“When and Where” Best Interest and Suitability Training Requirements Chart

As additional states adopt the new requirements around Best Interest and suitability in annuity transactions, you can find each state’s training requirements with our state chart . For states that have adopted Best Interest, new training courses will be required to be able to submit applications for any annuity products, including Asset Care annuity funding whole life. The chart will be updated on a rolling basis to show the requirements and deadlines for your state. Find the required training courses on your usual training platform or on https://www.oneamerica.com/slproducttraining for states where training is available. Information on new training requirements is forthcoming for Delaware, Idaho, Michigan, Nebraska and North Dakota. 

New Best Interest Producers’ Guide 12/2020

A new version of the Producers’ Guide has been created to align with the new Best Interest regulation. For states that have adopted the new requirements, producers should use the new Best Interest Annuity Suitability Policies and Procedures Producers’ Guide. All other states will continue using the prior version of the guide.