“When and Where” Chart

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 state chart . The chart is 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 the OneAmerica Center of Excellence (COE). Select “required annuity training” from the COE home page for states where training is available.