Carrier Specific

2010 Suitability in Annuity Transactions Model Regulation

The NAIC has adopted the 2010 Suitability in Annuity Transactions Model Regulation.

As states adopt the model, you’ll be expected to complete a 4-hr general annuity course and product-specific training from each insurance carrier you represent. And once the model is in effect, you will not be able to solicit annuity business in the respective state until you’ve completed the required training.

Find out what requirements you must fulfill for the states in which you do business.

State Map

Insurance Carrier Product-Specific Training

Click on the links below to access information on product-specific training.

Please Note: All American Equity and Old Mutual producers must complete mandatory training requirements prior to solicitation regardless of their resident state. 


   Allianz Life Insurance Company of North America 
   American Equity Investment Life Insurance Company
With Agent Number
Without Agent Number
   American General Life Companies
   American National Insurance Company
   Aviva Life and Annuity
   Fidelity & Guaranty Life – Compliance Bulletin
   Guaranty Income Life Insurance Company
   Great American
   Mutual of Omaha
   Liberty Bankers Life
   Lincoln Financial Group
   National Western Life
   North American Company
   Sagicor Life Insurance Company