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Agent 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
  • Product Training must be completed before soliciting EquiTrust annuity business.
  • Annuity applications received without completed Product Training will not be accepted.
  • If applying for agent contract for annuity products, you must complete Product Training before appointment is final.
  •  You may view your training history upon full login to the website (agent number and password required).
  •  EquiTrust Annuity Product Training is supported by RegED.
  • To view the RegED “User Guide – Annuity Training Platform, Click Here
  • For RegED Technical Support, call 1-800-334-8322, Option 2.
  • Upon RegED login, if you do not see “EquiTrust Annuity Product Training,” use access code: EquiTrust.
  • To begin EquiTrust Annuity Product Training, click the link below – you will be directed to the RegEd website.
 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 Continuing Education by State

State

Effective
Date

Newly
Licensed

Currently
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

Pennsylvania

12/25/2018

12/25/2018

12/25/2018

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

Tennessee

11/1/2015

11/1/2015

5/1/2016

Texas

9/1/2011

9/1/2011

3/1/2012

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