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
Ameritas Sagicor Life
Athene New York Life
Colorado Bankers Oxford
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.

Alaska Colorado Connecticut DC
Florida Hawaii Idaho Illinois
Indiana Iowa Kansas Kentucky
Louisiana Maryland Michigan Minnesota
Mississippi Nebraska New Hampshire New Jersey
New York North Dakota Ohio Oklahoma
Oregon Rhode Island South Carolina South Dakota
Utah Washington West Virginia Wisconsin

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.