Suitability for All

Complete your state-mandated and product-specific training from one location.

State Reciprocity

We simplify the NAIC Annuity Suitability Training requirement for producers, insurance carriers and broker-dealers with our premier NAIC training solution, featuring the industry’s first real-time reciprocity engine. 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.

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NAIC Annuity Suitability Training

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.

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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.

Create a Program

Getting Started

In minutes, you'll have access to all the training you need to remain compliant.

Create a Profile

You’ll first need to create a system profile by providing key registration information.

Select Training Type

After that, you can elect to receive Insurance CE Credit then you’ll select your broker-dealer/carrier and training type.

Complete Materials

Once within the system, you can start your course, complete it’s exam and print out completion certificates.

Participating Carriers

Each organization has different product training. Register above to view courses.

  • Global Portal (login or register)
  • • American General Life Insurance Company
  • • Ameriprise Financial
  • • The Ayco Company
  • • Hartford Fire Insurance Company
  • • Lincoln Financial
  • • Massachusetts Mutual
  • • MetLife
  • • Minnesota Life/Securian


  • Global Portal (login or register)
  • • 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


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