For today’s insurance producer, the role has shifted from salesperson to advisor, addressing client needs through professional guidance. This change aligns with market trends, higher consumer expectations, and more complex products. Recognizing these shifts, the NAIC revised standards for recommending and selling annuities. This course covers the NAIC’s 2020 “Suitability in Annuities Transactions” model regulation, including the new best interest standard, essential for those selling annuities in this state.

Note: The option to meet the annuity training requirement by taking this 1-hour course is available for a limited time.  After that, producers must take a 4-hour course approved for the new annuity best interest standards.