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Arizona Agent Training Requirement

Important Notice to All Agents
Soliciting or Selling Annuities in Arizona


Arizona recently adopted the model suitability regulation which mandates training elements for agents.  Arizona 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.

General Annuity Training Element
Four hours of 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 Arizona Department of Insurance website.  

The effective date for General Annuity Training Element is January 1, 2018.

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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