Annuity CE & Training

Protect Your Clients. Advance Your Career. Stay Compliant.

Annuities play a vital role in retirement planning and long-term financial security. Our CE courses help insurance professionals understand the complexities of annuity products, meet regulatory requirements, and confidently guide clients toward informed decisions.

Enroll in Annuity Best Interest Course

Why Annuity CE Matters

Growing Demand

Millions of Americans are retiring and seeking guaranteed income solutions.

Specialize Knowledge

Annuities require a deep understanding of suitability, disclosure, and product types.

Regulatory Compliance

Stay aligned with the NAIC Best Interest Model Regulation and state-specific rules.

Professional Credibility

Show clients and employers you’re trained to act in their best interest.

Enroll in Annuity Best Interest Course

State Adoption of the NAIC Annuity Best Interest Model Regulation

Map of states adopting Annuity Transactions Model Regulation


The NAIC Suitability in Annuity Transactions Model Regulation (#275) sets a “best interest” standard for annuity recommendations. It requires producers to prioritize the consumer’s financial needs over their own compensation. 

As of May 2025, 48 jurisdictions have adopted the updated regulation and are highlighted in the map as green.

WebCE courses available to satisfy the training requirements are titled 1-Hour NAIC Best Interest Standard for Annuities and 4-Hour Annuity Suitability and Best Interest Standards. 

Leaders in Online Annuity Education

25+ Years of Delivering Online Education

For over 25 years, we have served over 1.5 million online courses each year to professionals nationwide.

Guided Ordering & Simple Navigation

Satisfy requirements simply with up-to-date information, one-click packages, and tools to ensure you get the right courses.

Engaging 5-star Rated Products

Every professional and profession is unique. Get more than what you need - get education you want suited to your learning style. 

Unmatched Course Completion Reporting

You're busy and have deadlines to meet. You complete the courses, we'll report to your state and Clearcert in one-day or less to make sure you meet your deadlines.

Go-to Compliance Specialists

We work with regulators to stay on top of industry changes and keep you in the know all along the way. 

Knowledgeable Customer Support

Our team uses our system to train and develop to be experts not only on the learning platform but also your education needs. 

Education Solutions for Success

For Individuals

Whether you're just starting a career in insurance and finance or are looking to grow your career, we're here to support you until retirement.

Catalog

For Businesses

Utilize our intuitive delivery platform for all your training and education needs with in-house support for you and your team.  

solutions

Accreditations

WebCE Customer Reviews and Testimonials