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Massachusetts Agent Training Requirement

Important Notice to All Agents
Soliciting or Selling Annuities in Massachusetts


Massachusetts recently adopted the model suitability regulation which mandates training elements for agents.  Massachusetts annuity producers must complete 4 hours of General Annuity Training CE credits (provided by a state-approved training vendor) in addition to the EquiTrust product-training requirement already in effect.

Consult the chart below for the effective date of the training requirement.  Two Effective Dates appear for your state.  The Effective Date that applies to you is subject to the date on which you became insurance licensed in Massachusetts. If you were licensed BEFORE the Effective Date ("Currently Licensed"), you have an extended period before the training must be completed.

General Annuity

Training CE

State

Effective Date

Newly
Licensed

Currently
Licensed

Massachusetts

7/1/16

 

7/1/16

 

12/31/16

 

 

General Annuity Training Element
Four hours continuing education credits must be obtained by an approved vendor offering General Annuity Training.  Only state-approved training courses meet the requirement and are available at the Massachusetts Department of Insurance website

Please contact the training vendors for dates, times and fees.  You must provide a certificate of completion to EquiTrust prior to soliciting or selling to fulfill your General Annuity Training requirement: FAX: 515-226-5102, or email:
Agent.Administration@EquiTrust.com.


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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