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EquiTrust Life Insurance Company |E-Connect

 

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.

 

General Annuity

Training CE

 

State

Effective Date

Newly

Licensed

Currently

Licensed

Pennsylvania

12/25/18

12/25/18

12/25/18

 

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 Pennsylvania Department of Insurance website.

 

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: [email protected].

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