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Agent Training

Important: TWO Forms of Training
  • EquiTrust Annuity Product Training - Required, All Agents in All States.
  • NAIC General Annuity Continuing Education Training - 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.
 NAIC General Annuity Continuing Education Training
  • If either the Original or Revised version of the NAIC Annuity Suitability regulation applies in the state where the sale takes place, you must also complete NAIC General Annuity Continuing Education Training; see chart below.
  • Additionally:
    • If you have already completed the original NAIC General Annuity Continuing Education Training  and if the Revised Annuity Suitability regulation (2020 version) applies in the state where the sale takes place, you must either complete a new one hour, one-time training CE OR an updated four-hour training CE; see chart below.
    • If you are a newly-licensed agent and the state where the sale takes place has enacted the Revised Annuity Suitability regulation (2020 version), you must complete a four hour, one-time training CE.
  • General Annuity Training CE must be completed with a state-approved training vendor.
  • Click on your state to link to your state-approved vendor.
  • New Business 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 NAIC General Annuity Continuing Education Training to EquiTrust before soliciting business.
  • NAIC Model Regulation, Click Here
  • FAX: 515-226-5102, or email: [email protected]
NAIC General Annuity Continuing Education Training by State

 

Annuity Suitability Training Requirements (Original) 

Revised Suitability Training Requirements (2020 Version)    

 

General Annuity Training 

General Annuity Training 

State

Newly State Licensed

Currently State Licensed

Newly State Licensed

Currently State Licensed

Alabama

1/1/2017

7/1/2017

 

 

Alaska

10/16/2011

4/16/2012

 

 

Arizona

1/1/2018

1/1/2018

12/31/2020

6/30/2021

Arkansas

No requirement

No requirement

 

 

California

effective

1/1/2012

 

 

Colorado

4/1/2011

10/1/2011

 

 

Connecticut

2/18/2012

8/18/2012

 

 

D.C.

6/24/2011

6/24/2011

 

 

Delaware

6/1/2017

12/1/2017

 

 

Florida

10/1/2013

10/1/2013

 

 

Georgia

3/1/2016

9/1/2016

 

 

Hawaii

1/31/2012

1/31/2012

 

 

Idaho

4/4/2013

10/4/2013

 

 

Illinois

7/1/2012

7/1/2012

 

 

Indiana

1/1/2012

7/1/2012

 

 

Iowa

5/1/2011

5/1/2011

1/1/2021

7/1/2021

Kansas

6/1/2013

12/1/2013

 

 

Kentucky

1/1/2012

7/1/2012

 

 

Louisiana

8/15/2012

1/1/2013

 

 

Maine

11/1/2015

5/1/2016

 

 

Maryland

11/1/2011

5/1/2012

 

 

Massachusetts

7/1/2016

12/31/2016

 

 

Michigan

6/1/2013

12/1/2013

 

 

Minnesota

1/1/2014

7/1/2014

 

 

Mississippi

9/1/2013

9/1/2014

 

 

Missouri

3/30/2017

9/30/2017

 

 

Montana

No requirement

No requirement

 

 

Nebraska

7/19/2012

1/19/2013

 

 

Nevada

 No requirement

No requirement 

 

 

New Hampshire

1/1/2015

6/30/2015

 

 

New Jersey

8/4/2013

8/4/2013

 

 

New Mexico

No requirement

No requirement

 

 

North Carolina

No requirement

No requirement

 

 

North Dakota

8/1/2011

8/1/2012

 

 

Ohio

7/1/2011

1/1/2012

 

 

Oklahoma

effective

7/14/2011

 

 

Oregon

8/1/2011

1/1/2012

 

 

Pennsylvania

12/25/2018

12/25/2018

 

 

Rhode Island

6/1/2011

12/1/2011

4/1/2021 

7/1/2021 

South Carolina

9/25/2011

3/25/2012

 

 

South Dakota

7/1/2012

1/1/2013

 

 

Tennessee

11/1/2015

5/1/2016

 

 

Texas

9/1/2011

3/1/2012

 

 

Utah

No requirement

No requirement

 

 

Vermont

No requirement

No requirement

 

 

Virginia

1/18/2018

1/18/2018

 

 

Washington

3/29/2012

9/29/2012

 

 

West Virginia

7/1/2011

12/31/2011

 

 

Wisconsin

5/1/2011

11/1/2011

 

 

Wyoming

9/26/2014

3/26/2015