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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.

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