State Specific

2010 Suitability in Annuity Transactions Model Regulation

You have 2 options:

Both of which could be FREE (call us for details).

  • Take the course online: click on your preferred carrier to begin: WebCE or SuccessCE

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

Note: If you practice insurance in a state that has adopted the 2010 Suitability in Annuity Transactions Model Regulation, you must complete the required training course before soliciting annuity business.