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 Annuities Home  Required Training  Required Training

IMPORTANT: TWO Forms of Training

 

 

 

 

 

• EquiTrust Product Training - Required, All Agents in All States

• General Annuity Training CE - Subject to the State of Solicitation

 

EquiTrust Annuity Product Training

Required for all producers in all states before soliciting annuity business.
Annuity applications received without completed training will not be accepted.
Two training modules: “EquiTrust Annuity Product Training” and “WealthPay Life Training” – WealthPay Life is an insurance policy which features a SPIA for premium payments.
If applying for agent contract for annuity products, you must complete the EquiTrust Annuity Product Training before appointment will be completed.
If currently contracted for Life Insurance and wish to sell WealthPay Life, you must complete the WealthPay Life training module before soliciting – but do not need to be contracted for Annuities.

View your training history upon full login to the website (agent number and password).
To begin Product Training, click on the following link to be directed to the Success CE website.
Click Here To Begin EquiTrust Product Training



General NAIC Continuing Education Training

• If NAIC Annuity Suitability regulation applies in the state where the sale takes place, you must also complete General Annuity Training Continuing Education; see chart below.
• General Annuity Training CE must be completed with a state-approved training vendor.
• Click on your state to link to your state-approved vendor.
• Applications received without completed training will not be accepted.
• Whether this training is already completed or you’re taking it now, you must provide a certificate of completion for General Annuity Training CE to EquiTrust before soliciting business.

•FAX: 515-226-5102, or email: Agent.Administration@EquiTrust.com

General Annuity

Training CE

State

Effective Date

Newly

Currently

Licensed

Licensed

Alabama

1/1/2017

1/1/2017

7/1/2017

Alaska

10/16/2011

10/16/2011

4/16/2012

Arizona

1/1/2018

1/1/2018

1/1/2018

California

effective

effective

1/1/2012

Colorado

4/1/2011

4/1/2011

10/1/2011

Connecticut

2/18/2012

2/18/2012

8/18/2012

D.C.

6/24/2011

6/24/2011

6/24/2011

Delaware

6/1/2017

6/1/2017

12/1/2017

Florida

10/1/2013

N/A*

N/A*

Georgia

3/1/2016

3/1/2016

9/1/2016

Hawaii

1/1/2012

1/31/2012

1/31/2012

Idaho

4/4/2013

4/4/2013

10/4/2013

Illinois

7/1/2012

7/1/2012

7/1/2012

Indiana

6/30/2011

1/1/2012

7/1/2012

Iowa

1/1/2011

5/1/2011

5/1/2011

Kansas

6/1/2013

6/1/2013

12/1/2013

Kentucky

1/1/2012

1/1/2012

7/1/2012

Louisiana

8/15/2012

8/15/2012

1/1/2013

Maine

11/1/2015

11/1/2015

5/1/2016

Maryland

11/1/2011

11/1/2011

5/1/2012

Massachusetts

7/1/2016

7/1/2016

12/31/2016

Michigan

6/1/2013

6/1/2013

12/1/2013

Minnesota

6/1/2013

1/1/2014

7/1/2014

Mississippi

4/10/2013

9/1/2013

9/1/2014

Missouri

3/30/2017

3/30/2017

9/30/2017

Montana

1/1/2018

N/A*

N/A*

Nebraska

7/19/2012

7/19/2012

1/19/2013

New Hampshire

1/1/2015

1/1/2015

6/30/2015

New Jersey

2/4/2013

8/4/2013

8/4/2013

North Dakota

8/1/2011

8/1/2011

8/1/2012

Ohio

7/1/2011

7/1/2011

1/1/2012

Oklahoma

effective

effective

7/14/2011

Oregon

7/1/2011

8/1/2011

1/1/2012

Rhode Island

6/1/2011

6/1/2011

12/1/2011

South Carolina

9/25/2011

9/25/2011

3/25/2012

South Dakota

7/1/2012

7/1/2012

1/1/2013

Texas

9/1/2011

9/1/2011

3/1/2012

Tennessee

11/1/2015

11/1/2015

5/1/2016

Utah

3/26/2012

N/A*

N/A*

Virginia

1/18/2018

1/18/2018

1/18/2018

Washington

3/29/2012

3/29/2012

9/29/2012

West Virginia

7/1/2011

7/1/2011

12/31/2011

Wisconsin

5/1/2011

5/1/2011

11/1/2011

Wyoming

9/26/2014

9/26/2014

3/26/2015

*General Annuity Training CE not required.

Questions? Call EquiTrust Sales Support at 866-598-3694.


EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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