Carrier Training

Mutual of Omaha

Requirement must be satisfied before soliciting business · Source last revised Dec 17, 2025

Complete this before you take an application. Carrier training and state training both have to be on file. When they are not, cases do not just wait — they come back for new signatures, and that is a conversation with your client you can avoid.

Mutual of Omaha Training Registration

1. Log into Sales Professional Access – www3.mutualofomaha.com/OktaSpaRegistration/home. Navigate to the tab “Training & Compliance”

2. Complete NAIC Suitability & Best Interest training, as well as guidance on how to complete AML training a. Review the Training Required under “View the states that have implemented the regulation” and complete either the NAIC Annuity Suitability Training or NAIC Interest Standard Training dependent on the state.

b. You will also see a hyperlinked Certification & Acknowledgement Form to complete. Once completed, email form to contractsandappointments@mutualofomaha.com

2025 NAIC Annuity Presentation

Certification and Acknowledgement Form

Questions on this requirement?

Call (919) 981-6355 or email info@GDPmail.com and we will tell you exactly what is outstanding.

Mutual of Omaha

Mutual of Omaha

Questions on this requirement?

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