Advisor Portal

Training & Certification

Training is not the hurdle before the business. It is what keeps the business from stalling. Get certified once, get it on file, and write without the delay.

General Training

FederalAnti-Money Laundering Annuity SuitabilityAnnuity & Best Interest Training Long-Term CareLong Term Care Training State-SpecificCalifornia – Best Interest Training State-SpecificNew York – Reg 187 Training License MaintenanceContinuing Education (CE)

Carrier Training

Allianz (Annuity & Life)American Equity American National Americo Aspida Athene Axonic AuguStar Retirement Brighthouse Clear Spring (formerly Guggenheim)Corebridge Financial (AIG)Delaware Life EquiTrust Fidelity & Guaranty Life GILICO Global Atlantic (Forethought)Ibexis Integrity Jackson National Knighthead Life Legacy Liberty Bankers Life Lincoln Financial LSW MassMutual Ascend (formerly Great American)MassMutual Minnesota Life/Securian Mutual of Omaha Nassau Re National Western Nationwide (Annuity, Life & Care)New York Life North American (Annuity)Ohio State Life (NexAnnuity)Oceanview OneAmerica Oxford Pacific Life Pacific Guardian Life Principal Prosperity Life Group Protective (Annuity & Life)Prudential Reliance Standard Revol One Royal Neighbors Sagicor Securian The Standard Symetra

Not sure what you still owe?

Send us the carrier and the state and we will tell you exactly what is outstanding — before it costs you a case. (919) 981-6355