Annuity & Best Interest Training

Access State Annuity Training Information Here. Standard Annuity Suitability / Best Interest Training Guide.

Carrier Specific Training and State Annuity Training must be completed prior to soliciting business.

Failure to complete the required training will result in significant delays which often includes newly signed paperwork.

Please see below to view training requirements and additional information.

Standard Annuity Suitability/Best Interest Training is a one-time training that is required to be completed before soliciting annuity business. Most states have adopted this training requirement.

In general, RegEd offers course 490 to fulfill the 4-hour course requirement. If the producer is eligible to take a 1-hour course instead, course 491 is recommended. The prerequisite in taking the 1-hour option is that the producer has already completed course 390 or an equivalent course.

Please see the Annuity Training Guide below for state specific information.

Annuity Training Requirements by State Guide

Access Annuity Training via RegEd here:  https://secure.reged.com

Click the RegEd link above, click on the solicitation state to find the required course information

Course 490 – Initial 4 or 5 hour course Reciprocal to Most States

Course 491 – 1 hour Option Reciprocal to Most States

RegEd Annuity Training – Best Interest Standard – FAQ Guide