NAIC Annuity Suitability CE
Complete your state-mandated and product-specific training from one location.
State + Product Training
We offer free state training for your producers while they take your product training.
State Reciprocity
Our proprietary reciprocity functionality is a standard feature for all NAIC materials, allowing producers to complete one state annuity course for state CE credit and receive credits for the additional states that share reciprocity. That way, producers and insurance license holders can fulfill varying state requirements in a single training session.
Producer Training
Our NAIC annuity suitability solution allows your producers to access both their state and product training from one consolidated platform. Each of our state-approved courses can qualify as part of your producers’ state continuing education requirements and credits can be applied across all states that share reciprocity.
Carrier Hosting
Simply send us a list of your appointed broker-dealers and product-specific training courses and we’ll automatically load them to our system, allowing your producers to immediately sign-in and begin training. As a carrier, you’ll only pay for the courses that your producers use and you’ll never have to worry about being charged for up-front hosting costs or course uploading fees.
Participating Carriers
American General Life Insurance Company
Ameriprise Financial
The Ayco Company
Hartford Fire Insurance Company
Lincoln Financial
Massachusetts Mutual
MetLife
Minnesota Life/Securian
National Western Life Insurance Company
New York Life Insurance Company
Pacific Life Insurance Company
Protective Insurance Services
Prudential
RiverSource Life Insurance Company
The Variable Annuity Life Insurance Company
Transamerica
B.C. Ziegler & Company
COUNTRY Financial
Indiana Farm Bureau Life Insurance
Modern Woodmen of America
The Savings Bank Life Insurance Company of MA
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