Annuity Training Requirements
Important: Please verify all State Requirement information with your state or governing board. All information is subject to change without notice and is dependent solely on ongoing state processes.
Contact our annuity department prior to dating any applications if you are unsure of your training requirements.
The following states have unique training requirements which must be met prior to soliciting business.
|State||Initial Training||Ongoing Training||Reciprocity|
|California||8 Hours||4 Hours||Non-Reciprocal|
|Iowa||4 Hours (Fixed)||4 Hours (Fixed & Indexed)||Non-Reciprocal|
|Texas||4 Hours||8 Hours||RegEd Course 390|
** Annuity and Product Specific Training Available Online with Quest CE!
Applications taken with the following carriers (regardless of state) require carrier specific training prior to soliciting business.
|Allianz (STD & PREF Products)||ForeThought (Global Atlantic)|
|American Equity||National Western|
|American General||North American|
|American National||Reliance Standard|
|Athene||New York Life|
|Fidelity & Guaranty|
See also: State Required Annuity Training
Applications taken in the following states (regardless of carrier) require carrier specific training prior to soliciting business.
|Mississippi||Nebraska||New Hampshire||New Jersey|
|New York||North Dakota||Ohio||Oklahoma|
|Oregon||Rhode Island||South Carolina||South Dakota|
Please Note: If business is solicited in a non-resident state, then both the resident and non-resident state requirements must be met prior to soliciting business.