 2012

September 1, 2011

9/1/2011                                    (3/1/12 if licensed by 9/1/11)

West Virginia

July 1, 2011

December 31, 2011

July 1, 2011

July 1, 2011

Wisconsin

May 1, 2011

November 1, 2011

May 1, 2011

May 1, 2011

 

American General

Click HERE to go to the step-by-step instructions. The courses are available online ONLY, through the Quest CE website.  American General producers must self-register for the courses through this site. 

 

A producer may elect to complete the annuity course for continuing education credit by selecting this option on the Quest website. In some states, the producer will incur a nominal state imposed “roster fee” (usually no more than $10) if he or she chooses this option.

 

Genworth

Click HERE to access the training.  Click “Independent Producers” to access training for Independence, Liberty, Rate Saver, Smart Rate, and SPIA. 

Integrity

Click HERE to access the training.  Click on “Training Session” in the right hand side of your browser.  Use code “WSFG” to access and start the training. 

Lincoln

Click HERE to access the training.  You will need to register in order to complete the training.  On the left hand side, click “Click here to register,” and follow the instructions.  

Midland

Click HERE to access the training.  Enter your email address.  Midland will send you a username and password to access the training and test.

New York Life

Click HERE to access the training.  Upon registering, most representatives will have immediate access to New York Life’s annuity product training courses.  If New York Life’s annuity product training is not shown on the list of product training requirements, the representative should call the New York Life Sales Desk (888-474-7725).  The Sales Desk will provide a Product Code that the representative can use to gain access to our product training on the RegEd Web site.

Principal

Click HERE to access the training.  You will need to register with LIMRA.  Click on “Click here to register,” in the left hand side of the screen.  

Producers who haven't yet completed the general annuity training element can do so through LIMRA's website. There will be a fee assessed for taking the general annuity training course through the LIMRA website. If the general training is not completed through LIMRA, a certificate of completion must be uploaded to the LIMRA website to prove the training has been completed.

One America

Click HERE to access the training.  You will need to register with LIMRA.  Click on “Click here to register,” in the left hand side of the screen. 

Royal Neighbors

Click HERE to access the training. 

Symetra

Click HERE to access the training section on the website.  Select which training you need to complete.  There are separate trainings for fixed annuities, income annuities, indexed annuities, and variable annuities.

Standard

Click HERE to access the training for all products, EXCEPT THE Flexible Choice Annuity.  The slides start automatically.  There is no exam for this training.

Click HERE to access the training for the Flexible Choice Annuity.  Once you have completed the training, please fill out the producer acknowledgment (2nd to last page of the training) and fax to (949) 223-1053 attention: Licensing.