Most states require suitability or best interest training for all annuity producers.
Learn More About Mandatory Annuity Training
In 2010, the National Association of Insurance Commisioners introduced mandatory annuity training through the Suitability and Annuities Regulation. To date, 43 states have implemented this requirement.
In 2020, the Regulation was updated to the Best Interest standard. States are quickly implementing a 2nd training requirement for annuity producers.
Validating producer requirements with these requirements is becoming challenging very quickly. ClearCert has fully updated our suite of administrative compliance tools, dramatically easing the headache of managing this compliance challenge.
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