ONLINE ANNUITY TRAINING COURSES

ONLINE ANNUITY BEST INTEREST TRAINING COURSES

WebCE offers the most complete annuity training catalog for annuity agents and annuity brokers, each designed by industry experts to ensure you have a comprehensive knowledge and the latest industry updates and changes. Firms and agencies can take advantage of corporate annuity training solutions which include discounted rates and can be customized to include other workplace training including insurance CE, Firm Element, AML training, and more.


WebCE's annuity suitability training includes all required courses needed to maintain an annuity certification or annuity license, including our 4-hour annuity training courses. This includes courses covered the NAIC's updated Best Interest standards under its revised 2020 Suitability in Annuity Transactions Model Regulation.


Course Catalog  Corporate Solutions  NAIC Model Regulation State Adoptions

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CORPORATE ANNUITY TRAINING SOLUTIONS & CUSTOM PROGRAMS

Your company is unique, and your company training and corporate education programs should be too. At WebCE, we develop custom corporate education solutions uniquely designed to meet your company's needs, including annuity training.


To enhance your company's annuity training program, WebCE also offers completely up-to-date education courses for a variety of license types and designations including courses for insurance agents and producers, financial planners, CPAs, tax preparers, Enrolled Agents, and more. Hundreds of companies make our professional education courses available to their employees through discount programs, voucher programs, or invoiced programs. With our online learning portals, your company's management will also have access to real-time reports, online invitations, renewal reminders, and more.


As a WebCE partner, your company can also save significant amounts of money using our corporate discount programs. On average, our corporate clients save 20% by taking advantage of volume discounts through our invoicing programs or voucher programs.


To learn more about WebCE's corporate annuity training solutions, use the form on the left to contact our corporate sales team, or click the link below to visit our Corporate Sales page.


WebCE Corporate Programs

NAIC ANNUITY SUITABILITY TRAINING, NAIC TRAINING COURSES

In , the National Association of Insurance Commissioners (NAIC) approved an extensive update to its long-standing Suitability in Annuity Transactions Model Regulation. The result is a revised, consumer-focused set of standards and practices that elevate a consumer’s best interest as the core component of any and all annuity recommendations and sales.


The biggest change the model brings about is an upgrade in practice standards and requirements from ensuring the suitability of an annuity recommendation or sale to ensuring that an annuity recommendation or sale meets the consumer’s best interest. While this requirement to the client's best interest is more encompassing than the prior suitability standard, but is not a fiduciary standard.

ANNUITY BEST INTEREST STATE ADOPTIONS

The NAIC's revised Suitability in Annuity Transactions Model Regulation and new Best Interest standard is being adopted on a state-by-state basis. States are not required to adopt the revision. However, if your state does not adopt the updated model regulation, this may lead to additional annuity training requirements.


The map below shows the adoption status of the updated model regulation in each state (the “NAIC Model Regulation States”). States highlighted green on the map have officially adopted the revised Suitability in Annuity Transactions Model Regulation and Best Interest training standard, and WebCE courses are available to complete. The yellow states have adopted the new regulation, but it has not yet taken effect. Courses cannot be attempted until after the effective date; therefore WebCE cannot offer courses for these states until the effective dates shown on the chart to the right of the map below. The blue states are considering adoption and grey states have no action.


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.

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Map of states adopting Annuity Transactions Model Regulation

Map Last Updated:

BEST INTEREST ADOPTION EFFECTIVE DATES
Alabama 1/1/2022 Michigan
6/29/2021 
Arkansas 7/8/2021 Montana
10/1/2021
Arizona 1/1/2021 Mississippi
1/1/2022 
Connecticut 3/1/2022 North Dakota
1/1/2022
Delaware
8/1/2021 Nebraska
7/1/2021 
Iowa
1/1/2021 Ohio
2/14/2021
Idaho
7/1/2021 Rhode Island
4/1/2021
 Kentucky 1/1/2022
Texas 
 9/1/2021 
Maine
1/1/2022 Virginia  9/1/2021