Best Interest Annuity Training Course Required By Each State

Producers who have previously taken the four-hour state generic annuity suitability course can now have the option of taking either the one-hour catch-up training course on annuity best interest, or they can take the newly created four-hour course on annuity best interest suitability.

However, the new and existing producers who have not completed the original four-hour course on state generic annuity suitability are now required to complete the new four- hour annuity best interest suitability training course. Producers selling any annuity products, including Asset Care annuity funding whole life in Arizona or Iowa, must take this course to sell these products. This course can be taken using your usual training platform or on www.oneamerica.com/slproducttraining. When training is taken on the NAIC site, through the provided link, the course completion box is checked, and the completion date is immediately added to the site. No certificate upload is required. If the training is taken using another platform, a certificate must be uploaded to show where and when the course was completed.

Note: The additional training requirements pertain only to the state generic annuity suitability training. The carrier product training has not changed.