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OneAmerica

Requirement must be satisfied before soliciting business · Source last revised Jan 3, 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.

As of 1/1/25, California has a new California state-approved 4-hour training course, required for any resident and non-resident agent selling a CA life policy. This will include Whole Life, VUL. All sales will require the onetime 4-hour training, plus an additional 2 hour training (every licensing renewal period).

OneAmerica Annuity Care Products

(Including AssetCareIII)

Access product specific training here: naic.pinpointglobal.com/OneAmerica

Additional Information

What you’ll Need: SSN, NPN, CRD (if applicable)

Select Firm or Broker Dealer (If none, select ‘Other’)

Course will have a “blue check mark” if you have previously completed.

Course Information:

New Asset Care (Asset Care Annuity Funding Whole Life)

Old Asset Care (Asset Care III – CA Only)

Annuity Care and Annuity Care II

Care Solutions Indexed Annuity Care

For questions please contact OneAmerica at 844.833.5520

Questions on this requirement?

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

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