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Annuity Training Information

ANNUITY TRAINING INFORMATION

Prior to the solicitation of an annuity application, you must be in compliance with all training requirements which include:

        • NAIC Suitability- see links below for each state’s requirements and where you can complete the training
        • Carrier Product Specific Training-see information under each carrier tab
        • Anti-Money Laundering Training-see information under each carrier tab

Allianz:

Click here for Product Specific Training; You will need to have an agent code in order to complete the training.

For AML training, the carrier accepts training from:

  • LIMRA
  • RegEd
  • WebCE
  • SuccessCE
  • Sandi Kruise
  • Kaplan

If the training is NOT done through LIMRA, you will need to supply a copy of your completion certificate.

American Equity:

If you are an active agent, click here to access product training.

Non active agents click here to access product training.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate. They will not pull the information from LIMRA, so a screen print is needed.

American General:

Click here to access the Product Specific Training;  Must be contracted first (with active code) in order to properly complete the product training.

AIG Fixed Annuities Training Information  / AIG Power Select Products

For AML training, the carrier only accepts LIMRA. They also require their carrier specific page to be viewed.

American National:

Click here to access the Product Specific Training.

For AML training, the carrier prefers LIMRA, but will accept others. Click here to view their AML Practices and Procedures.

Assurity:

Click here to access the Product Specific Training. Must be contracted first (with active code) in order to properly complete the product training.

For AML training, the carrier ONLY accepts LIMRA.

Athene:

If you are already appointed with the carrier, click here to access the Product Specific Training. You will use Product Code: 16Athene_01

If you are not appointed with the carrier, click here to access RegEd (if you have never been on their site, you will need to register). You will use Product Code: Athene_2016

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Equitrust:

Click here to access the Product Specific Training.  Agent must be appointed with the carrier and have an active agent code in order to complete the product training.

For AML training, the carrier ONLY accepts LIMRA.

Genworth:

Click here to access the Product Specific Training.

The carrier has their own AML training, click here to access. They will accept other vendors but require a certificate of completion, for LIMRA, they will accept a screen shot showing it as completed.

Global Atlantic:

Global Atlantic Annuity Product Training and Product Codes

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Great American:

Click here to access the Product Specific Training

Do not need agent number, use your National Producer Number as user id (look up your NPN here).

Great American accepts AML training from:

  • American Family
  • Cetera Financial Group
  • FINRA
  • Voya (Formerly ING)
  • John Hancock
  • Kaplan Financial
  • LIMRA
  • Lincoln Investment Planning
  • National Planning
  • Quest CE
  • RegEd
  • SWBC Investment Services
  • Web CE
  • Wells Fargo

Guggenheim:

Review Guggenheim Agent Product Training, Complete the form at the end and return to Lakeview Financial.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Lincoln Financial:

Lincoln Financial Annuity Training Guide

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

National Western Life:

If you already have an agent number click here.

If no agent number, view: NWL Product Specific Training Instructions

For AML training, the carrier accepts training from

  • LIMRA-They will not pull the info from LIMRA, so a screen print is needed
  • RegEd
  • WebCE
  • SuccessCE
  • QuestCE
  • FINRA

North American:

North American Product Specific Training Instructions

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

One America:

Click here to access the Product Specific Training.

Click here to access One America’s AML training.

Phoenix Life:

Click here to access the Product Specific Training.

For AML training, the carrier accepts training from

  • LIMRA
  • RegEd

Principal:

Click here to access the Product Specific Training.

For AML training, the carrier accepts training from:

  • LIMRA
  • RegEd
  • NW Mutual

Need a copy of completion certificate if done through a vendor other than LIMRA.

Protective:

Click here to access the Product Specific Training.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate if done through a vendor other than LIMRA.

Reliance Standard:

Click here to access the Product Specific Training

Do not need agent number.

The carrier accepts AML through RegEd or LIMRA only. They receive a weekly report from LIMRA, so it is faster if we can send a screen print.

The Standard:

Click here to access the Deferred and Immediate Annuity Product Training.

For information on individual annuities, click here.

Symetra:

Click here to access the Product Specific Training.

For AML training, the carrier will accept most vendors, but need a copy of your completion certificate. They will not pull the information from LIMRA, so a screen print is needed.