Best Interest and Suitability Updates, MO and CA

Louisiana has updated the requirements around best interest and suitability in annuity transactions, effective September 20, 2024.

Best Interest training is available in Missouri and additional information is provided for California. Existing producers must update their training by Feb. 28, 2025 in Missouri and July 1, 2025 in California. New producers must take the four-hour training before solicitation of annuity applications.