Suitability for All

Complete your state-mandated and product-specific training all from one centralized 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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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
  • • National Western Life Insurance Company

 

  • Global Portal (login or register)
  • • New York Life Insurance Company
  • • Pacific Life Insurance Company
  • • Protective Insurance Services
  • • Prudential
  • • RiverSource Life Insurance Company
  • • The Variable Annuity Life Insurance Company
  • • Transamerica
  • • Western National Life Insurance Company