In order to sell an annuity these days, you must first have completed the following training courses. Failure to complete required training prior to submitting an application will result in rejection of the application by the annuity carrier.
Required to sell annuities:
- Anti Money Laundering Training (we recommend Surancebay)
- State NAIC Suitability Annuity CE (we recommend WebCE)
- Carrier specific product training
- Training site access varies by carrier, for instructions for the carrier/product you wish to sell, email us or call 1-800-492-9190.
Required for sales of some Long Term Care Annuities
Texas producers renewing after 9/30/2022 will need to complete 3 hours of ethics for every 2-year license term.
The WebCE catalog now has newly updated 3-hour ethics courses to satisfy this requirement:
- Developing a Client-Centered Code of Ethics
- Ethically Serving Seniors with Diminished Capacity
- Ethics and the Trust Factor
- Ethics for Producers: Cases and Comments