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.