Comprehensive Training to Meet Your Needs
Stay compliant and enhance your expertise with California Annuity training – Continuing Education (CE). Our courses are designed to meet the latest regulatory requirements while equipping you with the knowledge to confidently serve your clients.
Updated California Annuity Training for Annuity Sales
California’s annuity training requirements have been updated to align with the National Association of Insurance Commissioners (NAIC) Best Interest Standard of Conduct. This ensures that all agents selling annuities operate with the highest standards of integrity and professionalism. As part of this update, all life insurance agents must complete specific annuity training to remain compliant.
Initial and Ongoing Training Requirements
- Newly Licensed Agents: Complete an 8-hour California-specific annuity training course before soliciting or selling annuity products.
- Ongoing Training: Agents who sell annuities must complete a 4-hour California-specific annuity training course during each license term.
Deadlines for Existing Agents
- By July 1, 2024: Complete the updated 8-hour Annuity Best Interest course.
- Starting January 31, 2025: Complete the 4-hour Annuity Best Interest course before each license renewal.
Key Features of Our California Annuity CE Courses
- Comprehensive Content: Covers annuity suitability, best interest standards, prohibited practices, and California-specific regulations.
- Flexible Learning Options: Choose from online, correspondence, or classroom formats to fit your schedule and learning style.
- State-Approved: All courses meet California Insurance Code requirements and are reported directly to the California Department of Insurance upon completion.
California Annuity Training (Non-Reciprocal)
California’s annuity training requirements are not reciprocal with other states. Nonresident agents must complete California-specific training to sell annuities within the state. While these courses count toward California’s CE requirements, they may not qualify for credit in other states.
Frequently Asked Questions
Who is required to complete annuity training?
All life insurance agents selling any type of annuity—including fixed, indexed, and variable annuities—must complete California-specific training.
How is training completion verified?
The California Department of Insurance tracks completed courses. Agents can view their CE status under the “Check a License” page on the Department’s website.
Does this requirement apply to non-resident agents?
Yes. Non-resident agents must complete California-specific training unless representing a direct response provider.
Why Choose Success CE for Your Training Needs?
At Success CE, we simplify the process of meeting your CE requirements:
- ClearCert-Approved: Our courses are recognized for quality and compliance.
- User-Friendly Platform: Easily track your progress and access course materials.
- Expert Support: Rely on our experienced team to guide you every step of the way.
Don’t wait to get compliant. Start your California Annuity CE training today and continue building trust with your clients by staying informed and prepared.
Enroll Now and secure your competitive edge in the annuity market.