NEW: “When and Where” Chart to Determine Requirements
As additional states adopt the new requirements around Best Interest and suitability in annuity transactions, you can now find each state’s training requirements with our new state chart . For states that have adopted Best Interest, new training courses will be required to be able to submit applications for any annuity products, including Asset Care annuity funding whole life. The chart will be updated on a rolling basis to show the requirements and deadlines for your state. Find the required training courses on your usual training platform or on www.oneamerica.com/slproducttraining for states where training is available. Information on new training requirements is forthcoming for Delaware, Idaho, Michigan, Nebraska and North Dakota.