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Montana Agent Training Requirement

Important Notice to All Agents
Soliciting or Selling Annuities
in Montana


Montana recently adopted the model suitability regulation. One common element in states where the model regulation applies is the mandatory training for agents. For Montana, the training requirement differs from that of other states; only EquiTrust product training is required in Montana. Montana will NOT require the 4 hours of General Annuity Training CE credits that is required in most model-regulation states.



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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