• articulate what the regulation means by "best interest standard"
• describe how producers can meet the best interest standard
• explain the associated producer obligations that pertain to care, disclosure, conflicts of interest, and documentation
• outline the requirements that insurers have to create and maintain a system of supervision to ensure compliance with the model regulation
• cite the types of financial professionals who may qualify for a "safe harbor" exemption to the NAIC's model regulation and the comparable standards they have to meet

Licensed producers and advisors looking to satisfy their TX ongoing annuity training requirements.