Important Notice to All Agents Soliciting
or Selling Annuities in Pennsylvania
Pennsylvania recently adopted the model suitability regulation which mandates training elements for agents. Pennsylvania annuity producers must complete 4 hours of General Annuity Training CE credits (provided by a state-approved training vendor) in addition to the EquiTrust product-training requirement already in effect.
Consult the chart below for the effective date of the training requirement. The Effective Date applies to all newly or currently licensed producers in Pennsylvania.