Annuity Training

Mandatory Product Training

Requirements to Sell Annuities

The majority of states have now adopted the 2010 NAIC Model Regulation on Suitability in Annuity Transactions. According to this regulation, producers doing business in states that have adopted this regulation must comply with new state and product training requirements. Details regarding these new procedures are as follows.

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State Requirements

Learn the specific product training
and continuing education requirements
for your state.

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Phoenix Program: Access Courses

Complete the Phoenix annuity training course
prior to any solicitation.

Download a printable PDF overview of all requirements.