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Product Training Required Before Solicitation

Product Training Required Before Solicitation

All Agents/All States - Effective June 1, 2013 - Simplified Web Login! 

EquiTrust Life requires ALL producers (regardless of state) to complete EquiTrust Product Training before soliciting annuity business.

Applications received without completed training will not be accepted.

EquiTrust Product Training takes about forty-five minutes to complete, and is available online, at Agents.EquiTrust.com.

To complete your EquiTrust Life Product Training, go to the Agent Website: Agents.EquiTrust.com. Click on the Required Training Link. Then select Click Here to Begin EquiTrust Product Training; you will be linked to SuccessCE - our training site hosted by an external training vendor.

• As a currently contracted agent, you'll need your agent code, birth date and last four digits of your SS# or Tax ID#
• Agents not yet contracted need only their birth date and last four digits of their SS# or Tax ID#


You can also see your training history at the Required Training link (login required).

Reminder: States that have adopted the NAIC Annuity Suitability regulation require annuity-specific Continuing Education in addition to carrier-specific product training. To see if your state requires annuity-specific Continuing Education, please check our website.

     

                 General Annuity
                   Training CE

State

  Effective Date

     Newly
     Licensed

 Currently
  Licensed

Alaska

10/16/11

 

10/16/11

 

4/16/12

 

California

effective

 

effective

 

1/1/12

 

Colorado

4/1/11

 

4/1/11

 

10/1/11

 

Connecticut

2/18/12

 

2/18/12

 

8/18/12

 

DC

6/24/11

 

6/24/11

 

6/24/11

 

Hawaii

1/1/12

 

1/31/12

 

1/31/12

 

Idaho

4/4/13

 

4/4/13

 

10/4/13

 

Illinois

7/1/12

 

7/1/12

 

7/1/12

 

Indiana

6/30/11

 

1/1/12

 

7/1/12

 

Iowa

1/1/11

 

5/1/11

 

5/1/11

 

Kansas

6/1/13

 

6/1/13

 

12/1/13

 

Kentucky

1/1/12

 

1/1/12

 

7/1/12

 
Louisiana

8/15/12

 

8/15/12

 

1/1/13

 

Maryland

11/1/11

 

11/1/11

 

5/1/12

 

Michigan

6/1/13

 

6/1/13

 

12/1/13

 
Minnesota

6/1/13

 

1/1/14

 

7/1/14

 
Mississippi

4/10/13

 

9/1/13

 

9/1/14

 
Nebraska

7/19/12

 

7/19/12

 

1/19/13

   
New Hampshire

1/1/15

 

1/1/15

 

6/30/15

   
New Jersey

2/4/13

 

8/4/13

 

8/4/13

 

North Dakota

8/1/11

 

8/1/11

 

8/1/12

 

Ohio

7/1/11

 

7/1/11

 

1/1/12

 

Oklahoma

effective

 

effective

 

7/14/11

 

Oregon

7/1/11

 

8/1/11

 

1/1/12

 

Rhode Island

6/1/11

 

6/1/11

 

12/1/11

 

South Carolina

9/25/11

 

9/25/11

 

3/25/12

 

South Dakota

7/1/12

 

7/1/12

 

1/1/13

 

Texas

9/1/11

 

9/1/11

 

3/1/12

 

Utah

3/26/12

 

N/A*

 

N/A*

 

Washington

3/29/12

 

3/29/12

 

9/29/12

 

West Virginia

7/1/11

 

7/1/11

 

12/31/11

 

Wisconsin

5/1/11

 

5/1/11

 

11/1/11

 

Wyoming

9/26/14

 

9/26/14

 

3/26/15

 

*General Annuity Training CE not required in Utah.

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 Department of Insurance websites:

Alaska  
California 
Colorado 
Connecticut
D.C. 
Hawaii
  
Idaho
Illinois  
Indiana
Iowa 
Kansas
Kentucky   
Louisiana  
Maryland 
Michigan
Minnesota
Mississippi
Nebraska  
New Hampshire 
New Jersey
North Dakota
Ohio
Oklahoma
Oregon
Rhode Island
South Carolina 
South Dakota  
Texas  
Utah  
Washington  
West Virginia
Wisconsin 
Wyoming

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.

Click Here To Take Required Training


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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