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.

NAIC Required Training

The following states require completion of a 4 hour NAIC approved annuity training course prior to soliciting business.

Alabama Alaska Arizona Colorado
Connecticut DC Delaware Georgia
Hawaii Idaho Illinois Indiana
Iowa Kansas Kentucky Louisiana
Maine Maryland Massachusetts Michigan
Minnesota Missouri Montana Nebraska
New Hampshire New Jersey North Dakota Ohio
Oklahoma Oregon Rhode Island South Carolina
South Dakota Tennessee Virginia Washington
West Virginia Wisconsin Wyoming

 

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 Not reciprocal
Iowa 4 Hours (Fixed) 4 Hours (Fixed & Indexed) Not Reciprocal
Texas 4 Hours 8 Hours RegEd Course 390

** Annuity and Product Specific Training Available Online with Quest CE!

Carrier Required Product Training

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 Midland National
American General National Western
American National North American
Ameritas Reliance Standard
Athene Sagicor Life
Colorado Bankers New York Life
Equitrust Oxford
Fidelity & Guaranty

State Required Product Training

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
Wyoming

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.