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

Each organization has different product training. Register above to view courses.
  • Catholic Order of Foresters

  • Corebridge Financial Annuities

  • Corebridge Financial Life

  • John Hancock

  • Lincoln Financial Group

  • Massachusetts Mutual Life Insurance Company

  • Minnesota Life-Securian 

  • Nationwide Mutual Insurance Company

  • National Western Life Insurance Company

  • Pacific Life Insurance Company

  • New York Life Insurance Company

  • Protective Life Insurance Company

  • Prudential Annuities

  • Prudential Life

  •  USAA

  • Ask to be Added!

Contact Us

Submit the form to talk to one of our product specialists! 

Still not convinced? Take a test drive of our system today!